Investing

• 000076 Oct 30, 2026 Advisor360, Dispatch and Opto Add Senior Technology and Product Leaders Three wealthtech firms appointed leaders in technology, client operations and product design as they build tools for advisors and wealth managers.
• 000078 Oct 30, 2026 Enterprise RIAs’ 58% Asset Share Puts Pressure on Growth and Service Models Enterprise RIAs control 58% of channel assets, but Cerulli says sustained growth will depend on broader services, technology and business development.
• 000080 Oct 30, 2026 Three Tax-Planning Risks That Can Raise Lifetime Costs for Retirees and Their Heirs Low taxes today can mask future costs from required distributions, a surviving spouse’s filing status and inherited IRA rules.
• 000081 Oct 30, 2026 Retirement Health Costs Rise as Advisors Point to HSA Planning Gaps A 2026 estimate puts lifetime health costs at $185,500 for a typical 65-year-old retiree, while few Americans plan for the expense or invest HSA balan...
• 000082 Oct 30, 2026 LPL Financial Adds $525 Million Georgia Advisory Team From Northwestern Mutual Anchor Financial Partners brings six advisors and about $525 million in assets to LPL, extending a run of Northwestern Mutual team moves.
• 000083 Oct 30, 2026 Retirement Savings Gap Leaves Workers Across Four Generations Under Strain Workers report $78,000 in median retirement savings against a $650,000 target, while debt, caregiving and early withdrawals add pressure.
• 000084 Oct 30, 2026 Asset Managers Urged to Use AI to Prevent Operational Errors ICI’s operating model links fragmented data, earlier risk signals and human judgment, with a practical path from recurring problems to broader AI capa...
• 000085 Oct 30, 2026 Healthspan Wealth Opens Early Access to Health Planning Platform for Financial Advisors Healthspan Wealth is testing structured workflows for health and family transitions, aiming to help advisory firms coordinate care decisions and retai...
• 000094 Oct 29, 2026 US Household Shares Reach Record 48.2% of Financial Assets as Ownership Remains Concentrated Shares reached 48.2% of US household financial assets in Q2 2026, while the richest 1% held 50.9% of shares and mutual funds.
• 000096 Oct 22, 2026 Los Angeles Luxury Homes Take Longer to Sell Despite Tighter County Inventory Los Angeles County homes took longer to sell in August even as inventory tightened, while luxury sales above $5 million depend on pricing and buyer re...
• 000098 Oct 20, 2026 The Chambers Group Pairs Consumer Research With Digital Marketing as Brothers Expand Family Agency Eric and Branden Chambers are combining consumer testing, creative work and digital advertising, building on a family agency’s decades of brand develo...
• 000002 Oct 19, 2026 Why Retirees May Spend Less Than They Planned—and What That Means for Saving A writer’s parents have pensions and a paid-off home, yet their appetite for travel and big purchases has faded. The experience raises questions about...