Time to Consider Accredited Investor Alternatives: SEC's Atkins
By Melanie WaddellThe SEC chairman told senators that wealth should not be the only qualifier for accredited investor status.
February 12, 2026
How Advisors Know It's Time to Break Up (With Their Firm)As Valentine's Day brings relationships into focus, consider whether your current firm is still a good match.
February 12, 2026
Using Trusts to Minimize State-Level TaxesFor clients expecting large capital gains and other liquidity events, planning opportunities exist.
February 12, 2026
Aging Boomers to Put Pressure on Social Security: CBOParticipation in federal programs is projected to continue growing faster than the overall population, a report finds.
February 12, 2026
12 Cities Where Millennials Are Moving: 2026Many in this cohort are relocating for job opportunities, preferable lifestyles, family or other considerations.
February 12, 2026
Altruist's Big Reveal Sent Wealth Management Stocks Tumbling. Here's What's Really Going On.While investors seemed to take the debut of an AI-powered tax tool as a new threat, an evolution is well underway.
February 12, 2026
Nuveen to Buy UK Asset Manager Schroders in $13.5B DealThe deal creates one of the world's largest active asset managers with nearly $2.5 trillion of assets.
February 11, 2026
Corebridge Shrugs Off Changing Interest Rate WindsExecutives predicted that strong distribution will help keep annuity sales on course.