Gray Divorce Can Derail Your Clients' Retirement Plans
By Michael S. FischerDivorcing near or after retirement presents challenges, Allianz Life finds, especially if a couple created a plan together.
August 04, 2025
11 Mistakes Clients Make When Things Are Going WellWhen the market is high, they might start to forget that long-term investing requires discipline.
August 01, 2025
New Tax Law Eases Reporting Rules for Gig Work, Payment AppsThe One Big Beautiful Bill made a change that could greatly reduce 1099 reporting burdens for some clients.
August 01, 2025
Mercer Nabs $1.2B Raymond James Team in FloridaThe acquisition in Naples marks Mercer Advisors’ third billion-dollar deal in three months.
August 01, 2025
12 States With the Most RIAs Registered Outside the U.S.SmartAsset’s research found that 2.6% of all U.S.-based RIAs are registered with a foreign regulatory authority.
August 01, 2025
Fidelity Taps Vestmark for New Custom Model PortfoliosThe custom models can include semi-liquid interval funds, SMAs, ETFs and mutual funds within a single custodial account.
July 31, 2025
What Tax-Free Home Sales Could Mean for Wealthy AmericansJeff Levine says proposed legislation might lead to some "VERY interesting" capital allocation decisions.
July 31, 2025
Eagles Team Up with JanneyThe two Philadelphia-based groups will focus on promoting conversations about the importance of financial planning.