Top Financial Topics

Industry Spotlight

Hightower Names Longtime Goldman Exec as Chief Advisory Officer

6 Ways Advisors Are Redefining Recruitment

Stifel Advisor Linked to $132M Arb Award Has Left the Firm

Morgan Stanley, Goldman and Wells Fargo to Settle $120M Lawsuit

Retirement Planning

Workers Think They'll Need $1.3M to Retire: Survey

Bonds Steadied Annuity Issuers in Q2: Morgan Stanley

Social Security 2026 COLA Estimate Rises to 2.6%

No Final Decision on DOL Fiduciary Rule — Yet

Annuities & Insurance

How to Fix the Agent Retention Crisis in Life Insurance

A Conference's Message: To Reach the Next Level, Ask the Right Questions

Navigating Between Conflicting Client Goals

Court Rejects Part of Frozen DOL Rollover Rule

Recommended For You

Immediate Answers to Critical Tax Questions At Your Fingertips

Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts.

Get More Information

Recently Added Q&As

Popular Financial Topics

Estate Tax Planning

Trust That These Trusts Have Value in a Higher Rate Environment

Should These Clients Buy an Annuity? Two Case Studies

Trust as IRA Beneficiary? Avoid These Mistakes

Supreme Court Favors IRS Over Tax Court

Advisors Advice

8 Advisors' Investment Picks for This Volatile Market: Advisors' Advice

9 Ways to Make Model Portfolios Work for Clients: Advisors' Advice

How 7 Advisors Are Easing Clients' Tariff Worries: Advisors’ Advice

7 Portfolio Tips for a Falling-Rate Environment: Advisors' Advice

Reg BI

The Rise of Human-AI Teams in Life Insurance

BD Hit With Reg BI Fine Over Annuity Exchanges

5 Years In, Reg BI Is Still Unclear to BDs

NASAA Votes to Restrict BDs' Use of 'Adviser,' 'Advisor'

What You Should Be Reading

Industry Voices

David Blanchett

For Advisors, DC Plans Offer More Opportunity Than Competition 

How Retirement Age and Social Security Claiming Age Are Related

Why Savers Need Help Estimating the True Cost of Retirement

Bob Doll

Bob Doll Checks In on His 10 Predictions for 2025

Does the ‘Plain Vanilla’ 60/40 Portfolio Really Need More Flavor?

Bob Doll Doubts Market Has Hit Bottom

Jeremy Siegel

Jeremy Siegel: Stock Rally Is Back; New Highs Likely (for Now)

Jeremy Siegel: Stocks Could Rebound to All-Time Highs Soon

Optimism Is Back as Stocks Rally on China Tariff Deal

Podcasts

More Podcasts

Succession Planning Success with Debbie Taylor

 ThinkAdvisor, sponsored by Jackson National Life Insurance Company Listen Now

Understanding the Retirement Revolution

 ThinkAdvisor, sponsored by Jackson National Life Insurance Company Listen Now

It’s Time to Talk Taxes With Sophia Duffy

 ThinkAdvisor, sponsored by Jackson National Life Insurance Company Listen Now