Revealed: InvestmentNews’ 5-star wealth management teams for 2026
From thoughtful client service to impactful track records and a disciplined approach to independence, these advisory teams are…
Social Security COLA Forecasts Skyrocket to 3.9% and 4.2%
Forecasts for the 2027 Social Security Cost of Living Adjustment (COLA) saw massive spikes today as seniors feel…
Cresset CEO Says RIA Talent Shortage May Be In Adjacent Services
The CEO of one of the country’s largest registered investment advisors said on a panel Tuesday that the…
Study Challenges Methodology in SPIVA Scorecard
The S&P Dow Jones Indices SPIVA (S&P Indices Versus Active) Scorecard has been an industry standard for benchmarking…
Call for inheritance law change after aristocrat’s surrogacy case win
A landmark ruling that an aristocrat’s son can potentially benefit from family trust funds despite being born to…
Inheritance tax gifting allowance slashed by 78 per cent as families hit with ‘stealth tax’
Britons hoping to pass money down to loved ones are being hit by a hidden inheritance tax squeeze…
May Dates Social Security Recipients Need To Circle On Their Calendars
© Alena Ivochkina / Shutterstock.com May is well underway, but Social Security retirees still have some important days…
Investment Management Summit
This 1.5-hour webinar (CE credit eligible) examines the future of investment management and portfolio strategies. Across three expert…
A 78-Year-Old’s $1.2 Million Inherited Family Home Faces a $190,000 Capital Gains Surprise When the Heirs Missed the Step-Up
Quick Read An adult child clears out a parent’s house, sells within a year or two, and assumes…
A former SEC official compares CITs to buying a car without a seatbelt — and they’re taking over Americans’ 401(k)s
Like many Americans, I have a percentage of my salary put into my 401(k) every paycheck. When I…
TAVO Wealth Launches with Concurrent
Concurrent Investment Advisors has drawn another team from its former broker/dealer, Raymond James, which will launch as TAVO…
The Three-Bucket 401(k) Withdrawal Hack That Can Save Retirees Six Figures in Taxes
Quick Read $145,000 annual spend withdrawn tax-free stacks $32,300 401(k) plus $90,000 brokerage gains inside 0% LTCG bracket…