6 Firms to Merge Into New $4B RIA
By Rob BurgessFive of the founding firms of Kintra are current or former Commonwealth affiliates
April 22, 2026
If You Can't Beat Health Care Cost Increases ... Hedge Them?A top insurance industry risk math expert has designed two new ETFs for that purpose.
April 22, 2026
Foundation for Financial Planning Starts Search for New CEOJon Dauphiné, the leader of the nonprofit for more than a decade, plans to retire at year-end.
April 22, 2026
When a Client Wants to Help Their Child Buy a HomeAdvisors told us how they help parents aid their adult children without derailing their retirement plans.
April 22, 2026
AI Financial Plans Can Be Polished, Personalized and Wrong, Advisors SayAdvisors are starting to see clients come to them with AI-generated plans and asking their thoughts.
April 22, 2026
7 Tactful Phrases to Get Your Point AcrossSaying the right thing can be the difference between alienating a prospect and landing a new client.
April 22, 2026
New Bill Creates Prefilled Tax FormsThe Autofill Act would enable taxpayers to download pre-populated 1040 forms through an IRS website.
April 22, 2026
San Francisco Billionaire Punches Back Against 'Overpaid CEO' TaxAfter starting successful companies and amassing $13 billion, Chris Larsen has become the face of a billionaires' revolt.