Monthly Archive: December 2023

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The Time to Buy a Fixed Indexed Annuity Is Now

What You Need to Know Rates are up. The regulations are strong. If rates fall, that could also be good. It is my obligation as a financial professional to offer clients the financial product...

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5 Trends That Are Powering Advisor Growth

Start Slideshow Envestnet’s market intelligence team has identified key themes and trends that it says will power advisor growth and shape the financial advice industry in 2024 and beyond. The team analyzed market data,...