Unique AI’s Damien Piper: AI Agents Don’t Sleep – But They Do Report
At the Hubbis Malaysia Wealth Management Forum 2026, Damien Piper, Executive Director – Growth at Unique AI, examined…
The Hidden Risks of ‘Income for Life’ in Target-Date Funds
More and more target-date funds are coming with annuities advertising “income for life.” Issuers include BlackRock and Vanguard.…
Why Texas probate still depends on paper wills
Q: I am wondering why, in 2026, we are still searching desk drawers and file cabinets for wills once…
Wealth Management EDGE Live Blog
Making the Case for Annuities Pacific Life’s Orian Williams RIA have historically stayed away from annuities because of…
Report Finds Over 45% of U.S. Households Can’t Cover the Basics — Here’s How to Make Sure Yours Can
The Brookings Institution recently dropped a number that should turn your stomach. In 2024, 45.5% of U.S. households…
A Portfolio That Doubles Your Social Security Check—and Your Spouse’s
Quick Read A $1.2M portfolio blending covered-call funds, REITs, BDCs, and dividend blue chips at 7.2% generates $7,200…
The Case for Holding SCHD in Your Roth IRA
Quick Read SCHD held in a Roth IRA saves a 24% bracket investor $2,625 annually in taxes on…
Edelman Loses Mariner Trade Secret Suit
Federal judge Holly L. Teeter dismissed Edelman Financial Engines’ trade secrets lawsuit against Mariner, alleging the firm poached…
The retirement issue most Americans don’t see coming: Spending their savings
Many Americans spend decades saving for retirement. But far fewer have a plan for the equally important task…
Why your 401(k) target date fund could be limiting growth potential
‘Mornings with Maria’ panel assesses yields and previews Q1 earnings for Nvidia and retailers. You might think that…
3 Social Security wage garnishment rules retirees should know now
Social Security receives broad protections, but that doesn’t mean it’s immune to every type of garnishment. Creativ Studio…
$8.5B AlphaCore Adds a $1B Colorado-based RIA
AlphaCore Wealth Advisory, a La Jolla, Calif.-based, alternatives-focused RIA managing about $10 billion, has added Elk River Wealth Management,…