Day

November 20, 2019
RIABiz Logo
Under a photo captioned “Louisville Slugging” Oisin Breen writes about RetireOne’s acquisition of EF Legacy Securities broker-dealer from Edelman Financial Engines. In the “Brooke’s Note” intro to the piece, RIABiz Editor Brooke Southall says of the deal, “Nobody can dispute the beauty of guaranteed income. But in financial advice, such a thing takes the form...
Continue Reading

Download your Complimentary eBook:

Learn how our experts can help you with insurance + annuity offerings and bring annuity assets under your management...potentially saving your clients thousands in first-year fees alone.

Get the eBook