‘He’s never been good with money’: If I set up an annuity for my brother, 65, would it jeopardize his Supplemental Security Income?

Private equity fundraising is showing signs of recovery in 2026, but the rebound is increasingly benefiting the industry’s largest firms, with investors concentrating commitments among established managers while smaller firms struggle to attract capital, according to a report by the Financial Times. The report cites PitchBook data as showing that global private equity fundraising exceeded…

A recent poll we conducted revealed that 80% of firms said their advisory services were more profitable than compliance, and 67% said advisory was a high or critical priority. Processing Content You’ve likely also heard that advisory will be the high ground that remains after automation filters through the profession. So, firms clearly want to…

There’s an old Yiddish proverb, “Man plans, and God laughs,” which highlights life’s unpredictability. This proverb comes into play for practitioners fashioning estate plans for their clients. It’s always important to draft for flexibility and have a Plan B that accounts for various contingencies that may arise. One such contingency is when a trust beneficiary…

President Donald Trump’s immigration crackdown and the surge in baby boomer retirements could soon redefine what it means to have a healthy labor market. Americans have long been conditioned to expect that robust gains in the Labor Department’s monthly payroll report will result in lower unemployment. When hiring is weak or negative, the labor market…

Insurers can drive improvements in climate resilience by rewarding companies that invest to protect their businesses, rather than simply penalizing risky assets with higher premiums, according to a senior executive at Aon Plc. “Our role as an intermediary is to push insurance partners out of their comfort zone, making sure that the right reward is…

Kevin Warsh was sworn in as the chair of the Federal Reserve on May 22. He is now the leader of the committee that determines the Fed Funds Interest Rate, which then trickles down to the rest of the economy. With inflation rising again in the United States in recent months, Warsh issued a blunt…