Mercer Hires M&A Exec for 'Next Chapter of Our Growth'

Published on March 7, 2025

Attorney Ted Motheral explains what the RIA does to help advisory firms grow organically and inorganically.

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To Change Your Clients' View of Retirement, Stop Using This Phrase

March 7, 2025
The same plan can feel very different to clients based on its presentation, Michael Finke and Michael Kitces say.      Related StoriesTwo Big Things We Still Don't Know About 529 Plan to Roth IRA RolloversProtective Life to Reinsure $9.7B in Life and Annuity ReservesAmerican College Launches AI Retirement Planning Tools, Consumer Ed Course

Treasury Yields Snapshot: March 7, 2025

March 7, 2025
The yield on the 10-year note ended March 7, 2025 at 4.32%. Meanwhile, the 2-year note ended at 3.99% and the 30-year note ended at 4.62%.