Structure an Inheritance With an Annuity
By ThinkAdvisor StaffHeirs can receive an income stream while avoiding a big tax hit.
October 15, 2026
UBS Reorganizes U.S. Wealth BusinessThe firm's field structure will consist of four divisions, including an international department focused on the ultra-wealthy.
October 15, 2026
Trust & Will Forms Fiduciary Trust CompanyThe unit handles administration, distributions, taxes and recordkeeping while advisors keep managing the investments.
October 15, 2026
7 Plot Twists in a 'Bonkers' ETF Market: Dave NadigThe ETF.com research director talks advisors through the blitz of new funds and strategies.
October 14, 2026
IRA Planning for Non-Spouse BeneficiariesRules around inheriting such accounts have drastically changed in recent years.
October 14, 2026
Cresset Appoints Joe Zidle as Chief Market StrategistPreviously, he held strategy roles at Blackstone Private Wealth, Richard Bernstein Advisors and Merrill.
October 14, 2026
AI Reshapes Family Offices' Investment Strategies: SurveyTrends like the buildout of the technology and rise of private markets are reshaping portfolios, BNY Wealth reports.
October 14, 2026
NARSSA Announces Inaugural Social Security SummitThe event takes place on Nov. 9, the first day of the NAIFA conference in Las Vegas.