4 Tips for Advisors to Stand Out: Morningstar
By Dinah Wisenberg BrinThey must build trust and act as partners, the researcher suggests, not simply focus on returns and risk.
February 04, 2026
81 Year-Old Plaintiff Seeks Expedited Hearing in $35M Northern Trust Elder Fraud SuitElizabeth Madden is asking the court to hear the case by Aug. 3 due to her age and declining health.
February 03, 2026
President Signs $1.2T Spending Package, Promotes Drug Pricing ShiftA separate Homeland Security funding bill fight could create new dealmaking opportunities.
February 03, 2026
FSI Wants These Advisor Rules Modernized in 2026Two big priorities: Off-channel communications and an updated accredited investor definition.
February 03, 2026
Don't Let Clients Miss These 7 Tax Benefits in 2026These breaks are new for the 2025 tax year, and some are temporary.
February 03, 2026
Congress Sends Trump $1.2T Spending Package With SEC Funding, Medicare ProvisionsThe Medicare provisions could eventually help clients use their favorite pharmacies and pay for Apple Watch devices.
February 03, 2026
Ex-Advisor Sentenced to 20 Years in Prison for $94M Ponzi SchemeAbout 25 Venezuelans applauded as a court official handcuffed Andrew Jacobus and escorted him away, the Miami Herald reported.
February 03, 2026
12 Worst States for Retirement: 2026The best retirement destinations are affordable, with good health care and amenities. These states fall short, WalletHub finds.