Pontera Expands Platform to Support Non-Discretionary Retirement Advice
By Rob BurgessThe announcement comes amid an ongoing dispute over held-away account access.
September 02, 2026
Fake NFL Player, Phony Advisor Charged With Swindling at Least 26 Women: DOJA teenager posed as a financial advisor for the bogus San Francisco 49er, prosecutors say.
September 02, 2026
Altruist Introduces AI-Powered Financial Planning AgentThe announcement follows a tax planning deployment that sent wealth management stocks tumbling in February.
September 02, 2026
12 Talking Points for Client ReferralsClients might be happy to talk you up to their friends, but they might not know what to say.
September 02, 2026
Meet the Luminaries Class of 2026 FinalistsMore than 380 financial services firms and groups are being recognized for exemplary leadership, innovation and community impact.
September 02, 2026
PRO
Illness Can Wipe Out Retirement Savings, Unless Advisors Help Clients Plan AheadPreventive steps, expert say, can include long-term disability coverage and critical illness insurance.
September 01, 2026
PRO
How Adult Children Affect Gray Marriage Estate PlanningBrett Hina, of Cornerstone Private Wealth, helped an older couple entering marriage redefine the meaning of "fair."
September 01, 2026
Orion Adds BlackRock, Fidelity and Vanguard to Tailored Allocation PortfoliosThe strategies enable advisors to gradually migrate assets for clients with concentrated positions or tax sensitivities into model portfolios.