High-Net-Worth Women Open to Alts if Advisors Recommend Them: Survey
By Dinah Wisenberg BrinTheir long-term approach to investing aligns well with alternative investments, Brookfield reports, but only 44% invest in them.
May 19, 2026
Ed Yardeni: 5 Reasons This Bull Market Isn't Like the Dot-Com BubbleMost segments have delivered double-digit gains since 2022, the economist notes, so tech spikes are less frothy.
May 19, 2026
PRO
How to Keep Client Couples' Simultaneous Retirements From Going WrongCouples who leave the workforce at the same time may be surprised when expectations don't meet reality.
May 19, 2026
Orion, Flourish Expand Integration for Held-Away Cash VisibilityThe move supports advisor-client conversations around cash-flow planning, distributions, excess cash management, Orion exec Trent Mumma says.
May 19, 2026
Best & Worst Broker-Dealers: Q1 Earnings, 2026The 11 broker-dealers had an average jump in profits of 60% in the period versus a year ago.
May 19, 2026
PRO
New Bill Would Extend a Popular RMD Optimization Tool to 401(k)sThe Charity Parity Act would allow QCDs from workplace retirement plans. Ed Slott is skeptical.
May 19, 2026
FINRA Launches Structured Notes SweepThe regulator is zeroing in on Reg BI obligations tied to non-principal protected "worst-of" structured notes.
May 19, 2026
6 Ways Clients Can Tell If They're Getting Good ServiceOne way to get referrals is to earn referrals.