Trump Accounts Could Redefine Wealth Management

Published on August 5, 2026

Firms that treat Trump Accounts as merely operational will miss the chance to build decades-long household relationships starting at birth rather than midlife.

Continue reading on website
Other news

A 401(k) Is the Best Retirement Plan, Despite Its Inventor’s Doubts

August 5, 2026
One of my most controversial opinions is that the 401(k) is one of the great financial inventions of the 20th century. It is not a view shared by many people — including, apparently, the inventor himself, Ted Benna, who argues that the 401(k) has mainly benefited the wealthy.

Corient Acquires UHNW-Focused $21B Summit Trail Advisors

August 5, 2026
Summit Trail will leave the Dynasty Financial Partners network to join the mega RIA Corient, which continues its run of plus-billion-dollar acquisitions.