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Investing Strategies

America’s Best Stock Picker Keeps Beating Passive Funds America’s Best Stock Picker Keeps Beating Passive Funds

Fidelity’s Adam Benjamin keeps proving wrong the narrative that actively managed funds are inferior to those tracking indexes.

byMatthew A. Winkler

Jan 24, 2025

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6 Min Read

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Support Platforms

The Tech You Use Doesn’t Matter The Tech You Use Doesn’t Matter

Jan 23, 2025

3 Min Read

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Estate Planning

Estate-Planning Associates Share Their Stories Estate-Planning Associates Share Their Stories

byThomas Tietz, Debbie R. Dembinskyand 2 more

Jan 23, 2025

16 Min Read

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Estate Planning

What Advisors Should Ask Before Recommending PPLI to Clients What Advisors Should Ask Before Recommending PPLI to Clients

byCharles L. Ratner

Jan 23, 2025

5 Min Read

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Estate Planning

On the Cover: February 2025 On the Cover: February 2025

byAnna Sulkin Stern - Moderator

Jan 22, 2025

1 Min Read

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Estate Planning

Note From the Editor: February 2025 Note From the Editor: February 2025

bySusan R. Lipp - Moderator

Jan 22, 2025

1 Min Read

Jack Bogle

From Bogleheads to Gearheads: U.S. ETFs Are Rapidly Increasing in Complexity

U.S. ETFs Are Rapidly Increasing in Complexity

byAniket Ullal, CFRA Research, SVP, ETF Research & Analytics

Donald Trump executive orders

Navigating Retirement Savings Under a New Presidential Administration

Navigating Retirement Under a New Presidential Administration

byRomi Savova, CEO, Pensionbee

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There Are Stock Gems to Mine Before the Bots Take Over

There Are Stock Gems to Mine Before the Bots Take Over

401k money envelope

The 401(k) Industry’s Biggest Opportunities Are Also its Biggest Challenges

The 401(k) Industry’s Biggest Opportunities are also its Biggest Challenges

byFred Barstein, The Retirement Adviser University,

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Financial Planning

What Families Can Do When Facing College Admission Disappointment

What Families Can Do When Facing College Admission Disappointment

byLynn O'Shaughnessy, Columnist: College Planning

Financial Planning

What Colleges and Student Borrowers Can Expect in 2025

What Colleges and Student Borrowers Can Expect in 2025

byClaire Ballentine, Francesca Maglione

Summit CEO Stan Gregor U.S. Gen. Jim Mattis

Professional Development

Insights from U.S. Gen. Jim Mattis at the Summit Growth Partners Conference

Insights from U.S. Gen. Jim Mattis at the Summit Growth Partners Conference

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Financial Planning

Don’t Plan College Tours Without Doing This First

Don’t Plan College Tours Without Doing This First

byLynn O'Shaughnessy, Columnist: College Planning

Alex Van Halen drums Van Halen

Professional Development

The Road to Success: Lessons from Alex Van Halen's Journey

The Road to Success: Lessons from Alex Van Halen's Journey

byMatt Sonnen, COO

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Professional Development

Of Myths and Moving 2024

Of Myths and Moving 2024

byJason Diamond, Vice President, Senior Consultant, Diamond Consultants

Professional Development

The 11 Best Business Books of 2020 for Advisors

The 11 Best Business Books of 2020 for Advisors