Featured

As Insurers Bleed Cash From Climate Shocks, Homeowners Lose

Formerly limited to states like Florida and California, climate change-caused insurance turmoil is a contagion spreading across the country.

Indexed Life Insurance: An Underutilized Savings Vehicle

An indexed universal life insurance (IUL) policy can be part of a long-term financial plan for investors with realistic expectations. (By Howard Sharfman)

He Fell Ill on a Cruise. They Handed Him a Bill Before He Boarded the Rescue Boat

The cruise line expected the passenger to immediately pay the full $2,500 medical bill iand doesn't accept "land-based" health insurance.

Layoffs Possible? Clients Need a ‘Plan B’

Having a career game plan has eased my tech clients’ transition to new roles and maintained their financial security. (By Bridget V. Grimes)

Garrett Planning Network, Revisited

A seasoned advisor comes out of retirement with a passion to bring GPN’s vision to the next generation. (By Eileen Freiburger)

Managing an Inheritance: When ‘Mom’s Money’ Becomes Your Client’s

More than half of millennials expect to inherit at least $350,000, a sum that many will find stressful and bewildering.

5 Ways to ‘Unretire’ Successfully

Unretirement is not failed retirement, says our columnist. Her encore career, she adds, “is the most fulfilling part of my life.” (By Marianne Oehser)

How to Calm Election-Year Jitters

Don’t let politics — even in a presidential election year — influence long-term decisions, say financial advisors.

Named An Executor? What You Need to Know

 If you or your clients are named executor of an estate, understand what’s required to protect from liability. (By Assunta McLane)

Family Offices Could Face Hefty Fines

Failing to comply with new reporting rules under the Corporate Transparency Act could cost $500 per day.

Latest News

See all >>

Prominent Silicon Valley Investors Turn Against Biden

Support for Trump was taboo in the liberal bastion, but frustration with Biden has driven some influential venture capitalists to the right.

Self-directed Brokerage Accounts Continue Growth Spurt

Balances in advisor-led Schwab Personal Choice Retirement accounts maintain a strong lead over non-advised accounts.

Tuesday More Investment Transactions May Fail

U.S. trading moves to a shorter settlement on Tuesday, but it is expected to temporarily increase transaction failure for investors.

State Street Global Advisors Adds SPDR Portfolio Treasury ETF to lineup

Priced at 3 basis points, the new offering provides broad treasury exposure to customize bond portfolios.

Commonwealth Increases Alternative Market Access With iCapital Platform

The new system is targeted to high-net-worth investors but will be expanded to serve individuals of other wealth classes.

2024 ETF Insights for Financial Advisors

The use of active ETFs and model portfolios is rising, according to a Brown Brothers Harriman report.

Elvis’ Granddaughter Sues to Block Sale of Graceland, Charging Fraud

She says an investment and lending company is making fraudulent claims about Lisa Marie Presley and wants to auction off Graceland.