Clients Without Children Feel Misunderstood. Here's How They Say Advisors Can Change.
By Rob BurgessA survey by Childfree Trust highlights the disconnect between advisors' assumptions and reality.
July 27, 2026
Keep Annuity Math and Disclosures Separate, Industry Groups SayCommenters fear that the NAIC could use its actuarial guideline process to create an extra layer of rules.
July 27, 2026
How a 3-Year-Old Can Change the Social Security Claiming MathA 63-year-old accountant expected to delay until 70. Then his son — and caregiving wife — entered the equation.
July 27, 2026
Most Americans Would Postpone Retirement to Financially Help a Loved OneThree-fourths of study participants would work up to five extra years should their assistance be needed.
July 27, 2026
Jeremy Siegel Stays Optimistic as Market Risks Pile UpThe fundamentals are strong, but AI spending, equity valuations and bond yields are cause for concern, he writes.
July 27, 2026
New Bill Lets Foster Children Receive Trump Account DonationsThe Foster Youth Investment Act adds an eligible qualifying class for the federal savings vehicles.
July 27, 2026
Orion Launches Digital Account Opening Tool for Advisor PortalGoldman Sachs Custody Solutions is the first custodian to integrate the wealthtech's offering.
July 27, 2026
12 Safest Big Cities in America: 2026SmartAsset ranked 83 cities on violent crime, property crime, traffic fatality rates and disaster risk.