While the benefits of continuing to work often outweigh any resulting financial complications, prepare clients for these issues.

Merrill has accused Dynasty, Schwab and former senior employees of raiding a $129 billion unit to start an RIA.

In 2025, United Planners was a finalist in ThinkAdvisor's Luminaries awards for thought leadership and education at a broker-dealer. Its chief executive, Michael A. Baker, was a finalist for last year ...

Of those that tax wage and salary income, 15 have single-rate tax structures, wherein one rate applies to all taxable income. Twenty-six states and the District of Columbia levy graduated-rate income ...

Bryn Mawr Trust Advisors' CEO talks to ThinkAdvisor about the important planning conversations advisors often overlook.

Younger agents often see articles about socializing with the wealthy. These are not relevant to them. Unless they're back ...

Researchers divided the "median real-estate tax payment" by the "median home price" in each state. They then used the resulting rates to obtain the dollar amount paid as real estate tax on a house ...

Joel Rufus French was found guilty of selling patient information and sham doctors' orders for orthotic braces.

New legislation, the Permanent Tax Relief for Seniors Act, would make permanent the $6,000 deduction for seniors, which expires in 2028. The bill was introduced by Rep. Mariannette Miller-Meeks, ...

Total U.S. individual annuity sales increased 12%, year over year, to $102 billion, according to new issuer survey data from LIMRA. Sales for the year increased 6%, to $461 billion. What it means: ...

Mercer Global Advisors has appointed Abby Salameh and Chris Walters as managing partners and leaders of the New Jersey/Philadelphia and San Diego markets, respectively. They join the firm's existing ...

Morgan sits down with Sarah Concannon of Quinn Emanuel, Professor Kevin Douglas of Michigan State University College of Law, and J.W. Verret of the Antonin Scalia Law School at George Mason University ...