Dynasty's Sports-Advice Business Gets New Executive-In-Residence
By Rob BurgessIn welcoming Greg Resh, Dynasty's CEO says sports and entertainment is one of the platform's fastest growing client niches.
August 13, 2026
Richest to Profit in Trump's Capital Gain Tax Ideas for MidtermsThe White House is considering throwing its weight behind a push to raise a capital gains tax exemption for primary home sales and cut levies on investments.
August 12, 2026
Life Insurance Needs a Market Conduct Standards Supplement, Consumer Rep SaysRichard Weber says one reason is to avoid bringing on the kinds of tax changes made in 1988.
August 12, 2026
Why Client Interest in Trusts Is SoaringIt's up sevenfold over the past decade, a study of calls to lawyers found. Advisors are getting more trust questions too.
August 12, 2026
A Drastic Move to Save Big on Roth ConversionsMoving to Florida can lessen the tax hit of this RMD-reduction strategy, but it comes with other costs.
August 12, 2026
Schwab Launches Single-Stock Futures for Over 50 CompaniesThe securities allow investors to express bullish or bearish sentiment without borrow fees or short-sale restrictions.
August 12, 2026
For a Successful Gray Marriage, Plan for the End at the Beginning"Young couples think love will conquer all," an attorney says, "but gray couples realize careful planning conquers all."
August 12, 2026
Vanguard Launches Custom Model PortfoliosThe asset manager's offering allows advisors to adjust existing models to match client preferences.