Vanguard Taps New Chair for 2027
By Dinah Wisenberg BrinKenneth Jacobs, the former Lazard chair and CEO, is set to succeed Mark Loughridge, who retires Dec. 31.
July 23, 2026
Is 'Mini Retirement' the Next Big Thing?Not many Americans, MassMutual finds, have taken an extended break to rest, reset or pursue personal passions or goals.
July 23, 2026
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How Advisors Can Support Clients With IVF, Adoption & SurrogacyExpanded family-building measures can often carry retirement, tax and emotional complications.
July 22, 2026
Cresset Adds $1.1B Advisory TeamNick Smith and Chris Tiano were previously directors at Lazard Wealth.
July 22, 2026
Mega-IRA Crackdown Back in Play With New BillThe bill, floated by Sen. Ron Wyden and Rep. Richard Neal, would require distributions when tax-advantaged retirement accounts top $10 million.
July 22, 2026
Schwab CEO Seeks Broad Conversion of DIYers to Advisory ClientsJust 5% of the firm's retail clients pay for advice, while 31% say they'd be willing to, he says.
July 22, 2026
Blackstone, Vanguard Debut Funds to Bring Private Markets to Main StreetThe two new closed-end funds will first be available to certain Bank of America clients.
July 22, 2026
Orion's Reed Colley: What the Future of AI Looks Like for RIAs"AI is an incredible accelerant" for the evolution of holistic advice, the Orion Advisor Technology president says.