New Research Challenges 4% Rule With Hybrid Approach
By Rob BurgessPartial annuitization combined with market exposure outperforms other scenarios, a study suggests.
July 30, 2026
PRO
AI Is Now Advisors' Top Compliance Worry. Here's What They Should Do.Eighty-five percent cite the technology as their most pressing concern, the Investment Management Compliance Testing Report finds.
July 30, 2026
One Group of Private Assets Is on the Cusp of Significant Growth: CerulliThis trend underscores the need for firms to develop strategic partnerships to attract advisor-intermediated assets, research finds.
July 30, 2026
Mortgage Rates Rise to 6.66%, Highest Level in a YearThe average for a 30-year fixed loan increased to 6.66% from 6.58% a week earlier, Freddie Mac said.
July 30, 2026
Long-Term Care Insurance Premiums FallThe cost of benefits linked to a life insurance policy is holding steady, according to a new AALTCI report.
July 30, 2026
Q2 Sales of Traditional Variable Annuities Rose 25%Retirement savers were willing to face more volatility for a chance to earn higher returns, according to LIMRA data.
July 30, 2026
PRO
As Retiree Healthcare Costs Keep Rising, Planning Ahead Can HelpOlder clients will spend 7.5% more on this expense in 2026 compared to 2025, a Fidelity study finds.
July 30, 2026
Jeffrey Gundlach: Passive Investing a 'Trap' Amid Huge Tech IPOsInvestors choosing the passive approach should prioritize equal-weighted indexes, Gundlach suggests.