12 Best States for Military Retirees: 2026
By Michael S. FischerConsiderations in transitioning to civilian life include economic environment, quality of life and healthcare, WalletHub reports.
May 15, 2026
When Clients Start an 'Encore Career' in RetirementThere are tax implications of starting a new business later in life instead of slowing down, experts say.
May 15, 2026
Integrated Partners Adds $850M City Square Wealth ManagementThe firm now boasts $25 billion in assets under advisement, according to its president, Andree Mohr.
May 15, 2026
Trump's More Than 3,700 Trades Astonish Wall Street InsidersIn the first quarter, the president bought at least $1 million each in firms like Nvidia, Oracle, Microsoft and Boeing.
May 15, 2026
SEC to Remain 'Active' in Pursuing Advisor CasesThe agency will also focus on retail investor fraud, according to its new enforcement chief, David Woodcock.
May 15, 2026
OpenAI, Plaid Aim to Bring Tailored Financial Guidance to the MassesUntil now, ChatGPT has only been able to provide generic recommendations.
May 15, 2026
Generative AI Is a Powerful Tool for Advisors, With LimitsThe firms that succeed in using AI agents will be the ones that prioritize effective governance.
May 15, 2026
Kitces: How AI Could Worsen the Advisor ShortageThe technology, the planner suggests, could lead firms to gut entry-level roles, creating experience gaps.