Why Investors Might Switch Advisors, and Other Insights
By John ManganaroDon’t miss ThinkAdvisor’s upcoming webcast on the results of Orion’s 2025 Wealthtech Survey and inaugural investor survey.
March 13, 2025
12 Most Expensive States for Long-Term Care: 2024Costs rose for all care types, Genworth and CareScout found.
March 13, 2025
New Bill Limits Social Security Clawbacks to 10-Year WindowCurrently, an indefinite lookback period allows SSA to collect funds from a recipient going back decades.
March 12, 2025
Why U.S. Life and Annuity Issuers Want the World to Calm DownAbout $1.8 trillion of their assets, and some of their owners, are in other countries.
March 12, 2025
Your Firm Was Taken Over! Now What?While change is inevitable, advisors need to be patient. Here are eight steps to consider.
March 12, 2025
How to Avoid Lawsuits When Switching FirmsThe rules are simple, but it's vital to follow them exactly, lawyers Brian Carlis and Scott Unger say.
March 12, 2025
Jeffrey Gundlach: 10 Market, Economic Predictions for 2025 and BeyondThe DoubleLine CEO sees a reversal in U.S. market exceptionalism.
March 12, 2025
2026 Social Security COLA Estimate Drops as Inflation CoolsThe estimated cost-of-living adjustment has waffled this year as inflation has risen and fallen.