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Adem Tumerkan • Sep 8, 2026
The Great Wealth Transfer: How Advisors Retain Client Heirs
Adult heirs fire the advisor who served their parents. See how to build heir relationships before the $124 trillion Great Wealth Transfer hits your book.
Financial AdvisorPlanning StrategiesClient Relations
Adem Tumerkan • Sep 4, 2026
Bank Lending Defies High Rates, China’s EV Glut Goes Global, and U.S. Job Growth Gets Revised Away
Explore why bank lending remains loose despite high rates, how China’s EV glut is spreading globally, and why U.S. job growth keeps getting revised lower.
ChinaDeep DiveBankingAutos
Admin • Sep 1, 2026
Dunham Earns Four ThinkAdvisor Luminaries 2026 Finalist Nods
Dunham earned four finalist nominations in ThinkAdvisor’s 2026 Luminaries Awards, including honors for thought leadership, education, marketing leadership and wholesaling.
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Adem Tumerkan • 5 Aug 2025
Job Market Illusions, Hong Kong's Dollar Issue, & the Stagflation Threat Ahead
The labor force participation rate – the share of adults working or actively looking – has been falling for decades, and more noticeably since April 2025.
Behind The ScenesCrypto
Salvatore M. Capizzi • 6 Aug 2025
The Retirement Real Return Rule
This is the eighth entry in our ongoing series, "Is Our Industry Prepared for Retirees' Longer..."
Dunham DCEstate Planning
Salvatore M. Capizzi • 7 Aug 2025
Understanding Phaseouts for the One Big Beautiful Bill Act
I called myself a Phaseoutologist, someone who can recite the phaseouts for just about every tax...
Inflationinvesting
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