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Top Stories

February 13, 2026
Photo of woman practicing yoga while there is health food in the foreground.
Less than half of America’s workforce is holistically healthy, as employees battle rising costs and employers balance investing in benefits with broader cost-cutting measures.

Metlife study finds less than half of US workforce holistically healthy

According to MetLife research, less than half of America’s workforce is holistically healthy, as employees battle rising costs and employers balance investing in benefits.

February 13, 2026
Image shows the 5-Minute Finance logo and a couple meeting with an advisor
Advisors have an opportunity to guide clients in using AI for planning.

Invigorating client relationships with AI coaching

Tools that once felt unfamiliar have quietly become a part of daily life. AI is following a similar path.

February 12, 2026
Image shows Tai Lopez
Authorities have charged the leadership of Retail Ecommerce Ventures with orchestrating a massive fraudulent securities scheme.

SEC: Get-rich-quick influencer Tai Lopez was running a Ponzi scam

The SEC alleges that the get-rich-quick investment tips offered by prominent social media influencer Taino “Tai” Lopez were little more than Ponzi-style scams.

More Stories

February 13, 2026
Photo of woman practicing yoga while there is health food in the foreground.
Less than half of America’s workforce is holistically healthy, as employees battle rising costs and employers balance investing in benefits with broader cost-cutting measures.

Metlife study finds less than half of US workforce holistically healthy

According to MetLife research, less than half of America’s workforce is holistically healthy, as employees battle rising costs and employers balance investing in benefits.

February 13, 2026
Image shows the 5-Minute Finance logo and a couple meeting with an advisor
Advisors have an opportunity to guide clients in using AI for planning.

Invigorating client relationships with AI coaching

Tools that once felt unfamiliar have quietly become a part of daily life. AI is following a similar path.

February 12, 2026
Image shows Tai Lopez
Authorities have charged the leadership of Retail Ecommerce Ventures with orchestrating a massive fraudulent securities scheme.

SEC: Get-rich-quick influencer Tai Lopez was running a Ponzi scam

The SEC alleges that the get-rich-quick investment tips offered by prominent social media influencer Taino “Tai” Lopez were little more than Ponzi-style scams.

February 11, 2026
Illustration showing a employee looking very healthy and happy. Companies-take-greater-interest-in-employee-financial-wellness.

Companies take greater interest in employee financial wellness

More firms are highly concerned about their workers’ financial well-being, with most benefit decision-makers and workers agreeing that their company has a responsibility to ensure their employees are physically, mentally and financially well.

Tax refund won’t do what fed says it will

February 11, 2026

First, the estimated $90 billion to $100 billion increase in refunds, a result of several provisions of the budget law enacted last year, amounts to only about 0.3% of annual gross domestic product. But IRS figures show that it's difficult for any tax cut not to land mostly in the bank accounts of the affluent. In the 2022 tax year, the most recent for which such…

February 11, 2026

Amazon Go validates a warning to advisors

The real threat to advisors today is not technology. It is indistinguishability.

February 10, 2026
Image shows the Principal building.
Principal is selling its annuity business in Chile.

Principal builds momentum for 2026 after a strong Q4

Principal Financial Group closed out the fourth quarter with solid performance, driven by steady revenue growth across its main business lines.

February 10, 2026

Planning for a retirement that could last to age 100

Increasing longevity should change the way people prepare for, transition to and live in retirement.

February 9, 2026

Tax filing season is a good time to open a Trump Account

Income tax filing season is in full swing and it’s a good time for parents to open a Trump Account for their children who are eligible.

February 6, 2026

Why aligning wealth and protection strategies will define 2026 planning

When Congress passed the One Big Beautiful Bill Act (OBBB) in July, it promised stability.

Finseca and IAQFP announce merger

February 4, 2026

Finseca and the International Association of Qualified Financial Planners announced their merger.  

More than half of recent retirees regret how they saved

February 3, 2026

For millions of Americans who retired in the last five years, the transition from earning a paycheck to living off savings brings an uncomfortable reality check: many wish they did things differently.

Tech group seeks additional context addressing AI risks in CSF 2.0 draft profile connecting frameworks

February 3, 2026

The Information Technology Industry Council is encouraging the National Institute of Standards and Technology to provide more guidance on risk management and agentic artificial intelligence, in comments on a preliminary draft profile of the NIST cybersecurity framework focused on AI. ITI says the“ the Profile could be strengthened by addressing…

February 3, 2026
Illustration showing advisor explaining deductibles to a client. How-to-discuss-higher-deductibles-without-losing-client-trust.

How to discuss higher deductibles without losing client trust

Higher deductibles create friction for clients, introducing uncertainty at the moments they need coverage most.

February 1, 2026

Take advantage of the exploding $800B IRA rollover market

Position yourself as a rollover expert and get in front of the “money in motion.”

January 29, 2026
Illustration showing two financial firms with an arrow pointig from one to the other. Study-finds-more-households-move-investable-assets-across-firms.

Study finds more households move investable assets across firms

Why are an increasing number of households in the U.S. moving investable assets across their financial stores? A recent study takes a look.

January 28, 2026
Photo illustration showing a long-term care patient with a caregiver. Could-workplace-benefits-help-solve-Americas-long-term-care-gap.

Could workplace benefits help solve America’s long-term care gap?

Industry experts say a new trend of employers offering long-term care solutions could help bridge a coverage gap that’s edging towards a crisis.

January 26, 2026
Photo illustration showing a tax payer reviewing a plan on how to use his tax refund.

The best way to use a tax refund? Create a holistic plan

Many Americans will be pleasantly surprised during this year’s income tax filing season – 2026 is shaping up to deliver the largest average tax refunds on record.

CFP Board appoints K. Dane Snowden as CEO

January 21, 2026

Snowden will succeed Kevin R. Keller, CAE, who is retiring after nearly two decades of leadership.

January 21, 2026
Illustration showing a retirement-aged couple walking down a beautiful wooded road. TIAA-unveils-policy-roadmap-to-boost-retirement-readiness.

TIAA unveils ‘policy roadmap’ to boost retirement readiness

When it comes to retirement security and readiness, most Americans are not ready at all, according to a recent study.

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Press Releases

  • LIDP Named Top Digital-First Insurance Solution 2026 by Insurance CIO Outlook
  • Finseca & IAQFP Announce Unification to Strengthen Financial Planning
  • Prosperity Life Group Appoints Nick Volpe as Chief Technology Officer
  • Prosperity Life Group appoints industry veteran Rona Guymon as President, Retail Life and Annuity
  • Financial Independence Group Marks 50 Years of Growth, Innovation, and Advisor Support
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