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Carson Group Responds to Gulick Lawsuit, Denies Wrongful Firing

Early Wire
May 24, 2024 View in Browser

ALM | ThinkAdvisor

Early Wire

 

News

Carson Group Responds to Gulick Lawsuit, Denies Wrongful Firing

By Janet Levaux | Dinah Wisenberg Brin

The firm admitted to certain facts outlined in Gulick's lawsuit, while disputing many of the key allegations.

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Analysis

How Worrying Is the New Social Security Trustees Report?

By John Manganaro

Congress should act now to shore up the program as the funding shortfall won't self-correct, actuaries say.

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News

Wade Pfau Makes Case for This New, Popular Annuity as an Income Protector

By Allison Bell

His modeling shows how partial protection against market downturns could boost portfolio performance.

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Analysis

5 Reasons RILAs Are So Hot

By Allison Bell

Robin Raju, Equitable's chief financial officer, gave Wall Street a primer on what's making the annuities irresistible.

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News

SEC Opens the Door for Spot Ether ETFs in Big Crypto Victory

By Emily Graffeo & Lydia Beyoud

Firms like BlackRock, Fidelity, VanEck and ARK are vying for crucial first-mover advantage.

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News

Summer CFP Training Program Registration Closes Wednesday

By John Manganaro

The program for college students, new advisors and career changers covers 500 standard pathway experience hours.

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Resources

Candid Conversations: LGBTQ+ Planning

Sponsored by: eMoney Advisor

This comprehensive guide provides simple and effective techniques to create an inclusive financial planning practice.

LEARN MORE

WEBCAST DATE: June 12, 2024

Applying A Holistic Financial Planning Approach To Achieve Alpha

Join this webcast as we explore practical methods to add alpha to your practice and enrich the financial planning journey through the intersection of technology, practice management, and financial wellness.

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