Celebrity Estates: Estate Planning Lessons from Dolly Parton
Who inherits an estate when someone has no children, and what happens when family members disagree with the…
Your 2027 Social Security Checks Are Getting a Boost in Part Due to Higher Oil Prices
If gasoline and heating costs have been squeezing your budget, there might be one strange offset: The…
Advisor moves: Raymond James lands $700M Truist duo in Florida
&Partners has also added a $357 million Texas family practice, while Janney recruits a $250 million Edward Jones…
Plenty of Retirees Move to the Mountains and Head Back Down Within a Few Years. One Reason Comes Up Every Time
Retirees who fall in love with mountain living and then sell within a few years almost always cite…
This teen took over her family’s budget and saved $2,000
When family budgets are stretched, well-intended parents might be tempted to shield their children from financial pressures, but…
Building What Comes Next: Wealth Management’s Path Forward
The future of wealth management depends on how advisors respond to changes already reshaping their businesses. At AdvisorHub’s…
A woman used her grandmother’s inheritance to buy into a Canadian island property in 1981; 45 years later, she and her partner have protected 140 acres of forest while keeping their 20-acre homestead
A woman who used her grandmother’s inheritance to buy a piece of land on Lasqueti Island 45 years…
RIA Growth Outpaces Succession Planning Efforts
Registered investment advisors are growing faster than almost every other channel in wealth management, but a looming succession…
Advisors Debate AI Hype And ROI At Schwab Impact 2026
Jennifer Smith (I’m calling her that because she did not want her real name used in my column)…
Celebrities and Wealth Series: D’Qwell Jackson
For professional athletes, financial success isn’t just about signing big contracts or landing endorsements—it’s about making smart decisions…
Retirement planning: How to calculate your corpus, choose investments and prepare for rising expenses
Retirement planning is not just about deciding how much money to accumulate before stopping work. It also involves…
LPL Financial adds $525M Georgia team from Northwestern Mutual
A six-advisor Vinings practice joins LPL’s broker-dealer and RIA platforms, citing independence and succession planning support. LPL Financial…