Why Early Retirement Can Be a Smart Tax Move
By Jane Wollman RusoffW-2 earnings, planner Sean Mullaney argues, carry a much higher tax burden than drawing on assets.
June 22, 2026
Choosing Annuities Is Hard, Even for Well-Informed People, Researcher SaysJeffrey Brown makes the case for respecting the power of carefully designed defaults.
June 22, 2026
JPMorgan Fights $4M FINRA Award to Rep Fired Over Super Bowl PartyThe bank argued it "had ample reason to terminate" Brent Ryan Bodner for misrepresenting the nature of an expense.
June 22, 2026
War, Inflation Can't Stop ETFs' Trillion-Dollar Inflow BoomAt the same time, more than 600 products have started trading this year, the fastest pace ever.
June 22, 2026
Ex-Broker Pleads Guilty to Robbing Bank With Fake BombScott Charles Tunis reportedly had been experiencing financial stress and self-medicating with alcohol.
June 22, 2026
Stifel Pays $3M to Settle Claim Over Barred Broker's Structured Notes StrategyAfter a $133 million award in April, the firm faces up to 19 additional complaints tied to Chuck Roberts.
June 22, 2026
Former CFA Executive Gets Up to 9 Years for EmbezzlementMichael J. Collins, CFA Institute's former chief marketing officer, was sentenced Monday in New York state court.
June 22, 2026
New Planners Are Being Shut Out of RIAs Despite Advisor ShortageIt's not just because of AI, New Planner Recruiting co-founder Caleb Brown tells ThinkAdvisor.