Social Security Survivor Benefits: Claim Now, Switch Later
By ThinkAdvisor StaffWith this strategy, a surviving spouse who hasn't yet claimed can receive income while letting their own benefit grow.
September 15, 2026
New Merrill Services Help Clients Transition to Managed AccountsThe offerings enable clients to move cash and other assets in a gradual, tax-efficient way, according to the firm.
September 15, 2026
New Bill Would Let IRS Use AI to Detect Tax FraudThe AI Tax Integrity Act would test the potential of using artificial intelligence to spot inaccurate tax returns.
September 15, 2026
10 Ways Clients Can Connect With Their Future SelvesProjecting what could happen in 10 or 20 years can nudge prospects and clients to take action now.
September 15, 2026
Anthropic Releases Claude for Financial AdvisorsThe new suite, unveiled at the Future Proof Festival, connects to BlackRock, Schwab, Vanguard and others.
September 14, 2026
LPL Courts Lawmakers to Hash Out PrioritiesTom Gannon, the firm's chief advocacy officer, discusses four policy issues that are top of mind for advisors.
September 14, 2026
Widowed Americans Feel Confident, but Here's What They Need From AdvisorsAlmost 6 in 10 wish they had someone with whom to share financial decisions, an Ameriprise survey finds.
September 11, 2026
PRO
So Your Wealthy Client Wants a Doomsday BunkerThe first question: What does the client actually want protection from?