60/40 Lagged in 2025, but Still Wins the Long Game: Morningstar
By Dinah Wisenberg BrinThe traditional stock/bond portfolio, the researcher finds, "has been tough to beat" over extended periods.
April 28, 2026
Tax Court Allows Loan Interest Deduction in Life Policy Termination CaseThe judge also kept the IRS from imposing a failure-to-pay penalty.
April 28, 2026
Your 50-Year-Old Client Has No Retirement Account. What's an Advisor to Do?This scenario is relatively common, advisors say, and there are several techniques to help these clients catch up.
April 27, 2026
Ex-Franklin Templeton Analyst Alleges Retaliation Over Fraud AllegationsJordan Strah complains in a lawsuit that the firm dismissed him after he claimed his manager deceived investors.
April 27, 2026
The High-End Collectibles That Gained, and Lost, Value in 2025Although values remained under pressure, Knight Frank notes, the annual decline slowed during 2025.
April 27, 2026
How Sergey Brin Launched a Political War Over California's Wealth TaxThe proposed billionaire tax has drawn tech titans and business leaders more directly into the state's affairs.
April 27, 2026
Osaic Adds AI-Powered Documentation PlatformScribe is meant to streamline workflows, accelerate onboarding and improve operational consistency, the wealth management firm says.
April 27, 2026
Insurance Group Drops DOL Rollover Advice Suit"It may seem anti-climactic but we really see this as a red-letter moment," FACC CEO Kim O'Brien says.