Nomination Deadline Extended for ThinkAdvisor's 2026 Luminaries Awards
By Janet LevauxWe're taking nominations through July 7 for firms and individuals demonstrating excellence in financial advisory services, AI, asset management and related fields.
June 25, 2026
Succession Planning Is Wealth Management's Defining Talent CrisisFor the next generation, the ownership path has never been clearer — or more out of reach.
June 25, 2026
Debate: Should Gold IRAs Be Part of a Retirement Portfolio?With inflation persisting, many clients have turned to commodities-based investments as a historically reliable asset choice.
June 25, 2026
Two Sales Agents Settle With SEC in Alleged $56M Ponzi SchemeOne raised millions through a purported family office, while the other promoted fraudulent notes on his radio show, the SEC says.
June 25, 2026
AI Backlash Is the Risk Wall Street Fears Can Stop Tech StocksConstraints on the buildout of data centers and the introduction of taxes aimed at AI could spell trouble for the S&P 500.
June 25, 2026
JPMorgan's Lake Exits, Setting Up New Race to Succeed DimonThe bank named Troy Rohrbaugh and Doug Petno co-presidents following the abrupt departure of consumer banking chief Marianne Lake.
June 25, 2026
5 Challenges Advisors Must Face in the Next Few YearsIndustry professionals are optimistic, Natixis reports, yet volatility and an aging client base offer near-term headwinds.
June 25, 2026
SEC Sends E-Delivery Rule to White House for ReviewSEC Chair Paul Atkins has said he's asked agency staff to draft a "broader" e-delivery rule.