LPL Weighs Minority Investments in Hybrid RIAs

Published on September 15, 2025

The strategy would provide capital-hungry firms an alternative to private equity, executive Marc Cohen says.

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Thornburg Multi Sector Bond ETF (TMB)

September 15, 2025
VettaFi’s Head of Research Todd Rosenbluth discussed the Thornburg Multi Sector Bond ETF (TMB) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”

Suze Orman Gets It Wrong on Annuities and Taxes

September 15, 2025
An annuity "never makes sense for tax purposes," Orman told listeners. I think they deserve a better response.      Related StoriesHow to Use Longevity Protection and Guarantees to Create Better Retirement Outcomes10 New Things the Big Annuity Gate Crashers Are Telling Investors NowTop 10 Annuity Issuers That Aren't Public Companies: 2024