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Estate Plan Update Checklist
Published on September 18, 2025
Why, when and how to update client estate plans due to life changes.
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Other news
Initial Unemployment Claims Down 33K, Lower Than Expected
September 18, 2025
In the week ending September 13th, initial jobless claims were at a seasonally adjusted level of 231,000. This represents a decrease of 33,000 from the previous week's figure, the largest weekly drop in nearly four years. The latest reading was lower than the forecast of 241,000.
Another Atria Co-Founder Departs LPL
September 18, 2025
Kevin Beard, who co-founded Atria in 2017, is the latest senior leader to leave Atria, as it completes its roll-up into LPL.