Does BlackRock's Sale of FutureAdvisor to Ritholtz Deal Death Blow to Robos?
By Dinah Wisenberg BrinThe deal signals "big asset managers' digital efforts are over," says Tim Welsh of Nexus Strategy. Others disagree.
February 24, 2023
The Murky Side of Tax-Loss HarvestingA recent ProPublica story raised questions on abuse of wash-sale rules. Here's what advisory pros think.
February 22, 2023
8 Ways Secure 2.0 Act Affects Retirement PlansSecure Act 2.0 has an incredible 92 different provisions. Here are eight of the most important ones to know.
February 21, 2023
Washington State's LTC Mandate Temporarily Reshaped Life Sales: MIBGenworth, ILTCI and neurologists also have long-term care market news.
February 21, 2023
More Advisors Would Have Custody Under New SEC Plan. Here's How.The Safeguarding Rule would cover more advisor activities and require "extensive" new relationships with custodians, legal experts say.
February 17, 2023
Older Americans Are Richer Than Thought: Census BureauA change in measurement techniques suggests older Americans have more income than thought — and younger Americans less.
February 15, 2023
This Hedge Fund Pro Is Remaking Northern Trust's Fixed Income Investing ProcessTom Swaney tells ThinkAdvisor how his firm is seeking to boost performance and gives his bond market outlook.
February 14, 2023
Bill to Strike Social Security Windfall Provision Is BackA congressional report analyzes what removing the WEP might mean for millions of public workers.