Model Portfolios Free Advisors to Cultivate HNW Clients: Cerulli

Published on December 3, 2025

Outsourcing investment management, research finds, leaves more time to spend on client-facing activities, mainly meetings.

       
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The New 'Safe' Retirement Spending Rate? It's Not 4%

December 3, 2025
Morningstar researchers find that retirees can spend a little more freely in 2026, but caution is warranted.      Related StoriesThe Future of Wealth Management Goes Far Beyond Retirement Planning: Bill CragerLevine, Slott: How to Invest Roth, Traditional and Taxable Retirement AssetsHow Annuities Can Help Retirees Fund Long-Term Care

Vanguard to Add TIAA Annuity Option in Employer Plans

December 3, 2025
The target-date investment will start allocating to a savings annuity once workers turn 55.      Related StoriesVanguard Will Now Allow Crypto ETFs on Its PlatformFidelity Adds Roth Option to Self-Employed 401(k)sRobo-Advisor Wealthfront, Backers Seeking $485M in IPO