$2.4B Ex-UBS Team Launches Evertern Wealth With Dynasty
By Melanie WaddellBased in Naples, Florida, the firm will serve high-net-worth families and retirees and custody assets at Goldman Sachs.
April 09, 2026
Vanguard Debuts 'Expert Insights' AI Portfolio ToolThe tool gives advisors direct access to the asset manager's portfolio analysis expertise, it says.
April 09, 2026
This AI Tool Coaches Advisors on the Human Side of AdviceFocal's agentic platform gives advisors feedback on improving empathy, listening actively and asking better questions, CEO John Connell says.
April 08, 2026
Why David Blanchett Avoids 529sBut the popular retirement researcher doesn't think everyone else should necessarily do so.
April 08, 2026
SEC Names New Enforcement DirectorDavid Woodcock, currently a partner at Gibson, Dunn & Crutcher, will start his new SEC post on May 4.
April 08, 2026
Most Advisors Have Big Gaps in Medicare Knowledge: SurveyFew who took an insurer's quiz understood that "Original Medicare" lacks a cap on annual out-of-pocket spending.
April 08, 2026
10 Best-Performing Dividend Stocks in Q1: MorningstarFrims with healthy balance sheets and strong yields can provide steady incomes and downturn cushioning, research finds.
April 08, 2026
Long-Term Care Hybrid Products Face Regulatory UncertaintySome states may give little attention to life or annuity riders that provide LTC benefits.