12 Things That Set Top-Performing Wealth Managers Apart
By Michael S. FischerNew research on 2,385 advisors sorts out the best practices.
June 04, 2026
Continental General Acquires More Lindberg Company PoliciesThe acquirer now is handling 151,000 products sold by Global Bankers affiliates.
June 04, 2026
4 Strategies to Avoid Late-Payment Penalties After Filing an ExtensionPlans to address potential liability can be part of a holistic tax management strategy for clients and their advisors.
June 04, 2026
Most Clients Who Fire Their Advisor Don't Get a New One: StudyProblems with communication and advice quality are top drivers of client turnover, Morningstar finds.
June 04, 2026
After OBBBA, Some Wealthy Clients Have Estate Planning RegretsClients who rushed to give assets to children may be having second thoughts.
June 04, 2026
Debate: Do Taxpayers Benefit From 'Alternative' Health Plans?These options are not required to provide essential health benefits and can impose annual or lifetime caps.
June 04, 2026
Rep in Hot Water Over Annuity Rider, Reverse Mortgage RecommendationsClayton K. Shum also engaged in undisclosed outside business activities and disclosed clients' personal information, FINRA states.
June 04, 2026
Here's How Much Financial Planners Earned in 2025An annual compensation study shows that CFPs are earning more and are happy in their jobs.