7 Ways 'Solo Agers' Have, and Haven't, Prepared for Decline
By Allison BellClients with no spouses or adult children could benefit from some extra support from a financial professional.
November 03, 2025
Nationwide Pledges $1.5B to Tech Innovation Through 2028The firm's investment includes $100 million in annual outlays earmarked to advancing artificial intelligence.
November 03, 2025
Show Clients the Benefits of Consolidating Their AssetsBefore clients reduce the number of advisors they work with, they need to see what's in it for them.
November 03, 2025
BD Hit With $80K Fine Over Annuity Switches, Background Checks: FINRASupreme Alliance failed to supervise purchases of deferred variable annuities and rates of VA exchanges, the order states.
November 03, 2025
8 Ivy League Schools’ Endowment Investment Returns, Ranked: 2025Each institution's performance improved year over year, some by several percentage points, and all boosted AUM.
November 03, 2025
BofA CEO to Face Investors With the Worst Returns on Wall Street"The pressure is on," given how the bank has been performing against its competitors, said bank analyst Mike Mayo.
November 03, 2025
MAI Completes Evoke Advisors Acquisition, Creating $65B Wealth EnterpriseMAI has also made new leadership appointments to help guide the combined firm’s next chapter of growth.
November 03, 2025
Gundlach Slashes DoubleLine's Gold HoldingsGold isn't the only asset "at a very aggressive level," he warns.