Nitrogen Rolls Out Legacy Center
By Rob BurgessThe new platform, according to CEO Dan Zitting, helps address advisor concerns over generational wealth transfers.
May 18, 2026
Broker Accused of Trading in Dead Client's AccountJohn Polemis also took $28,000 in loans from the client and didn't repay him, FINRA alleges.
May 18, 2026
12 Best States for Military Retirees: 2026Considerations in transitioning to civilian life include economic environment, quality of life and healthcare, WalletHub reports.
May 18, 2026
Morgan Stanley's Wilson Warns Stock Rally at Risk From Bond RoutThe firm expects a "meaningful" stock correction if bond market volatility inreases and long-term rates keep rising, Wilson writes.
May 15, 2026
Merrill Settles With Ex-Miami Dolphin for $1.25MFormer cornerback Sean Smith had sought $3.5 million in damages tied to a now-barred broker.
May 15, 2026
When Clients Start an 'Encore Career' in RetirementThere are tax implications of starting a new business later in life instead of slowing down, experts say.
May 15, 2026
Integrated Partners Adds $850M City Square Wealth ManagementThe firm now boasts $25 billion in assets under advisement, according to its president, Andree Mohr.
May 15, 2026
Trump's More Than 3,700 Trades Astonish Wall Street InsidersIn the first quarter, the president bought at least $1 million each in firms like Nvidia, Oracle, Microsoft and Boeing.