Why Client Interest in Trusts Is Soaring
By Rob BurgessIt's up sevenfold over the past decade, a study of calls to lawyers found. Advisors are getting more trust questions too.
August 12, 2026
IRS Releases New Forms to Simplify IRA RolloversThe new guidance could help advisors and clients "avoid rollover errors and headaches," Ed Slott says.
August 12, 2026
LPL Advisor Must Pay UBS $5.6M Over Promissory Note BreachAn arbitration panel awarded the financial services firm amounts due under the notes, plus interest and attorneys' fees.
August 12, 2026
CogniCor Adds Beacon Pointe Chair to Advisory BoardShannon Eusey will advise the California-based enterprise AI platform on its strategic planning and growth initiatives.
August 12, 2026
10 Principles of Time Management for AdvisorsEven as technology might make things easier for financial professionals, discipline and structure are still required.
August 12, 2026
Top 12 States for Homebuyers Under 35In some parts of the U.S., young buyers account for more than a quarter of mortgage applications, SmartAsset finds.
August 12, 2026
Goldman Sachs to Acquire ETF Provider Neos in $2.3B DealNeos is behind nearly two dozen options-based income ETFs commanding some $32 billion in assets.
August 12, 2026
For a Successful Gray Marriage, Plan for the End at the Beginning"Young couples think love will conquer all," an attorney says, "but gray couples realize careful planning conquers all."