Advisor News

Health-related income risk remains largely outside the financial planning conversation.

Caregiving is reshaping the workplace, employee benefits and long-term financial security.

Research suggests the average American believes they need nearly $1.5 million in savings to comfortably retire.

Americans are now living around 10 to 15 years longer than before, but many still haven’t adopted financial planning to match that longevity.

How pooled employer plans compare with traditional single-employer 401(k)s. 

According to a new Allianz study, 54% of Americans say they would retire immediately if they won the lottery.

Recent five-year data from the Life Insurance Settlement Association tells an interesting story about the life settlement business.

Younger investors want an advisor to serve as a facilitator for cross-generational retirement and financial planning discussions, while older investors are largely declining to take that step.

Looking at healthcare costs in relation to Social Security or projected overall retirement income provides a way to frame these expenses and plan to account for the impact of healthcare inflation.

“It’s amazing how resilient and flexible the global economy is” in the wake of current geopolitical trends that are reshaping the investment landscape, said Jack Aldrich, BlackRock’s director for geopolitical research and strategy.

The Digital Asset Market Clarity Act advanced out of the Senate Banking Committee recently in a bipartisan vote. If it becomes law, what will it mean?

Many insurers are still using AI for existing underwriting and claims rather than redesigning how those workflows operate.

Medical bills are one of the leading reasons Americans raid their retirement accounts early.

Pooled employer plans represent an opportunity in the defined contribution plan space, although few DC plan advisors are familiar with them.

Summer vacations at special family properties can open the door for important discussions on passing down those holdings to the next generation.

New data from Security Benefit shows that two in five financial professionals say 30% or more of their clients spend less than they can in retirement.