Advisor News

U.S. insurance brokerage deal volume has increased dramatically over the past 10 years, and that increase is primarily driven by private equity investment.

The New Jersey Senate is considering legislation to clarify the choice of independent contractor status for certain professionals, including financial advisors.

Federal retirement benefits can be far more complex than those in the private sector, advisors say.

Financial experts agree that clients should forget trying to time the market and instead focus on solid planning and risk tolerance.

Business credit can be easy to overlook because it usually does not create urgency until a company needs something.

A new survey finds that 80% of American consumers are at least slightly concerned about the onset of a recession.

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?