Trust & Will CEO Bets Big on AI Agents, Warns of Misuse
By Rob Burgess"I genuinely do worry about the predatory opportunities," Cody Barbo tells ThinkAdvisor.
October 21, 2026
Osaic Nabs $2.3B ICG next From LPLJames A. Costabile, managing partner, said the wealth management firm entered serious breakaway conversations about six months ago.
October 21, 2026
15 State Tax Ballot Measures to Watch in the MidtermsCalifornians will vote on a wealth tax for billionaires — but there's a twist.
October 21, 2026
Schwab Implements Fees on ETF ProvidersThe company said last year that it was considering platform fees for third-party ETF issuers.
October 21, 2026
Recruiting Competition Is 'Fierce,' Osaic President SaysShannon Reid is watching the surge in independent recruiting and helping advisors deal with the rapid change brought on by AI.
October 20, 2026
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Buffer Annuities: Downside Protection Isn't a FloorRILAs allow investors to capture market gains, but they can be riskier than other annuities.
October 20, 2026
Top 15 States for Federal Estate TaxesFor families in these places, the coming tax policy fights in Congress could mean something.
October 20, 2026
Widows Need a 'License to Spend': StudyIf the surviving spouse doesn't feel comfortable spending their savings, you've "essentially failed in your retirement income plan," Michael Finke says.