Mercer Taps Abby Salameh to Lead Key Market
By Janet LevauxThe $96 billion RIA also hired Chris Walters to oversee its San Diego team.
February 12, 2026
Using Trusts to Minimize State-Level TaxesFor clients expecting large capital gains and other liquidity events, planning opportunities exist.
February 11, 2026
Where to Park Your Clients' Cash NowExploring the optimal cash, cash-equivalent products and allocations can make a big difference to your clients.
February 11, 2026
CBO Lifts U.S. Deficit Call by $1.4T on Trump PoliciesThe tax overhaul and immigration crackdown are expected to cost more in the next decade than tariffs bring in.
February 10, 2026
Health Costs Clip Retirees' Income: ReportEven with Medicare coverage and ignoring long-term care, older Americans face sizable out-of-pocket medical spending.
February 10, 2026
Altruist Adds Tax Planning Tools Within AI Platform HazelJason Wenk, founder and CEO of Altruist, said Hazel's features redefine what tax planning means for advisors.
February 10, 2026
Wealth Manager Stocks Sink as Altruist Releases AI Tax ToolSchwab, Raymond James and LPL all had their worst showings since April, falling more than 7%.
February 10, 2026
Wells Fargo to Lay Off 112 in North CarolinaThe cuts in Raleigh will be effective on April 4.