Are Smartphone Credit Cards Worth It?
If you’re looking for a credit card for your favorite brand, you likely won’t have to look far.…
$1 Billion Team Joins Raymond James From Stifel
A California-based team managing over $1 billion in assets is joining Raymond James’ independent advisor channel from Stifel,…
I am a 63-year-old semiretired physician. If I have saved $2 million for retirement, should Social Security be optional?
Updated July 23, 2026, 1:15 p.m. ET Dear Quentin, I am a 63-year-old semiretired physician. Years ago I said…
A Mid-Year Money Checkup Can Help Fine-Tune Your Finances – Center for Retirement Research
I clean the filter on my septic system twice per year – an awful job that I handle…
$1B B/D Dempsey Lord Smith Joins Cambridge
Dempsey Lord Smith, a former independent broker/dealer managing $1 billion in assets, has decided to join Cambridge Investment…
News of the day: Boomers unloading their stuff, TFSA overcontributions, privatizing airports, early retirement, Rogers beats expectations and more
June Cotte, a professor of marketing at the University of Western Ontario’s Ivey Business School, sits on a…
Average 30-year US mortgage rate climbs to 6.58%, highest level in nearly a year
The average long-term U.S. mortgage rate climbed this week to its highest level in nearly 12 months, pushing…
How Wealth Firms Can Build High-Performing Teams
Rapid technological advances, fee compression, evolving client expectations and accelerating industry consolidation are reshaping how wealth management firms…
Retirement Planning for Singles | Morningstar
Key Takeaways for Singles Retirement PlanningBuild a larger financial safety net.Have more aggressive long-term portfolios.Delay Social Security to…
Osaic deepens RISR partnership as advisors race to serve aging business owners
Expanded deal pairs succession-planning software with a broker-dealer network already logging rapid AI adoption among 11,000 advisors. Osaic…
Advisory Team Brings $2B in Assets to LPL
An Ohio-based advisory duo with about $2 billion in client assets is joining LPL Financial from Fifth Third…
Brandon McGinley: Allegheny County hasn’t changed strategies despite underperforming pension investments
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