Why Some Wealthy Households Face a Tax Hike in 2026
By Melanie WaddellWhile the 2025 megabill cut rates for most, one group in particular could pay more, analyst Jeff Bush says.
January 08, 2026
5 Wealth Management Trends for 2026The business model is under pressure as the new year begins, according to OliverWyman.
January 08, 2026
Advisors Aren't Competing on Performance Anymore. Here's What Clients Are Measuring Instead.Speed and an ability to respond thoughtfully to questions will increasingly separate financial professionals from the competition.
January 08, 2026
SEC Seeks Huge Boost to AUM Threshold for Small AdvisorsThe plan would raise the threshold to $1 billion from $25 million, easing compliance burdens for more RIAs.
January 07, 2026
How Thrivent Is Hitting Recruiting Targets Without Big Payouts"We have a philosophy: If they come to you for money, they leave you for money," an exec says.
January 07, 2026
FINRA Hits BD With $20K Fine Over Form CRS FailuresVSI Securities failed to disclose its disciplinary history on the form over a five-year period.
January 07, 2026
4 Ways to Grow Your Practice Through PhilanthropyCharitable planning creates opportunities to deepen client relationships, engage multiple generations and attract high-net-worth families.
January 07, 2026
3 Must-Watch Advisor Trends for 2026RIAs face rising investor expectations, ongoing consolidation and the pressure to respond to emerging technologies like AI.