Asset Allocation
Cetera Launches Its First Alternative Investment Model
Cetera Investment Management has joined a growing list of financial advisory firms incorporating alternative investment model portfolios into their product line-ups. On Wednesday, the independent broker/dealer announced the launch of…
Investment Strategies
Crypto & Web3
Floating Rate Instruments Gain Traction Amid Economic Uncertainty
Zach Anderson Jul 02, 2025 20:11 As interest rates remain volatile, floating rate notes (FRNs) and collateralized loan obligations (CLOs) emerge as attractive options for income…
Wealth Planning
EBRI: High-earning Black Americans save less for retirement
For many Black Americans, even high-paying jobs aren’t enough to close the retirement savings gap with non-Black counterparts, a new study from the Employee Benefit Research Institute found. The study,…
How to buy peace of mind with cybersecurity tech: Show Me Your Stack
Welcome to “Show Me Your Stack,” a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it…
Stock Market
How to Get a Cash Advance with PayPal Credit
Can I Get a Cash Advance From PayPal Credit? PayPal is most known for offering deferred payment financing options for online purchases, but that isn’t the only extension of credit…