Why Trusts Matter More Than You Think
By Jeremiah BarlowAsk not whether clients are "rich enough" for a trust, but whether they're prepared for the future they're building.
April 15, 2026
DOL Retirement Unit Chief Sets Enforcement PrioritiesDaniel Aronowitz, head of EBSA, states in a new bulletin that EBSA will not use enforcement to drive policy.
April 15, 2026
Trump Threatens to Fire Powell If He Doesn't Exit FedPowell's stint as head of the central bank ends in May, but his term on its Board of Governors doesn't end until 2028.
April 15, 2026
12 U.S. Cities Where Home Values Rose Most in a YearBetween February 2025 and 2026, prices rose in some markets and fell in others, SmartAsset finds.
April 15, 2026
Wall Street Banks Cut 5,000 Jobs Even as They Notched Record ProfitsThe bulk of the cuts were at Wells Fargo, followed by Citigroup and Bank of America.
April 15, 2026
4 Ways Advisors Help Clients Manage RMDsAdvisors shared real-life examples of how they helped clients minimize these distributions — and lighten the tax hit.
April 15, 2026
Ed Slott: Clients' 2025 Tax Returns Are Key to 2026 PlanningThe returns, which reflect the new tax law, are a "valuable roadmap" for future years, Slott tells ThinkAdvisor.
April 14, 2026
SEC Approves Plan Removing Day-Trading Limit for Small InvestorsPublic feedback "overwhelmingly supported" FINRA's proposal to change the rule, an SEC official wrote.