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News, trends and helpful peer advice for financial advisors.

Top Stories

July 3, 2025
Image of the U.S. Congress building, with dollars flying in the wind and the words "H.R. 1 passes: The tax issues."

Houses passes Trump budget making 2017 tax cuts permanent

After whipping potential holdouts overnight, House Republicans passed President Donald Trump’s $4.5 trillion tax breaks and spending cuts bill Thursday…

July 2, 2025
Image shows a graphic of a man with a world map scene in the background
U.S. equities have dominated global markets in recent years.

International stocks are having their moment. Will it last?

Over the past decade, U.S. equities have dominated global markets leading investors to wonder whether international stocks still have a place in a diversified portfolio.

July 1, 2025
U.S. Senate builing with the words "H.R.1: Impact on Taxes". Senate passes 'Big Beautiful Bill,' makes litany of significant tax changes.

Senate passes ‘Big Beautiful Bill,’ makes litany of significant tax changes

The Senate passed President Donald Trump’s controversial budget today, which makes significant changes to tax policy and extends the 2017 Tax Cuts and Jobs Act.

More Stories

Industry groups praise tax reform provisions in ‘Big Beautiful Bill’

July 7, 2025

Three industry organizations have praised the signing of H.R. 1 – also known as the Big Beautiful Bill – calling out provisions related to tax reform.

Pennsylvania hospitals expected to lose out under ‘Big Beautiful Bill’

July 4, 2025

Pennsylvania "s hospitals and health care providers could be among the biggest losers under President Donald Trump’ s tax cut and spending bill, which passed the U.S. House on Thursday and will be sent to Trump to sign into law. For Pennsylvania hospitals, the cuts amount to about $4.5 billion per year over the next decade, said Nicole Stallings, president and CEO of…

Rep. Begich celebrates passage of tax-cut bill that could cause thousands of Alaskans to lose health coverage

July 3, 2025

Only two Republicans opposed the bill when it came back to the U.S. House for a final vote, after passing in the U.S. Senate earlier this week. Begich said he was "honored" to vote for the bill, highlighting provisions that are set to expand resource development in Alaska and increase spending on border security. "This legislation fulfills our longstanding goal:…

July 3, 2025
Image of the U.S. Congress building, with dollars flying in the wind and the words "H.R. 1 passes: The tax issues."

Houses passes Trump budget making 2017 tax cuts permanent

After whipping potential holdouts overnight, House Republicans passed President Donald Trump’s $4.5 trillion tax breaks and spending cuts bill Thursday…

July 2, 2025
Image shows a graphic of a man with a world map scene in the background
U.S. equities have dominated global markets in recent years.

International stocks are having their moment. Will it last?

Over the past decade, U.S. equities have dominated global markets leading investors to wonder whether international stocks still have a place in a diversified portfolio.

July 1, 2025
U.S. Senate builing with the words "H.R.1: Impact on Taxes". Senate passes 'Big Beautiful Bill,' makes litany of significant tax changes.

Senate passes ‘Big Beautiful Bill,’ makes litany of significant tax changes

The Senate passed President Donald Trump’s controversial budget today, which makes significant changes to tax policy and extends the 2017 Tax Cuts and Jobs Act.

July 1, 2025

Medicaid asset protection planning: Crisis planning vs. preplanning

Eligibility rules can devastate families financially if proper planning is not in place.

June 30, 2025

The case for bitcoin in Main Street investment portfolios

Bitcoin’s unique properties — diversification potential, inflation resistance and institutional momentum — make a compelling case for a modest allocation in client portfolios.

Black Americans more likely to have lower incomes and assets

June 26, 2025

A new research report, “2025 Retirement Confidence Survey: A Closer Look at Black Americans,” published by the Employee Benefit Research Institute and Greenwald Research, found that Black Americans, on average, report higher incidences of lower incomes and assets coupled with higher likelihoods of problematic debt.

June 26, 2025
Healthcare and insurance online, Health planning in retirement concept, Businesswomen check health insurance documents, Long-term options plan, All time, Hospital, Compensation, Medical expenses

12 steps to successful long-term care planning

The missing link in long-term care planning isn’t only about products or strategies, it’s about people’s mindsets.

June 25, 2025
Two generations of advisors at a table in their office. Advisors At Risk: What new study reveals about the succession planning crisis.
Two generations of advisors finalize succession plans for the firm.

Advisors At Risk: What new study reveals about the succession planning crisis

While most first-generation advisors are unprepared to make the succession handoff, next-gen advisors are growing frustrated enough to leave.

Allianz Life study finds record high investment anxiety

June 24, 2025

More Americans say that they are too nervous to invest right now and are worried about their retirement savings more than they have in the last six years as extreme market volatility ripples through the economy, according to the 2025 Q2 Quarterly Market Perceptions Study from Allianz Life.

Advisors grow more optimistic about the economy

June 24, 2025

Registered investment advisors are feeling better about inflation, according to the latest RIA Economic Outlook Index released by Security Benefit in partnership with Greenwald Research.

June 23, 2025
Illustration of Ben Franklin's image from a $100 bill overlappting money transfer statistics. Implementing-best-practices-during-the-Great-Wealth-Transfer.

Study: How does flexibility impact life insurance purchase decisions?

In the world of life insurance, guarantees have reigned supreme. But new research suggests flexibility also may be highly valued.

June 23, 2025
Group of young mothers smiling. Moms say they are fulfilled in the advisory industry.

Moms say they are fulfilled in the advisory industry

Moms who work in the advisory profession say they are fulfilled in their careers, with 9 out of 10 saying they are highly satisfied in their chosen careers.

June 19, 2025
Group of robots are working in a large room with 3d interfaces. CFP Board convenes AI Working Group.

CFP Board convenes AI Working Group

The CFP Board has convened an AI Working Group to explore how artificial intelligence is transforming the financial planning ecosystem and to define the evolving role of human expertise in the future.

Worldwide volatility fuels sharp decline in financial hope

June 17, 2025

 The annual Global Financial Wellbeing Report from nudge has revealed a global decline in hope for a positive financial future.

June 16, 2025
Image of babies sitting next to a large bank now with a picture of President Trump and the denomination of$1,000. Trump-Administration-To-Give-1000-Boost-to-All-Newborn-Babies.

Trump bill includes $1K investment account for newborns

A nearly overlooked feature in President Trump’s “One Big Beautiful Bill” would provide a $1,000 investment account for American babies.

Sen. Jim Banks Introduces Bill to Ban Pension Investments in Adversarial Countries

June 16, 2025

Jim Banks, R- Indiana, issued the following news release:. WASHINGTON, D.C.- Today, Senator Jim Banks introduced the Protecting Americans' Retirement Savings Act. The bill prohibits ERISA-covered retirement plans from investing in companies based in foreign adversary countries, including China, Russia, North Korea, and Iran.

June 13, 2025
Image shows a man and a pile of money
Solutions like long-term care insurance, retirement investments and life insurance can all help mitigate risks from medical costs in retirement.

Why your clients should be planning for healthcare costs in retirement

Solutions like long-term care insurance, retirement investments and life insurance can all help mitigate risks from medical costs in retirement.

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