The 4% Rule: Love It or Leave It?
By John ManganaroSome like the simplicity of the approach, while others fear that its apparent inflexibility causes serious problems.
January 30, 2026
Jeff Levine Calls Tax-Planning Gap Report an 'Indictment' of Advisor IndustryThe self-professed tax nerd says he was disappointed by the results of a recent BlackRock survey.
January 28, 2026
Retirement Policy Change in 2026? Yes, It's PossibleThe DOL, not Congress, will likely be where most of the action is, Washington watchers say.
January 27, 2026
Tax Twists Could Put Clients' Retirement Plans at RiskBig shifts in public policy could soon put popular planning assumptions to the test, warned Michael Finke.
January 26, 2026
Nearly 700 Commonwealth Reps Left LPL Last Year. Here's Where They Landed.A sizable portion of the departing financial professionals moved into RIAs or RIA-centric models.
January 20, 2026
7 Steps Advisors, Wealth Firms Can Take to Win in 2026Industry leaders Shirl Penney and Natalie Wolfsen sound off on today's key issues with author April Rudin.
January 20, 2026
Retirement Industry Blasts Trump 401(k) Down Payment ProposalThere are concerns that the policy could confuse savers while worsening the affordability crisis.
January 20, 2026
5 Luxury Real Estate Trends for 2026Quiet luxury is out and living large is in, according to Coldwell Bankers' luxury property specialists.