When Congress passed the One Big Beautiful Bill Act (OBBB) in July, it promised stability.
Higher deductibles create friction for clients, introducing uncertainty at the moments they need coverage most.
Position yourself as a rollover expert and get in front of the “money in motion.”
When Congress passed the One Big Beautiful Bill Act (OBBB) in July, it promised stability.
Finseca and the International Association of Qualified Financial Planners announced their merger.
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.
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…
Higher deductibles create friction for clients, introducing uncertainty at the moments they need coverage most.
Position yourself as a rollover expert and get in front of the “money in motion.”
Why are an increasing number of households in the U.S. moving investable assets across their financial stores? A recent study takes a look.
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.
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.
Snowden will succeed Kevin R. Keller, CAE, who is retiring after nearly two decades of leadership.
When it comes to retirement security and readiness, most Americans are not ready at all, according to a recent study.
The coming year will bring increased market volatility and a slowing in U.S. gross domestic product as the economy contends with a slackening labor market and the impact of tariffs.
Although financial advisors offer a range of services, affluent clients are focusing on just a few key services.
Why advisors are more important than ever in helping Americans plan for retirement.
A recent study found that more than half of Americans have either stopped or reduced retirement savings due to the economic environment.
An integral part of the financial planning process is understanding what your client needs, versus what’s a nice-to-have.
WASHINGTON— President Donald Trump announced the outline of a health care plan Thursday that he wants Congress to take up as Republicans face increasing pressure to address rising health costs after lawmakers let subsidies expire. The cornerstone of his proposal is to send money directly to Americans for health savings accounts to handle insurance and…
The House of Representatives passed a bill Thursday to require plan sponsors to maximize returns as the highest priority over ESG factors.
A recent study finds that most retirees are increasingly using technology, including for financial and retirement planning purposes.
AmeriLife Group, a national leader in developing, marketing, and distributing life and health insurance, annuities, and retirement planning solutions, announced the appointment of Todd Buchanan as president of AmeriLife Wealth.
