Using Trusts to Minimize State-Level Taxes
By Robert Bloink and William H. ByrnesFor clients expecting large capital gains and other liquidity events, planning opportunities exist.
February 12, 2026
Altruist's Big Reveal Sent Wealth Management Stocks Tumbling. Here's What's Really Going On.While investors seemed to take the debut of an AI-powered tax tool as a new threat, an evolution is well underway.
February 12, 2026
Nuveen to Buy UK Asset Manager Schroders in $13.5B DealThe deal creates one of the world's largest active asset managers with nearly $2.5 trillion of assets.
February 11, 2026
Corebridge Shrugs Off Changing Interest Rate WindsExecutives predicted that strong distribution will help keep annuity sales on course.
February 11, 2026
Nasdaq Rolls Out Indexes for Private MarketsThe index suite is meant to provide more transparency and vigor to private markets, Nasdaq says.
February 11, 2026
IRAs Hold More Assets Than 401(k)s, and That's a Problem: Alicia Munnell"The growing role of IRAs has resulted in a much less effective retirement system," the retirement expert says.
February 11, 2026
Where to Park Your Clients' Cash NowExploring the optimal cash, cash-equivalent products and allocations can make a big difference to your clients.
February 11, 2026
CBO Lifts U.S. Deficit Call by $1.4T on Trump PoliciesThe tax overhaul and immigration crackdown are expected to cost more in the next decade than tariffs bring in.