Under the terms of the arrangement, Lincoln may receive, or be required to pay, a price adjustment based on the volume weighted average market price of Lincoln National common stock during the term of the program. The price adjustment can be settled, at Lincoln's option, in cash or in shares of its common stock. Lincoln expects the program to be completed early in the fourth quarter.
Amid UBS advisor exits, 25-year veteran joins Morgan Stanley
Given recent renewed interest in the medium, top enthusiasts' collections can be worth six figures. But quality generally beats quantity, and it pays to be informed about which rare pressings are most sought-after.
Rich Guerrini said the bank plans to expand its advisor ranks by about 50% as it targets mass affluent and other new clients with personalized branch-based service.
The positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.
Having potential spouses on the same page regarding money before taking their vows can help stave off hurt feelings later.
The focus of retirement planning is shifting, according to Morningstar experts, moving away from simple saving toward bespoke decumulation strategies and guaranteed lifetime income solutions.
