Featured
Medicare Strategy Must Be Implicated In The Broad Retirement Plan
Most clients arrive at retirement with well-formed beliefs about money, yet one of the most persistent and costly blind spots remains healthcare planning under Medicare.
Citi Wealth Introduces AI-Powered Client Assistant Built on Google's Technology Stack
Citi Wealth this week unveiled Citi Sky, an AI-powered assistant designed to give wealth management clients real-time access to financial guidance through a conversational voice and avatar interface.
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Wall Street Wants Everyone Using AI Except Job Applicants
There’s one group Wall Street's biggest firms don’t want using AI: job candidates.
'There's Definitely A Bubble' In Markets, Ray Dalio Says. Here's His Latest Advice.
Thought the market-bubble talk was over after Nvidia's latest earnings? Nobody told Ray Dalio.
Smartleaf and the Direct Indexing Lockup Myth: Why Tax Benefits Don’t Disappear After Year One
The “lockup” narrative around direct indexing suggests tax benefits vanish after initial loss harvesting. Jerry Michael, President of Smartleaf, dismantles the myth by showing how direct indexes can deliver tax efficiency across every client milestone—from onboarding legacy positions to withdrawals, charitable giving, and rebalancing. The issue isn’t whether direct indexes work long term; it’s whether advisors understand tax management beyond loss harvesting alone.
US Labor Market Gained 119,000 Jobs In September As Unemployment Edged Up Slightly
The US economy added 119,000 positions in September, data from the Bureau of Labor Statistics showed Thursday.