Social Security Update—Congress Forced to Make Major Changes Under Proposal
A bipartisan group of senators has unveiled legislation designed to force Congress to address Social Security’s approaching funding…
Wells Fargo, Morgan Stanley Report Strong Q2 Wealth Gains
Wealth units at wirehouses and larger public banks continued to beat estimates in the second quarter of 2026,…
Why half of wealthy families still don’t have a complete wealth transfer plan: BNY Wealth
BNY Wealth’s Alvina Lo on why the timeline for the Great Wealth Transfer is shifting — and what…
Retirement Plan Advisors Must Evolve Into Plan Architects
Technology and innovation are not replacing the retirement plan advisor. They are changing what plan sponsors expect from…
Buffett to Give Away Berkshire Stake by 2034
(Bloomberg) — Warren Buffett is ramping up the pace of his annual donations of Berkshire Hathaway Inc. shares…
Modera Wealth Management shuffles C-suite with two new hires
The New Jersey-based RIA has tapped veterans with experience from State Street and Coldstream as it grows its…
Citi flags pension risk to BT dividend hopes ahead of scheme review
Citi flags pension risk to BT dividend hopes ahead of scheme review Proactive uses images sourced from Shutterstock…
Retirement savings: Americans say they need $1.2 million, survey finds
To retire comfortably, Americans think they will need $1.2 million saved, according to a new survey from…
$52,000 Tax Trap Hits Retirees Who Delay Social Security to 70
© PeopleImages / Shutterstock.com A retired couple in their seventies opens what should be a routine tax return.…
Paying for Financial Planning — Is It ‘Worth It?’
I am grateful and excited to be writing a WCI column again. My last column ran nearly 10…
North Tulsa workshop helps residents build stronger financial futures
TULSA, Okla. — North Tulsa residents are getting more than just information; they’re getting tools to help improve…
Architects of Legacy: Cone Marshall Group’s Chung Yin O on Legal Precision, Independence, and Global Trust Structuring
Chung Yin O, Regional Director of Legal and Operations at Cone Marshall Group, took to the stage during…