All Media Features
2026
MarketWatch - We found a savings account that offers 10% - plus 9 more of the best APYs of May 2026. Quote from Andrew Fincher.
InvestmentNews - Growth stocks are hot again but advisors caution against purging value plays to get back on bandwagon. Quote from Sean Beznicki.
AdvisorEngine - The $1 Billion Inflection Point for Financial Advisors. Quote from Daniel Lash.
Financial Advisor Magazine - In A Market That Won't Sit Still, Advisors Double-Down On Process. Quotes from Chris Mellone.
Barrons - The Labor Department Wants to Expand Access to Alts in 401(k)s. Financial Advisors Say Change Will Be Slow to Arrive. Quote from Andrew Fincher.
InvestmentNews - Revealed: The top places to work for financial advisors in 2026. Quote from Nicholas DiFiore.
The Daily Upside - Finances Are Straining Relationships, CFP Board Says. Advisors Are Stepping in to Help. Quote from Andrew Fincher.
Barrons - 529 Plans Can Be Losers. How to Pick a Winner. Quote from Deant Tsantes.
The Daily Upside - Forget Client Referrals. How Advisors Are Building a ‘Circle of Influence’ Instead. Quote from Daniel Lash.
FinancialPlanning - Humility alone won't win next-gen clients. Here's what else will. Quote from Andrew Fincher.
FinancialPlanning - Ask an Advisor: What's the future of legacy CRMs in an AI world? Quote from Andrew Fincher.
Morningstar - This Social Security mistake can put your spouse at higher risk of poverty when you die. Quote from Dean Tsantes.
Investment News - Managers should 'proactively hedge risks' as gold surges. Quote from Sean Beznicki.
2025
AOL.com - What's in store for our money in 2026? Quote from Dean Tsantes.
CNBC make it - How to figure out your ideal credit limit, according to financial experts. Quote from Dean Tsantes.
Investment News - Is First Brands implosion a new subprime crisis? Quote from Sean Beznicki.
Yahoo Finance - Using 'goal-based planning' to help you save for retirement. Live news segment featuring Andrew Fincher.
Investment News - European stocks are finally leading. Should financial advisors follow? Quote from Sean Beznicki.
Additional risks are associated with international investing, such as currency fluctuations, political and economic stability, and differences in accounting standards.
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Investment News - Private assets remain hot despite surging stock market. Quote from Sean Beznicki.
2024
Investment News - Cultivating The Next Generation Of Advisors. Feature on Daniel Lash.
DC Magazine - Dynamic Women Washington DC. Featuring Rose Price.
Investment News- Advisors weigh in on Vice President's wealth tax proposal. Quote from Daniel Lash.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
The Burn - Generous Support Allows Loudoun County Girls To Play Soccer At No Cost. Quote from Rose Price.
InvestmentNews - Europe a better place to visit than invest, advisors say. Quotes from Daniel Lash and Sean Beznicki.
CNBC Make It - How to manage your money in your 40s, according to CFPs. Quote from Andrew Fincher.
InvestmentNews - Should financial advisors be worried about Uncle Sam’s debt problems? Quote from Daniel Lash.
InvestmentNews - Advisors demanding more from asset managers than just latest fund. Quote from Daniel Lash.
MoneyGeek - Professionals' Advice About Choosing Between 401(k) Plans and Life Insurance. Quote from Rose Price.
Investment News - What’s in an acronym? Advisors name their favorite designations. Quote from Daniel Lash.
George Mason University - Financial Planning and Wealth Management Advisory Board Chair increases students’ access to rewarding career field. Feature of Daniel Lash.
Arlington Magazine - VLP Financial Advisors Spotlight.
2023
Investment News - Debt levels, economic concerns forcing Americans to make tough choices. Quote from Andrew Fincher.
Investment News - Helping clients avoid the cost of financial ignorance. Quote from Dean Tsantes.
Investment News - Advisors pile into Treasuries, leaving muni bonds behind. Quote from Dean Tsantes.
Investment News - Advisors fear slow growth, see value in high-quality bonds: PGIM study. Quote from Dean Tsantes.
Investment News - Back off, Burry! Advisors not buying into ‘Big Short’ fund manager’s bearish call. Quote from Dean Tsantes.
Investment News - Helping clients overcome their lack of ‘longevity literacy.' Quote from Dean Tsantes.
Barron's - What to Do When a Target-Date Fund Just Doesn’t Cut It. Quote from Chris Mellone.
InvestmentNews - CFP Board survey indicates inflation is a concern for 9 in 10 Americans. Quote from Andrew Fincher.
CNBC - 4 of the best places for cash as the Federal Reserve weighs a pause in interest rate hikes. Quote from Chris Mellone.
Arlington Magazine - VLP Financial Advisors Spotlight.
2022
Barron's - Are Target-Date Funds Good? Here’s What Advisors Really Think. Quote from Chris Mellone.
CNBC - Here’s how to adjust your portfolio as the Fed hikes interest rates again. Quote from Andrew Fincher.
George Mason University - CHSS Congratulates Spring 2022 Graduates. Quote from Daniel Lash.
CNBC - Target-date funds work up to a point. So don’t just set it and forget it. Quote from Chris Mellone.
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