New SEC Marketing Rule FAQ Tackles Fees, Testimonials
By Melanie WaddellMore FAQs are likely on the way as the industry seeks clarity on the rule, says Valerie Mirko.
January 20, 2026
5 Luxury Real Estate Trends for 2026Quiet luxury is out and living large is in, according to Coldwell Bankers' luxury property specialists.
January 20, 2026
Wells Fargo to Move Wealth Headquarters to West Palm BeachThe new office means the unit's leaders can be closer to their largest clients, said wealth chief Barry Sommers.
January 20, 2026
Trump Blasts Dimon, Threatens to Sue JPMorgan Over DebankingThe president alleged last year that the bank had asked him to close some accounts due to the Capitol attack of Jan. 6, 2021.
January 20, 2026
3 Things to Know About Using Individual Annuities in Costa RicaHere's an example of how collecting retirement income in another country really works.
January 16, 2026
What Wealth Managers Can Learn From Social Media FinfluencersThe key to social media success is offering emotional support, not product pitches, Storyful's Tara Naughton says.
January 16, 2026
To Prepare Next-Gen Wealth Holders, Remember the Three C'sFamilies of significant means recognize that each generation must build three core capacities.
January 16, 2026
Advisor From Florida's The Villages Charged With Stalking Ex-WifeArthur West, known in the retirement community for holding annuity seminars, sent threatening texts, police records show.