7 Times an Annuity Is Right for Your Client
By Bryce SandersAn annuity is often the wrong choice, but sometimes it's a great choice.
August 07, 2026
MoneyLion Veterans Roll Out AI Platform for Wealth ManagersThe platform, Astraeus, was built in collaboration with wealth firms, co-founder Jon Stevenson says.
August 07, 2026
Citi Cuts 268 Jobs at NY Headquarters, Part of Ongoing LayoffsCiti's overall headcount is down nearly 5% this year, the bank reported recently.
August 07, 2026
BlackRock's Rieder Sees AI Helping Buoy GDP Even as Hiring SlowsThe chief investment officer says the U.S. economy remains on track for 6% nominal growth in gross domestic product even as hiring stalls.
August 07, 2026
PRO
How Husbands' Early Social Security Claims Can Put Widows at RiskCouples who time their claims without considering survivor benefits are "asking the wrong question," an advisor says.
August 07, 2026
10 Growth Stocks for Long-Term Investors to Snap Up Now: MorningstarAnxiety about AI disruption has created opportunities to buy undervalued growth stocks, analysts say.
August 07, 2026
PRO
Why 'Breakeven' Framing for Social Security Claiming May Be 'Deeply Misguided'The way the decision is presented to retirees "dramatically shapes the decisions they make," economist Jeffrey R. Brown says.
August 06, 2026
Debate: Should Biden-Era Medicare Drug Subsidies End Early?The Centers for Medicare and Medicaid Services is eliminating Part D plan spending caps effective Dec. 31.