Liz Ann Sonders: Market Broadening Likely to Persist Amid Rapid-Fire Rotation
By Dinah Wisenberg Brin"The new momentum trade is rotation," the Schwab strategist says.
February 13, 2026
Ameriprise Advisor Tricked by Phishing ScamIt was the firm's second report of a phishing-related data breach in as many months.
February 13, 2026
Ameriprise Sweetens Advisor Recruiting OffersCompetition with independent broker-dealers for advisors is still strong, but more measured, he said.
February 13, 2026
Social Security 2027 COLA Estimated at 2.8%An increase at this level "would only exacerbate seniors' financial stress," said Shannon Benton of The Senior Citizens League.
February 12, 2026
Time to Consider Accredited Investor Alternatives: SEC's AtkinsThe SEC chairman told senators that wealth should not be the only qualifier for accredited investor status.
February 12, 2026
AI Will Make Human Advisors Strong, Morgan Stanley Exec SaysJed Finn dismissed fears that the new systems will crowd out people.
February 12, 2026
Lincoln Financial CEO Likes Fixed and Fixed Indexed AnnuitiesEllen Cooper wants to avoid competing on price in the RILA market.
February 12, 2026
How Advisors Know It's Time to Break Up (With Their Firm)As Valentine's Day brings relationships into focus, consider whether your current firm is still a good match.