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News, trends and helpful peer advice for financial advisors.

Top Stories

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.

June 13, 2025
Cruise ship and two passengers asking "Ready? Why-emotional-readiness-is-key-to-retirement.

Why emotional readiness is one key to retirement

Retirement is a significant emotional transition that many clients “simply aren’t emotionally prepared for,” according to the FPA.

June 5, 2025

How broker-dealers can lead the next evolution in financial advice

With today’s wealth management space becoming increasingly commoditized, broker-dealers need smart ways to grow and protect their business.

More Stories

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.

June 13, 2025
Cruise ship and two passengers asking "Ready? Why-emotional-readiness-is-key-to-retirement.

Why emotional readiness is one key to retirement

Retirement is a significant emotional transition that many clients “simply aren’t emotionally prepared for,” according to the FPA.

Moody's reprimands Uncle Sam for squandering Hamilton's vision

June 11, 2025

America's debt-addicted government just lost its triple-A credit rating from Moody's, as it previously had from fellow rating agencies S&P and Fitch. Many in Washington shrugged the move off as minor or as unfair treatment of the Trump administration. The reckoning comes as House Republicans push to extend the 2017 Trump tax cuts with a "big, beautiful bill."

Bad online advice leads to bad financial decisions

June 10, 2025

Misinformation about money is everywhere online, and Americans are paying the price for it.

Nationwide RetireAssist provides more options, flexibility

June 9, 2025

Nationwide Retirement Solutions has launched Nationwide RetireAssist, an advisor-friendly, multi-product solution designed to meet the unique retirement plan needs of generalist and specialist advisors, as well as their clients.

June 5, 2025

How broker-dealers can lead the next evolution in financial advice

With today’s wealth management space becoming increasingly commoditized, broker-dealers need smart ways to grow and protect their business.

Trump tax bill will add $2.4 trillion to the deficit and leave 10.9 million more uninsured, CBO says

June 4, 2025

—President Donald Trump’ s big bill in Congress would unleash trillions in tax cuts and slash spending, but also spike deficits by $2.4 trillion over the decade and leave some 10.9 million more people without health insurance, raising the political stakes for the GOP's signature domestic priority. Republican leaders in Congress, determined to muscle the…

June 4, 2025
Document with "Big Beautiful Bill" appearing, being held by President Donald Trump. Impact-of-big-beautiful-bill-to-advisors-may-be-a-shift-in-client-behavior.

Impact of ‘big, beautiful bill’ to advisors may be a shift in client behavior

The sweeping federal budget legislation dubbed the “big, beautiful bill” by its backers is sparking sharp debate over its potential impact.

June 4, 2025

IRMAA: The shadow tax that can ambush retirement

This Medicare surcharge functions effectively as a stealth tax that can dramatically increase health care costs for higher-income retirees.

June 2, 2025
Illustration of an AI-powered robot sitting in the lotus position all by itself. Is-AI-replacing-insurance-agents-New-labor-study-says-not-yet.

Is AI replacing insurance agents? New labor study says ‘not yet’

Despite concerns about AI “replacing” humans, a recent study found most insurance companies plan to increase staff hiring over the next year.

June 1, 2025

Social Security Fairness Act is an opportunity for professional advice

This change in Social Security regulations will impact clients who will see their benefits increase.

May 30, 2025
Financial advisor with a young couple. The-importance-of-seeking-professional-advice-early.

The importance of seeking financial advice early

of 25 and 39 is “highly important” or “critical.”

GOP's proposed endowment tax hike

May 29, 2025

In 2017, during Trump's first term, Congress passed a 1.4% tax on investment income from university endowments that have at least $500,000 per student and at least 500 students— which translates to a minimum endowment of $250 million, although the threshold is larger for bigger universities. Wellesley College economics professor Phillip Levine, in a…

May 29, 2025
Image of a large group of senior citizens standing in front of a large sign stating "Crisis." Is-longevity-Americas-new-retirement-crisis.

Is longevity America’s new retirement crisis?

Americans are so concerned about the cost of living that they don’t want to live to be 100 years old, a new study finds.

May 28, 2025
Image shows an overhead shot of a woman at a desk with a laptop.
Artificial intelligence can be an asset to an advisor in several ways.

4 ways to incorporate AI into your advisory practice

Rather than viewing AI as a threat, financial advisors should see it as a powerful tool that can enhance capabilities and free up time for more strategic, creative, and client-focused tasks.

Some Gen Zers spend freely despite low retirement confidence

May 28, 2025

Despite just beginning their careers, many Generation Z investors are already evaluating their retirement prospects – and many feel uneasy about their financial futures.

May 28, 2025
Image of a senior couple fashioned out of clay. The-Reshaping-of-Retirement--The-sequence-of-returns-risk.

The Reshaping of Retirement: Volatility and the ‘sequence of returns’

As a record number of baby boomers retire, the convergence of market instability and geopolitical uncertainty is reshaping retirement.

GOP's proposed, but questionable, endowment tax hike

May 27, 2025

In 2017, during Trump's first term, Congress passed a 1.4 percent tax on investment income from university endowments that have at least $500,000 per student and at least 500 students— which translates to a minimum endowment of $250 million, although the threshold is larger for bigger universities. Wellesley College economics professor Phillip Levine, in a…

May 27, 2025
Financial advisor with clients.
Financial advisor with clients.

Most financial advisors compensated using fee-based models

The movement to fee-based services is being driven by a move from commissions to asset-based fees among wirehouse and broker/dealer channels.

Iowa’s revenue shortfall becomes political fodder for 2026 campaign

May 26, 2025

The Iowa state government will be dipping into reserve funds to meet spending obligations in the 2026 fiscal year under the budget passed by lawmakers in 2025— a decision Republican leaders said was accounted for when they approved income tax cuts, but that Democrats said could leave the state in a risky position in the case of economic downturns.

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