Gen Xers Are Freaking Out About Money
By John StevensonAdvisors can do something about that.
February 17, 2026
Average Tax Refunds Up More than $200 as Filing Season OpensThe Treasury Department has promised tax refunds $1,000 higher on average than last year.
February 17, 2026
Wall Street Wants to Bring Election Bets Into Brokerage AccountsThe proposed ETFs, disclosed in a filing on Feb. 13, cover presidential, Senate and House races across both parties.
February 17, 2026
Pacific Life Sold Complex IUL Policy as Retirement Strategy: LawsuitTwo retirees say they were induced to liquidate $1.5 million in savings to purchase an unsuitable insurance product.
February 17, 2026
LPL Lays Off 3% of Workforce 'Across All Areas'Based on LPL's year-end headcount, roughly 300 people were likely dismissed.
February 17, 2026
Mercer Taps Abby Salameh to Lead Key MarketThe $96 billion RIA also hired Chris Walters to oversee its San Diego team.
February 17, 2026
How an Advisor Became a Benefits Whiz and Multiplied His AssetsJames Bogart built a business serving employees of large companies. Then the pandemic changed everything — for the better.
February 17, 2026
The Ten Commandments of Client CommunicationThe key to building long-term relationships is developing a personal connection.