A Tax-Free Way to Fund Long-Term Care
By ThinkAdvisor StaffClients who don't want standalone LTC coverage might consider a "hybrid" life or annuity contract.
September 23, 2026
Clients' Social Security, Medicare Worries Run High Ahead of Midterms: CFP BoardCost pressures are driving some clients to make reactive decisions, a report finds.
September 23, 2026
Captrust Picks Up $1.2B With Two-Firm DealNew York-based Compass Advisors and Long Island Wealth Management have joined the RIA, bringing seven advisors.
September 23, 2026
Corient Adds $2.6B Multifamily Office in Cayman IslandsThe Miami-based firm manages about $572 billion globally.
September 23, 2026
Morgan Stanley Advisors Face Higher Revenue Hurdles in 2027With grid thresholds 10% higher, a market dip "becomes a dangerous double-whammy," a consultant says.
September 23, 2026
12 Helpful Phrases for 4 Client SituationsThe right expression, used at the right time, can create an "aha" moment.
September 22, 2026
AM Best Downgrades A-Cap Annuity Issuers Atlantic Coast Life and Sentinel SecurityThe rating agency is still open to the possibility that a capital raise and corporate restructuring could help the companies.
September 22, 2026
How to Manage Client Data in an AI WorldThe industry needs to rethink sending sensitive investor information to a frontier model and then focusing on safeguards.