Kestra Taps Addepar for Affiliated Advisors' Client Portal
By John ManganaroKey features of the new solution include a unified, transparent view of client wealth across accounts.
February 10, 2026
Health Costs Clip Retirees' Income: ReportEven with Medicare coverage and ignoring long-term care, older Americans face sizable out-of-pocket medical spending.
February 10, 2026
Altruist Adds Tax Planning Tools Within AI Platform HazelJason Wenk, founder and CEO of Altruist, said Hazel's features redefine what tax planning means for advisors.
February 10, 2026
Wealth Manager Stocks Sink as Altruist Releases AI Tax ToolSchwab, Raymond James and LPL all had their worst showings since April, falling more than 7%.
February 10, 2026
Wells Fargo to Lay Off 112 in North CarolinaThe cuts in Raleigh will be effective on April 4.
February 10, 2026
11 Actively Managed ETFs to Buy in 2026: MorningstarActive funds as a group have struggled to beat their indexes, yet some managers have outperformed, Susan Dziubinski writes.
February 10, 2026
Judge Dismisses Class-Action Suit Over Vanguard's $100 Exit FeeThe federal court allowed the plaintiff to amend and refile the complaint against the investment giant.
February 10, 2026
Your Clients Have Probably Heard This Risky Tax PitchA tax return's acceptance doesn't mean that a giant future tax bill isn't coming — with interest and penalties.