Advisor News

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.

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.

Americans are envisioning their retirement years as a launchpad for adventure, active living, and passion projects.

Financial professionals and their clients have sharply different views on whether they discuss critical health-related issues during retirement planning, according to the final chapter of Alliance for Lifetime Income by LIMRA’s 2025 Protected Lifetime Income & Planning study.

Many Americans are ready to leave an economically turbulent 2025 behind and achieve greater financial goals in 2026.

Few pieces of legislation have sparked as much discussion as the One Big Beautiful Bill Act.

Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.