'Giving While Living' Now Mainstream Among Wealthy Families: Report
By Dinah Wisenberg BrinAdvisors often hesitate to broach the subject, but many clients are waiting for them to do so.
February 24, 2026
LPL Expands Partnership With AnthropicThe announcement came as Anthropic announced new wealth management-focused plugins for its AI assistant, Claude.
February 24, 2026
JPMorgan to Cut 120 Jobs in New JerseyThe layoff notice follows several hundred job cuts announced in New Jersey and California in 2025.
February 24, 2026
Annuity Issuer Backs Away From Multi-Year Guaranteed Annuity FrayF&G Annuities & Life executives think returns on indexed annuities look better.
February 24, 2026
U.S. Weighs Bank Citizenship-Data Requirements: ReportsThe order, reported by the Wall Street Journal and Semafor, could apply to new clients as well as existing account holders.
February 24, 2026
WisdomTree Gets SEC Nod for Tokenized Money Fund to Trade 24/7The approval could have major implications for the plumbing of cash management, the asset manager says.
February 24, 2026
S&P 500 Rebounds as Anthropic Update Tempers AI AngstThe shift comes a day after the artificial-intelligence "scare trade" pummeled financial and software firms.
February 24, 2026
The Hottest RIA Deals Aren't About AUM: FidelityFirms are expanding by adding capabilities rather than simply acquiring client assets, the financial services giant reports.