Widow Wins $1.2M From UBS Over Annuity, Margin Loan
By Melanie WaddellThe advisor's recommendations and management style resulted in the client "essentially breaking even" over 11 years, her lawyer says.
May 11, 2026
New Bill Creates Savings Accounts for Skills TrainingEmployers and employees could contribute to tax-advantaged accounts to fund education and training expenses.
May 08, 2026
Are Some Annuity Issuers' Prices Crazy?Apollo's CEO raised the question. Other issuers' executives are talking about it.
May 08, 2026
Stocks Hit Record on Jobs Data as Chipmakers SurgeA revival of the AI trade has fueled an 11% jump in a gauge of semiconductors since last Friday.
May 08, 2026
ThinkAdvisor 2026 Luminaries Awards FAQDo you have questions about how to submit nominations this year? We've got answers for you!
May 08, 2026
Vanguard, BlackRock, Invesco Push for Invest Act PassagePolicy experts at the asset managers are awaiting Senate action on legislation that expands the accredited investor definition.
May 08, 2026
Jeff Levine Breaks Down the OBBBALast summer's landmark tax and spending legislation has many provisions that advisors should be familiar with.
May 08, 2026
New York Tax Plan That Angered Rich Is Proving Tough to DesignThe latest state budget includes a tax on second homes but no details on how the tax would be levied.