UBS Hits Back Over Nazi-Accounts Probe Amid Senate Pressure
By Hugo MillerThe bank says the U.S. lawyer overseeing a six-year-old inquiry into Credit Suisse is exceeding his mandate.
May 22, 2026
Rockefeller Global Family Office Adds $1B Team From Morgan StanleyMichael Outlaw, president of Rockefeller Global Family Office, told ThinkAdvisor that expanding their Florida presence was key.
May 21, 2026
Pacific Guardian Life to Acquire The Standard's Individual Annuities BusinessMeiji Yasuda owns both companies, and the deal could be a hint about what it will do next.
May 21, 2026
Why Clients Should Consider Roth Conversions When Stocks DropThey can get more bang for their tax buck — but they need to keep their full tax picture in mind.
May 21, 2026
Wealth.com Partners With AcquireUpAdvisors have been asking for education-driven client engagement strategies, according to Tim White, a platform exec.
May 21, 2026
Robert Sofia: What AI Can and Can't Do for Advisor Marketing"To say that AI is the answer to marketing is like saying the keyboard is the answer to writing," the Snappy Kraken CEO says.
May 21, 2026
How Guaranteed Income Streams Can Help Retirees Preserve AssetsAccess to such options as defined benefit pension income may mitigate future financial shocks, research finds.
May 21, 2026
New York Tax on NYC Cash Home Purchases Close to CollapsingThe state still plans to enact a new pied-à-terre tax on pricey second homes in the state budget.