Washington State Proposes Insurance Mandate for Advisors
Washington is considering new regulations mandating insurance for state-registered investment advisors, which attorneys for investors hope will reduce…
401(k) Real Talk Episode 206: September 4, 2026
Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for Wealth Management’s RPA…
Deals & Moves: NewEdge Wealth, LPL, and Osaic Poach From Rivals
NewEdge Wealth, the ultra-high-net-worth division of NewEdge Capital Group, recruited four wealth managers to staff a new Fort…
Envestnet Makes $35M Investment in Tamarac Platform
Envestnet is increasing its technology investment in Tamarac with what it calls a $35 million surge investment in…
RIAs Using AI Increase Hiring and Advisor Productivity
With the avalanche of AI hype, product launches and announcements I’m constantly buried by, it is refreshing to…
Another 2027 Social Security COLA Update Is Coming on Sept. 11. What to Watch For.
The final Social Security cost-of-living adjustment (COLA) prediction will be released on Sept. 11, 2026, as we receive…
Great wealth transfer poised to leave advisors chasing inheritance conversations
A new study puts $17.2 trillion in home-based wealth on the move but families aren’t talking about it.…
4 Takeaways on How Gen Z and Millennials Are Investing for Retirement
There’s plenty of data showing younger people have a tougher time financially today than previous generations. It’s harder…
Back to school, with a financial twist
Open this photo in gallery: Discussing RESP strategies with kids is a way to teach them about compound…
What Gen Z can do differently to avoid being over-leveraged and under-insured – Livemint
What Gen Z can do differently to avoid being over-leveraged and under-insured LivemintYolo meets SIP: How Gen Z is…
Retiring in northern Michigan comes with unique financial, lifestyle considerations – 9and10News.com
TRAVERSE CITY — Retirement planning can look different for people living in northern Michigan, where lifestyle choices, housing…
$1.2B Legacy Edge Names Former Citizens Wealth Head as First CEO
Legacy Edge Advisors, a Syosset, N.Y.-based registered investment advisor with $1.2 billion in client assets, has hired Christopher…