SMAs Emerge as Wealth Management’s Next Frontier
Separately managed accounts are projected to reach $3.6 trillion in 2026 as advisors shift toward personalized portfolios and tax-efficient strategies.
Category: Online News Press
Drive Planning CEO Gets 20 Years for $380M Ponzi Scheme
Drive Planning CEO Todd Burkhalter spent investor funds on yachts, luxury vehicles and private jets while operating what prosecutors called the largest Ponzi scheme…
Adjusted for Risk: Why Insider ‘Skin in the Game’ May Beat the S&P 500
Insider Ownership Index’s Haren Bhakta details how he built the passive index that weights companies by insider ownership.
Celebrity Estates: The Murdoch Family Trust and Irrevocable Planning with Mark Parthemer
Glenmede Trust's Mark Parthemer discusses the Murdoch family trust dispute and what it can teach advisors and families about irrevocable trust planning.
Ten Estate Planning Topics Financial Advisors Should Discuss With Clients
National Make-A-Will Month is a good time to bring up important issues.
7 Best Cheap Laptops to Buy in 2026 (and Some to Avoid)
From surprisingly good $300 Chromebooks to excellent $650 Windows notebooks and more, these are the best budget laptops I’ve tested.
How Ukraine’s Satellites Help Drive Its War Drones
Here’s how speedy access to satellite imagery is bolstering Ukraine.
China Wants Its Data to Power the World’s A.I.
China is exporting more than A.I. models. It wants its data to influence the world’s chatbots, raising fears that Beijing’s narratives will spread with…
CookUnity Prepared Meal Delivery Review (2026): Chef-Centric Meals
I’ve tried most of the ready-to-eat meal delivery services in the country. CookUnity is the one that feels like real cooking, from real chefs.
Trump’s Overture to North Korea Strains Alliance With the South
President Trump wants to curtail military exercises with South Korea, saying they were hostile to North Korea. But under Mr. Kim, the North has…