Pontera | Infrastructure for modern, connected retirement planning
Editorial summary. Learn how to manage and grow retirement accounts more efficiently, supporting clients through various life changes and market conditions.
Who builds the income when the pension disappears?
Editorial summary. Dan Biagini of American Equity explores how advisors are adapting retirement income strategies in a changing market, including the impact of pension declines and interest rate resets.
Retirement planning gets more defensive
Editorial summary. Allianz Life is expanding tools to help financial professionals balance growth potential with greater downside control for investors nearing retirement.
From saving to spending: Using annuity solutions to address retirement income complexity for clients
Editorial summary. Dan Biagini of American Equity discusses how advisors are building retirement income in a changing landscape, including the decline of pensions and reset interest rates.
Advisor moves: LPL lands UBS veteran as &Partners grows by $1.6 billion
Editorial summary. Mega-RIA picks up $250M advisor, while three firms head for &Partners.
BofA: Wealthy Americans bet on private markets, family firms as $124T transfer accelerates
Editorial summary. BofA: Wealthy Americans bet on private markets, family firms as $124T transfer accelerates.
Top Female Financial Advisors in the US: $100M Club
Editorial summary. Fidelity is expanding its ETF share options, joining a fast-moving industry shift after SEC cleared the way.
Why direct indexing stopped being optional
Editorial summary. Fidelity is expanding its ETF share options, joining a fast-moving industry shift after SEC cleared the way.
Is a Client Who Fired Their Financial Advisor a Red Flag? What Advisors Should Know | Morningstar
Editorial summary. Clients who have fired their financial advisor are not inherently a red flag, but they do require a slightly different approach in client conversations.
Young Financial Advisors Want Mentorship Over Sales
Editorial summary. Young financial advisors are prioritizing training and professional development over sales, according to a recent research report from the Wealth Management EDGE conference.
Ultra-wealthy families turn inward as geopolitical anxiety rises
Editorial summary. Edward Jones adds JPMorgan to its retirement plan lineup, targeting the underserved small business 401(k) market.
Edward Jones adds JPMorgan to retirement plan lineup amid widening small business push
Editorial summary. Wirehouse vets target founders navigating liquidity events with a new fiduciary firm in San Francisco.
Your Practice. Your Vision. Your Call.
Editorial summary. OpenArc taps retirement industry veteran Kevin Crain as strategic consultant.
$3.5B UBS breakaway team launches RIA Beacon Coast Partners
Editorial summary. After SpaceX, more mega-IPOs are on deck. This is what advisors should know
Sen. Warren presses Trump on Social Security retirement age threat
Editorial summary. Why high-net-worth clients need to rethink time, health, and wealth
Wealth managers explain why there is more to legacy planning than moving money
Editorial summary. Wealth managers explain why family values and history are crucial components of legacy planning.
Wealth management is going institutional, but what does that mean for your clients?
Editorial summary. Wellington Management's Christina Kopec Rooney discusses the impact of institutional wealth management on RIAs.
The Social Security Reformer - Interactive Tool
Editorial summary. The 'Reformer' interactive tool helps advisors and clients understand Social Security reform options to ensure the program remains solvent for future generations.
Can Equity Investments Help Social Security’s Finances? – Center for Retirement Research
Editorial summary. A new proposal suggests investing Social Security trust fund assets in equities to help finance the program, raising questions about potential returns and debt repayment.
New Growth Equation
Editorial summary. This research report reveals how high-net-worth investors actually find, evaluate, and choose their financial advisors, challenging common assumptions about advisor selection.
Prudential Financial Stock - Weekly outlook with earnings and sector themes ahead - AD HOC NEWS
Concern. The individual is looking for earnings and sector themes related to Prudential Financial.
Advisor move. Advisor can discuss potential investment opportunities with the client.
Michael Burry sees a $3 trillion problem with SpaceX
Editorial summary. Michael Burry flags $3 trillion valuation concern with SpaceX IPO, raising questions about founder-driven company risk and concentrated-stock exposure for HNW investors.
The union behind California’s billionaire tax is blinking, but Gavin Newsom wants to inflict total defeat
Editorial summary. California billionaire tax faces union opposition despite $118M donor campaign led by Sergey Brin; Newsom pushes for passage, raising stakes for HNW tax planning.
‘Money can make you happy’: My wife and I have no heirs, but we’re making the world a better place by giving it away
Editorial summary. A couple with no heirs explores philanthropic giving as a way to create meaning and impact in their community.
Mick Ralphs (Bad Company) passed at 81, leaving a $10M estate in uncertainty: he wasn’t married, and his girlfriend Susie could get nothing.
Concern. The author expresses concern about the lack of estate planning, suggesting it can lead to conflict and uncertainty.
Advisor move. There is an opportunity for advisors to educate clients on the importance of comprehensive estate planning.
What a $7.5 million net worth still gets wrong about financial planning
Concern. The author discusses gaps in financial planning for high net worth individuals, suggesting areas where they might be underinsured.
Advisor move. Advisors can highlight these gaps and offer solutions to improve their clients' financial protection strategies.
Lost in transition: Why family fortunes rarely survive the second generation, and what to do about it
Editorial summary. This article discusses the challenges of maintaining family fortunes and the importance of estate planning.
3% of Americans over 50 have LTC insurance. THREEEEEEEE A New Option for Long-Term Care Costs www.nytimes.com/2026/06/13/w...
Concern. Only 3% of Americans over 50 have LTC insurance, highlighting the need for more coverage.
Advisor move. Discuss the importance of long-term care insurance with seniors and their families.
‘We are habitually frugal’: My wife and I have money. How do we help our children without ruining their independence?
Editorial summary. Affluent parents seek strategies to help adult children financially without enabling dependency or undermining their independence.
Not just today's seniors deserve security. My kids and yours deserve security when they're seniors too. Keep the Social Security trust fund
Concern. The author emphasizes the importance of security for future generations, indicating a potential buying signal in estate planning.
Advisor move. An advisor can capitalize on this by discussing strategies to secure financial futures for younger generations.
Training Next-Gen Advisors In Business Development By Getting Really Clear About Who They Serve And How They Help: #FASuccess Ep 494 With Kristin Harad
Editorial summary. Kristin Harad discusses how to train next-gen advisors in business development by clearly defining their target market and value proposition.
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Older HNW signals from the last 4 weeks. Same scoring, same sources.