Final Days to Nominate for ThinkAdvisor's 2026 Luminaries Awards
By Janet LevauxNominate your candidates before the extended July 3rd deadline. The chosen 2026 Luminaries will be honored at the annual awards ceremony in New York City on Dec. 3.
June 23, 2026
College for Financial Planning Launches Generational Wealth Transfer DesignationTopics include tax and risk management strategies, business succession planning, philanthropy and navigating family dynamics.
June 23, 2026
Fidelity to Facilitate Trump Account RolloversThe financial giant says families can transfer accounts starting later this year.
June 23, 2026
Retiring This Year? Prepare for a Decade of Disappointment in Stocks: FinkeAlso, high inflation in early retirement can hit as hard as a market downturn, the American College professor suggests.
June 23, 2026
Stocks Slide as Wall Street Gets AI Wake-Up CallThe volatility was centered on memory providers — an area that has accounted for the lion's share of equity gains this year.
June 23, 2026
These Factors Have a Big Impact on Retirement Health CostsA five-year change in retirement timing or life span can affect costs significantly, Milliman reports.
June 23, 2026
12 Global Cities With the Most Ultra-Wealthy ResidentsThe number of individuals with $30 million or more grew 30% in the past two years, Altrata reports.
June 23, 2026
Morgan Stanley Plans $1.3 Billion Tower for Dallas ExpansionThe property is less than a mile from Goldman Sachs' $500 million campus and now includes a seafood restaurant and a defunct gym.