The Estate Tax Exemption Cliff Is No More. Now What?
By Janet LevauxHere's what advisors got right before OBBBA and what deserves a second look, according to Oasis Group CEO John O'Connell.
August 03, 2026
FINRA Bars Ex-Ameriprise Advisor Charged in Gambling BustElias Chris Gerodemos refused to provide documents after being charged with involvement in an illegal sports betting operation.
August 03, 2026
RIA to Pay Nearly $500K for Overcharging ClientsPapamarkou Wellner Asset Management's client fees didn't match its advisory agreements or disclosure brochures, according to the SEC.
August 03, 2026
UBS to Pay $125M Over Anti-Money Laundering FailuresThe broker-dealer failed to adequately monitor customers' foreign currency wire transactions and onboarded risky clients, FinCEN finds.
August 03, 2026
10 States With the Biggest Jumps in Wage InequalityThe top 10% of earners are pulling farther ahead of the median in these states, according to SmartAsset.
August 03, 2026
Gary Shilling Warns of Trillion-Dollar 'Wipeout' if AI Profits Fall ShortDisappointing tech profits could lead to contagion in the rest of the market, the economist and advisor says.
August 03, 2026
Robert Rodriguez Bets It All on Anything but StocksThe value investor is prioritizing three asset classes, he tells ThinkAdvisor.
July 31, 2026
Near-Retirees Fear Running Out of Time to Travel, Not Money: SurveyAdvisors can help clients make the most of their healthy years to enjoy trips without depleting savings.