Tax Time Is Life and Annuity Trust Trap Time, Advisor Warns
By Allison BellHasty decisions about distributions or trustees could break delicate financial machinery.
February 17, 2026
Wall Street Wants to Bring Election Bets Into Brokerage AccountsThe proposed ETFs, disclosed in a filing on Feb. 13, cover presidential, Senate and House races across both parties.
February 17, 2026
Pacific Life Sold Complex IUL Policy as Retirement Strategy: LawsuitTwo retirees say they were induced to liquidate $1.5 million in savings to purchase an unsuitable insurance product.
February 17, 2026
LPL Lays Off 3% of Workforce 'Across All Areas'Based on LPL's year-end headcount, roughly 300 people were likely dismissed.
February 17, 2026
Mercer Taps Abby Salameh to Lead Key MarketThe $96 billion RIA also hired Chris Walters to oversee its San Diego team.
February 17, 2026
How an Advisor Became a Benefits Whiz and Multiplied His AssetsJames Bogart built a business serving employees of large companies. Then the pandemic changed everything — for the better.
February 17, 2026
The Ten Commandments of Client CommunicationThe key to building long-term relationships is developing a personal connection.
February 17, 2026
BofA Lifts CEO's Pay 17% for 2025Brian Moynihan will receive $41 million for his employment last year, when the bank raised profits.