Clients Without Children Feel Misunderstood. Here's How They Say Advisors Can Change.
By Rob BurgessA survey by Childfree Trust highlights the disconnect between advisors' assumptions and reality.
July 27, 2026
Most Americans Would Postpone Retirement to Financially Help a Loved OneThree-fourths of study participants would work up to five extra years should their assistance be needed.
July 27, 2026
Jeremy Siegel Stays Optimistic as Market Risks Pile UpThe fundamentals are strong, but AI spending, equity valuations and bond yields are cause for concern, he writes.
July 27, 2026
New Bill Lets Foster Children Receive Trump Account DonationsThe Foster Youth Investment Act adds an eligible qualifying class for the federal savings vehicles.
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 27, 2026
PRO
Naming a Trust as IRA Beneficiary? Follow 4 Rules to Avoid a Tax Bomb for HeirsFailure to properly structure the trust could result in a compressed payout schedule at a 37% tax rate.
July 27, 2026
Investors Have a New Tool to Wager on the Biggest U.S. StocksCME Group Inc. has launched single-stock futures, allowing investors to hedge or speculate on more than 50 U.S. companies.
July 24, 2026
Ameriprise CEO: Some Advisor Firm Deals Look 'Crazy'Jim Cracchiolo described the overall business environment as "positive but dynamic" during the firm's recent earnings call.