Stoy Hall, CFP®

Thrivent, a Minneapolis-based financial services firm with $193 billion in client assets, is planning a major hiring push in 2025, with plans to add 600 new financial advisors across its employee and independent advisor channels.

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Former Lincoln Financial VP Becomes Community Leader at Cetera Cetera Financial Group has named wealth management industry veteran Richard Vogel as the new community leader of Cetera Advisors LLC. In this role, Vogel will lead initiatives to help Cetera advisers uncover and pursue meaningful growth opportunities. AltsWire has the full story: https://lnkd.in/gWTKtuFJ Ameriprise Financial Services, LLC Tom Halloran Matt Fries Michael Zuna #WealthManagement #FinancialAdvisors #AlternativeInvestments #RegisteredReps #RIA #BrokerDealer #AdvisorGrowth #MergersAndAcquisitions #Cetera #FinancialPlanning #InvestmentProfessionals #AdviserSupport #AssetManagement #AccreditedInvestors #AltsWire

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More clients are looking for guaranteed income and protection in today’s markets. Annuities are playing an increasingly important role, and at Athene, we’re focused on helping financial professionals meet this demand with innovative solutions. This Kiplinger article offers a helpful perspective: https://ow.ly/4LOz50WpbVY

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Athene's 2026 Retirement Outlook report offers an upbeat assessment of the growing acceptance of guaranteed lifetime income solutions. "Annuities are the new safe haven for retirement savers and retirees, and are increasingly serving as the centerpiece of prudent retirement stability strategies." - Mike Downing, Co-President, Athene USA; COO, Athene Holding; and IRI Board Member. https://ow.ly/vB9X50XWZcB

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Managing your finances starts with the fundamentals—on WENY-TV's Financial Health segment with Jason Nickerson, CFP®, EA this week, he continues the beginner-friendly series with a focus on insurance. In previous videos, he explored payroll deductions and tax basics—key elements in understanding your income and responsibilities. Now, we’re shifting to an equally important topic: insurance. Understand common policy types, and make informed decisions that support your financial well-being. *The Financial Health Segment is Sponsored Content Watch Full Segment Here: https://lnkd.in/gDnvVTZy

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Retirement security is making a comeback with solutions that provide dependable retirement income. Athene’s 2026 Retirement Outlook explores how new income solutions can provide more choice, flexibility and better outcomes to retirees this year and beyond. Experts from Athene, Apollo and Vitera discuss the major themes affecting retirement security in the year ahead. https://ow.ly/cHtw50XVLIA

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You Know You Add Value. Do Your Clients? Advisors deliver immense value—tax strategies, behavioral coaching, plan accountability—but if clients don’t see it, they won’t remember it. Vanguard’s “Advisor’s Alpha” framework estimates that advisors can add up to 3% in annual net returns through key services. But most clients can’t articulate what their advisor actually does for that fee (Vanguard, 2023). That’s a visibility problem, not a value problem. Start with this: ✔ Document where you save clients money or time ✔ Use language clients understand—“we helped reduce your tax bill by $5,200” beats “we did tax-loss harvesting” ✔ Track intangible wins like peace of mind or decision clarity and recap them annually 📞 Want to build a system that shows your impact—without adding hours of admin? 🔗 https://lnkd.in/e8SnsRQS #AdvisorAlpha #ClientRetention #AdvisorTools #ShowTheValue #ForefrontAdvisorNetwork #FinancialAdvisor #FinancialAdvisors

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