Is a Social Security Lump Sum Right for Your Client?
By ThinkAdvisor StaffA big check now can come with reduced benefits later. But in certain client situations, there's no downside.
August 21, 2026
With 261 Designations and Counting, How Many Are Worth It?FINRA maintains a list of the certification programs but does not regulate the entries.
August 21, 2026
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AI Rules for Advisors Aren't Here Yet. The Compliance Risks Are.Advisors should expect regulators to scrutinize their AI use under existing rules.
August 19, 2026
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What a Home Can and Can't Do in a Client's Retirement PlanHousing should be considered a retirement asset, not an investment, advisors say — and the distinction matters.
July 28, 2026
With Lifestyle Creep 'the Rule, Not the Exception,' Here's How Advisors Can HelpAs clients earn more, expenses often rise, erasing gains that could be put toward retirement planning.
July 24, 2026
How Advisors Can Keep Rising Costs From Derailing Clients' Retirement PlansWhen cash flow tightens, clients can be tempted to cut retirement savings. Here's how to reframe the conversation.
July 17, 2026
Inside Clark Capital's $45B Growth RunMany advisors consider the asset manager, acquired by Raymond James, an extension of their own offices, execs say.
July 14, 2026
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How to Track Life Insurers' 'Payment in Kind' ExposurePIK is no longer about farmers paying off loans with loads of carrots; it's a key health indicator for private credit portfolios.