When it comes to estate planning, preserving family harmony depends as much on thoughtful governance and communication as it does on the legal documents themselves.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Why investors should avoid focusing on past performance when considering how the recent midterm election results could impact markets in the months ahead.
How advisors can help manage the common cognitive biases that may cloud investors’ decision-making during election season.
Heightened IRS scrutiny around Grantor Retained Annuity Trusts has made meticulous execution of this estate-planning strategy more critical than ever.
The tax rules sports bettors should be aware of before they celebrate their wins.
Today’s advisors must take a more holistic approach to retirement planning that involves non-financial considerations – especially as clients prepare to spend more time in retirement.
Recent research suggests that, in addition to insuring against longevity risk, annuities may actually help support longevity itself.
While the retirement industry has largely solved for accumulation, there is much work to be done in helping plan participants navigate decumulation.
Our 2026 Investor Survey gauged whether advisors’ use of AI has an impact on clients’ willingness to pay advisory fees.
Indexed annuities may help investors approaching retirement balance risk management, income generation, and long-term sustainability.
Recent news and developments that can help facilitate wealth planning conversations between financial professionals and their clients.