When Older Clients Remarry, Prepare for These Planning Challenges
By Rob BurgessMerging two established financial lives creates complications that aren't usually faced by younger couples.
July 30, 2026
Advisors Outsourcing Investment Management See Stronger Relationships, Growth Prospects: StudyThey also report an improved ability to serve high-net-worth clients, according to AssetMark research.
July 30, 2026
PRO
AI Is Now Advisors' Top Compliance Worry. Here's What They Should Do.Eighty-five percent cite the technology as their most pressing concern, the Investment Management Compliance Testing Report finds.
July 30, 2026
Mercer Debuts New Version of AI-Powered EcosystemAspen 2.0 is now deployed across the RIA's more than 1,100 wealth professionals.
July 28, 2026
5 Mistakes to Avoid With Asset LocationWhere assets are held — in taxable, tax deferred or tax-free accounts — really matters.
July 27, 2026
Orion Launches Digital Account Opening Tool for Advisor PortalGoldman Sachs Custody Solutions is the first custodian to integrate the wealthtech's offering.
July 24, 2026
Most Americans Aren't Getting the Financial Advice They Want: SurveyOnly 34% of respondents to a MassMutual survey have sought information from advisors or planners in the past year.
July 23, 2026
When Taxes and Generational Wealth Collide, Here's What to DoStrategies to mitigate potential burdens on heirs, John Vento suggests, are powerful preservation tools — when used properly.