13 States Don't Tax Retirement Income. Should Clients Move?
By Rob BurgessThe process — and the real tax differences between states — can be less straightforward than clients expect, advisors say.
July 21, 2026
Hybrid Remains the Most Popular Advisor Channel: AdvizorProAbout 31% of wirehouse advisors are women, versus 19% of independent RIAs, a new report finds.
July 20, 2026
PRO
Some Gen X Retirement Savers Face Extra Longevity RiskThey could live to 100, and so could their spouses. But wait, there's more.
July 15, 2026
Life and Annuity Issuers Prepare to Post Q2 NumbersAdvisors will see whether volatility gave more than it took.
July 15, 2026
PRO
Challenging the 4% Rule, Blanchett Boosts 'Guided' Spending RatesWith a flexible approach, retirees could draw much more from portfolios, the Prudential researcher's report says.
June 30, 2026
PRO
What Happens to Annuities When the Old World Falls Apart?Ludovic Subran, chief economist at Allianz, warns against assuming that the same old glue will fix things.
June 22, 2026
PRO
The True Costs of Retirement Communities, and How Advisors Can HelpCosts for developments like The Villages go far beyond the sticker price, but they can be managed with careful planning.
June 12, 2026
PRO
Are More Life and Annuity Issuers Set to Merge?The Corebridge-Equitable deal has other CEOs thinking about additional M&As. Here's what a deal surge could mean for advisors and for the industry.