Carlyle Gives MAI More Fuel for Its M&A Push
By Jane Wollman Rusoff"We're at the end of the beginning," the $75 billion RIA's CEO, Rick Buoncore, tells ThinkAdvisor.
April 28, 2026
60/40 Lagged in 2025, but Still Wins the Long Game: MorningstarThe traditional stock/bond portfolio, the researcher finds, "has been tough to beat" over extended periods.
April 28, 2026
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'Gray Divorce' Leaves Little Room for Error in Retirement PlanningAfter 65, the parties have more assets to split and less time to rebuild their financial lives.
April 28, 2026
10 Ways to Answer 'What Do You Do?'Get the other person interested enough to ask questions.
April 28, 2026
Tax Court Allows Loan Interest Deduction in Life Policy Termination CaseThe judge also kept the IRS from imposing a failure-to-pay penalty.
April 28, 2026
Your 50-Year-Old Client Has No Retirement Account. What's an Advisor to Do?This scenario is relatively common, advisors say, and there are several techniques to help these clients catch up.
April 27, 2026
Ex-Franklin Templeton Analyst Alleges Retaliation Over Fraud AllegationsJordan Strah complains in a lawsuit that the firm dismissed him after he claimed his manager deceived investors.
April 27, 2026
The High-End Collectibles That Gained, and Lost, Value in 2025Although values remained under pressure, Knight Frank notes, the annual decline slowed during 2025.