Top Financial Topics

Industry Spotlight

6 Ways Advisors Are Redefining Recruitment

Stifel Advisor Linked to $132M Arb Award Has Left the Firm

Morgan Stanley, Goldman and Wells Fargo to Settle $120M Lawsuit

When a Client's Child Gets Married, It's Time to Talk

Retirement Planning

Ed Slott: Roth Conversions Are Trickier Under New Tax Law

Learn All You Need to Know About the New Tax Law

The Most Educated Cities in America: 2025

Navigating Between Conflicting Client Goals

Annuities & Insurance

A Conference's Message: To Reach the Next Level, Ask the Right Questions

Navigating Between Conflicting Client Goals

Older Men Are Doing This One Unexpected Thing

4 Ways Tariffs Could Hurt Annuity Issuers

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Estate Tax Planning

Trust That These Trusts Have Value in a Higher Rate Environment

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Advisors Advice

8 Advisors' Investment Picks for This Volatile Market: Advisors' Advice

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Reg BI

The Rise of Human-AI Teams in Life Insurance

BD Hit With Reg BI Fine Over Annuity Exchanges

5 Years In, Reg BI Is Still Unclear to BDs

NASAA Votes to Restrict BDs' Use of 'Adviser,' 'Advisor'

What You Should Be Reading

Industry Voices

David Blanchett

For Advisors, DC Plans Offer More Opportunity Than Competition 

How Retirement Age and Social Security Claiming Age Are Related

Why Savers Need Help Estimating the True Cost of Retirement

Bob Doll

Bob Doll Checks In on His 10 Predictions for 2025

Does the ‘Plain Vanilla’ 60/40 Portfolio Really Need More Flavor?

Bob Doll Doubts Market Has Hit Bottom

Jeremy Siegel

Jeremy Siegel: Stock Rally Is Back; New Highs Likely (for Now)

Jeremy Siegel: Stocks Could Rebound to All-Time Highs Soon

Optimism Is Back as Stocks Rally on China Tariff Deal

Podcasts

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Succession Planning Success with Debbie Taylor

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Understanding the Retirement Revolution

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It’s Time to Talk Taxes With Sophia Duffy

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