Since April 17, 2026, I have been Senior Reporter for ThinkAdvisor.
Author page: https://www.thinkadvisor.com/author/profile/rob-burgess/
Some of these stories were republished by sister publication, BenefitsPRO. Here is my author page: https://www.benefitspro.com/author/profile/rob-burgess/
-
Stories
2026-04-20 - TA - Could Retirement Planning Be the Next AI Frontier for Advisors
2026-04-21 - TA - Baird Adds $1B Team in Indianapolis
https://www.thinkadvisor.com/2026/04/21/baird-adds-1b-team-in-indianapolis/
2026-04-21 - TA - AI Can't Do Math. So How Does It Do With Portfolio Allocations
2026-04-22 - TA - How Advisors Guide Clients Who Want to Help Their Child Buy a Home
2026-04-22 - TA - 6 Firms Merge to Form New $4B RIA
https://www.thinkadvisor.com/2026/04/22/6-firms-merge-to-form-new-4b-ria/
2026-04-23 - TA - Hightower to Acquire $9.5B Bahnsen Group
https://www.thinkadvisor.com/2026/04/23/hightower-to-acquire-95b-bahnsen-group/
2026-04-23 - TA - Clients Are Asking About Crypto. Does It Have a Place in Retirement Portfolios
2026-04-24 - TA - How Advisors Can Protect Clients In Cognitive Decline
https://www.thinkadvisor.com/2026/04/24/how-advisors-can-protect-clients-in-cognitive-decline/
2026-04-27 - TA - Osaic Adds AI-Powered Documentation Platform
https://www.thinkadvisor.com/2026/04/27/osaic-adds-ai-powered-documentation-platform/
2026-04-28 - TA - Your 50-Year-Old Client Has No Retirement Account. What's an Advisor to Do
2026-04-28 - TA - 'Gray Divorce' Leaves Little Room for Error in Retirement Planning
https://www.thinkadvisor.com/2026/04/28/how-gray-divorce-changes-retirement/
2026-04-28 - TA - 55ip Collaborates With T. Rowe Price on Custom Model Portfolios
2026-04-30 - TA - Jump Adds to Leadership Team, Announces New Collaboration
https://www.thinkadvisor.com/2026/04/30/jump-adds-to-leadership-team-announces-new-collaboration/
2026-04-30 - TA - California's Wealth Tax Plan Fuels UHNW Anxiety
https://www.thinkadvisor.com/2026/04/30/californias-proposed-wealth-tax-fuels-uhnw-anxiety/
2026-05-01 - TA - Reverence Capital Closes $2B-Plus Osaic Recapitalization
https://www.thinkadvisor.com/2026/05/01/reverence-capital-closes-2b-plus-osaic-recapitalization/
2026-05-01 - TA - Tax and Retirement Issues to Watch for in 'Gray Divorce'
https://www.thinkadvisor.com/2026/05/01/tax-and-retirement-issues-to-watch-for-in-gray-divorce/
2026-05-04 - TA - AmeriFlex Rolls Out Succession Platform
https://www.thinkadvisor.com/2026/05/04/ameriflex-group-rolls-out-succession-platform/
2026-05-05 - TA - Client Demand for Tax Planning From Advisors Keeps Growing
https://www.thinkadvisor.com/2026/05/05/client-demand-for-tax-planning-from-advisors-keeps-growing/
2026-05-05 - TA - Sowell Launches 'Family Office Lite,' Advisor Partnership Program
2026-05-06 - TA - What 4 Pre-Retirees Really Want From Advisors
https://www.thinkadvisor.com/2026/05/06/4-pre-retirees-discuss-what-they-really-want-from-advisors/
2026-05-06 - TA - Most Advisors Doing Income Planning Rate Their Skills 'Intermediate' or Lower – Study
2026-05-07 - TA - How Tax Planning Can Help Advisors Turn Prospects to Clients
https://www.thinkadvisor.com/2026/05/07/how-tax-planning-can-help-advisors-win-over-more-prospects/
2026-05-07 - TA - How to Avoid the Costliest IRA Mistakes
https://www.thinkadvisor.com/2026/05/07/how-to-avoid-the-costliest-ira-mistakes/
2026-05-08 - TA - Jeff Levine Breaks Down the OBBBA
https://www.thinkadvisor.com/2026/05/08/jeff-levine-breaks-down-the-obbba/
2026-05-11 - TA - How Frontloading Taxes Can Help Prevent Pain in Retirement
https://www.thinkadvisor.com/2026/05/11/how-frontloading-taxes-can-help-prevent-pain-in-retirement/
2026-05-11 - TA - Dynasty Investment Bank Marks Third Anniversary With 'M&A May'
https://www.thinkadvisor.com/2026/05/11/dynasty-investment-bank-marks-third-anniversary-with-ma-may/
2026-05-12 - TA - Wells Fargo Launches Advisor Gateway
https://www.thinkadvisor.com/2026/05/12/wells-fargo-launches-advisor-gateway/
2026-05-12 - TA - The Big Question Looming Over Bonuses This Year
https://www.thinkadvisor.com/2026/05/12/year-end-bonuses-seen-flat-to-modestly-higher-report/
2026-05-13 - TA - Debra Taylor - How OBBBA Is Making Advisors Rethink Tax Planning
2026-05-13 - TA - Osaic Pulls $200M Du Lac Wealth Services From LPL
https://www.thinkadvisor.com/2026/05/13/osaic-pulls-200m-du-lac-wealth-services-from-lpl/
2026-05-14 - TA - Ted Cruz Says Trump Accounts Could Replace Social Security. Retirement Pros Are Skeptical.
2026-05-14 - TA - Corient Acquires $7.8B Capital Advisors
https://www.thinkadvisor.com/2026/05/14/corient-acquires-78b-capital-advisors/
2026-05-15 - TA - Integrated Partners Adds $850M City Square Wealth Management
https://www.thinkadvisor.com/2026/05/15/integrated-partners-adds-850m-city-square-wealth-management/
2026-05-15 - TA - When Clients Start an 'Encore Career' in Retirement
https://www.thinkadvisor.com/2026/05/15/when-clients-start-an-encore-career-in-retirement/
2026-05-18 - TA - Nitrogen Rolls Out Legacy Center
https://www.thinkadvisor.com/2026/05/18/nitrogen-rolls-out-legacy-center/
2026-05-18 - TA - Creating a Successful Multi-Generational Household Takes Planning
2026-05-19 - TA - Orion, Flourish Expand Integration for Held-Away Cash Visibility
2026-05-19 - TA - How to Keep Client Couples' Simultaneous Retirements From Going Wrong
2026-05-20 - TA - Bluespring Wealth Acquires $1.1B Synthesis Wealth Planning
https://www.thinkadvisor.com/2026/05/20/bluespring-wealth-acquires-11b-synthesis-wealth-planning/
2026-05-20 - TA - How to Avoid Beneficiary Designation Horror Stories
https://www.thinkadvisor.com/2026/05/20/how-to-avoid-beneficiary-designation-horror-stories/
2026-05-21 - TA - Wealth.com Partners With AcquireUp
https://www.thinkadvisor.com/2026/05/21/wealthcom-partners-with-acquireup/
2026-05-22 - TA - Rockefeller Global Family Office Adds $1B Team From Morgan Stanley
2026-05-22 - TA - $3B Wells Fargo Team Launches RIA Gryphon Wealth
https://www.thinkadvisor.com/2026/05/22/3b-wells-fargo-team-launches-ria-gryphon-wealth/
2026-05-22 - TA - Captrust Adds $1.25B Stillwater Capital Advisors
https://www.thinkadvisor.com/2026/05/22/captrust-adds-125b-stillwater-capital-advisors/
2026-05-26 - TA - Annuities May Help Clients Live Longer – Study
https://www.thinkadvisor.com/2026/05/26/annuities-may-help-clients-live-longer-study/
Republished in BenefitsPRO:
2026-05-27 - BP - Annuities linked to longer, healthier retirements, research finds
2026-05-26 - TA - An Obscure Social Security Claiming Strategy - Not So Fast
https://www.thinkadvisor.com/2026/05/26/an-obscure-social-security-claiming-strategy-not-so-fast/
Republished in BenefitsPro:
2026-05-28 - BP - Is the claim-early Social Security strategy too good to be true
2026-05-28 - TA - Client Satisfaction Is High, but Referrals Are Low – Report
https://www.thinkadvisor.com/2026/05/28/client-satisfaction-is-high-but-referrals-are-low-report/
2026-05-28 - TA - New AI Business Tax Prep Platform Goes Live
https://www.thinkadvisor.com/2026/05/28/new-ai-business-tax-prep-platform-goes-live/
2026-05-29 - TA - Bill Crager Launches New Wealthtech Platform
https://www.thinkadvisor.com/2026/05/29/bill-crager-launches-new-wealthtech-platform/
2026-05-29 - TA - Advyzon Sees the Promise and Peril of AI in Wealth Management
2026-06-02- TA - Bluespring Wealth Launches RIA
https://www.thinkadvisor.com/2026/06/02/bluespring-wealth-launches-ria/
2026-06-02 - TA - How Raising Children Later in Life Changes Retirement Planning
Republished in BenefitsPro:
2026-06-03 - TA - Modern Wealth Acquires $1.1B Flaharty Asset Management
https://www.thinkadvisor.com/2026/06/03/modern-wealth-acquires-11b-flaharty-asset-management/
2026-06-03 - TA - Dividend - Growth - Both Stock Classes Can Work in Retirement Portfolios
2026-06-04 - TA - FP Alpha Launches Tax Snapshot 3.0
https://www.thinkadvisor.com/2026/06/04/fp-alpha-launches-tax-snapshot-30/
2026-06-04 - TA - Your Wealthy Client Made a Big Gift Before OBBBA. What if They Want it Back
Mentions
2026-05-05 - Kitces - Weekend Reading For Financial Planners (May 9-10)
https://www.kitces.com/blog/weekend-reading-for-financial-planners-may-9-10-2026/
Newsletters
Retirement Report Newsletter
(Starting April 28, 2026, I have been publishing the Retirement Report Newsletter each Tuesday.)
2026-04-28 - TA - Retirement Report Newsletter
2026-05-12 - TA - Retirement Report Newsletter
2026-05-19 - TA - Retirement Report Newsletter
2026-05-26 - TA - Retirement Report Newsletter
2026-06-02 - TA - Retirement Report Newsletter
Tax Planning Insider Newsletter
(Starting May 13, 2026, I have been publishing the Tax Planning Insider Newsletter each Wednesday.)
2026-05-13 - TA - Tax Planning Insider Newsletter
2026-05-20 - TA - Tax Planning Insider Newsletter
2026-05-27 - TA - Tax Planning Insider Newsletter
2026-06-03 - TA - Tax Planning Insider Newsletter
No comments:
Post a Comment