New Nitrogen Tools Gauge Clients' Insurance Needs
By Dinah Wisenberg BrinThe Insurance Center will help advisors develop strategies for life insurance, long-term care and retirement income.
August 13, 2026
Secret $6M Payment to Forbes Editor Raises Questions on Advisor RankingsThe personal gift from Shook Research founder RJ Shook leaves both brands "tarnished forever," marketing pro April Rudin says.
August 13, 2026
Richest to Profit in Trump's Capital Gain Tax Ideas for MidtermsThe White House is considering throwing its weight behind a push to raise a capital gains tax exemption for primary home sales and cut levies on investments.
August 13, 2026
Yardeni Raises S&P 500 View to 8,400 on 'Fabulous Earnings'With earnings season nearly over, firms have "broadly crushed industry analysts' forecasts," said the president and chief investment strategist at Yardeni Research.
August 13, 2026
Merit Adds $900M Firm From CommonwealthThe Bridgeway Group is the sixth team to join Merit from the Commonwealth platform since LPL announced its acquisition last year.
August 12, 2026
Life Insurance Needs a Market Conduct Standards Supplement, Consumer Rep SaysRichard Weber says one reason is to avoid bringing on the kinds of tax changes made in 1988.
August 12, 2026
Why Client Interest in Trusts Is SoaringIt's up sevenfold over the past decade, a study of calls to lawyers found. Advisors are getting more trust questions too.
August 12, 2026
Schwab Launches Single-Stock Futures for Over 50 CompaniesThe securities allow investors to express bullish or bearish sentiment without borrow fees or short-sale restrictions.