Top Financial Topics

Industry Spotlight

SEC to Remain 'Active' in Pursuing Advisor Cases

Generative AI Is a Powerful Tool for Advisors, With Limits

Why Everyone is Suing the SEC Now — SEC Roundup

Corient Acquires $7.8B Capital Advisors

Retirement Planning

Social Security Wasted Money Chasing Small Overpayments, Watchdog Finds

Life and Annuity Issuers Add $346B to Assets

Ted Cruz Says Trump Accounts Could Replace Social Security. Retirement Pros Are Skeptical.

Americans Are Most Financially Burdened in These 12 States

Annuities & Insurance

40% of Retirees Under 80 Rarely or Never Use Email

Life Settlement Firm Aims to Get 30% of Revenue From Wealth Advisors by 2030

Genworth's CareScout Unit Gets a Line in the Financial Report

Senate Unites to Mourn Death of Former ACLI President Dirk Kempthorne

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Popular Financial Topics

Estate Tax Planning

New Bill Seeks to Curb Use of Trusts for Estate Tax Dodging

Wyden Bill Would Wreck Existing Private Placement Life and Annuity Arrangements

Dynasty, Wealth.com Partner on AI-Powered Estate Planning Tool

Sales of Much-Debated Life Product Rise 12%

Advisors Advice

When Your Client Says 'I Can Take It From Here': Advisors' Advice

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Reg BI

Reg BI Cases Keep Increasing

Cambridge Fined $200K for Failing to Quash UIT Trading

Branch Manager Suspended at Firm Accused of Widespread Churning

Rep Violated Reg BI With Structured Note Sales to Retirees: FINRA

What You Should Be Reading

Industry Voices

David Blanchett

How Health Influences Social Security Claiming

How to Use Longevity Protection and Guarantees to Create Better Retirement Outcomes

For Advisors, DC Plans Offer More Opportunity Than Competition 

Bob Doll

Bob Doll 'Cautiously Optimistic' on Stock Market

How Bob Doll's 10 Predictions for 2026 Are Holding Up

It's Beginning to Look a Lot Like the Dot-Com Bubble: Bob Doll

Jeremy Siegel

Jeremy Siegel: Stocks Could Face More Pressure

Jeremy Siegel Sees Short-Term Stock Slump

Market Correction More Likely Now: Jeremy Siegel

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