Moms who work in the advisory profession say they are fulfilled in their careers, with 9 out of 10 saying they are highly satisfied in their chosen careers.
The CFP Board has convened an AI Working Group to explore how artificial intelligence is transforming the financial planning ecosystem and to define the evolving role of human expertise in the future.
The annual Global Financial Wellbeing Report from nudge has revealed a global decline in hope for a positive financial future.
A nearly overlooked feature in President Trump’s “One Big Beautiful Bill” would provide a $1,000 investment account for American babies.
Jim Banks, R- Indiana, issued the following news release:. WASHINGTON, D.C.- Today, Senator Jim Banks introduced the Protecting Americans' Retirement Savings Act. The bill prohibits ERISA-covered retirement plans from investing in companies based in foreign adversary countries, including China, Russia, North Korea, and Iran.
Solutions like long-term care insurance, retirement investments and life insurance can all help mitigate risks from medical costs in retirement.
Retirement is a significant emotional transition that many clients “simply aren’t emotionally prepared for,” according to the FPA.
America's debt-addicted government just lost its triple-A credit rating from Moody's, as it previously had from fellow rating agencies S&P and Fitch. Many in Washington shrugged the move off as minor or as unfair treatment of the Trump administration. The reckoning comes as House Republicans push to extend the 2017 Trump tax cuts with a "big, beautiful bill."
Misinformation about money is everywhere online, and Americans are paying the price for it.
Nationwide Retirement Solutions has launched Nationwide RetireAssist, an advisor-friendly, multi-product solution designed to meet the unique retirement plan needs of generalist and specialist advisors, as well as their clients.
With today’s wealth management space becoming increasingly commoditized, broker-dealers need smart ways to grow and protect their business.
—President Donald Trump’ s big bill in Congress would unleash trillions in tax cuts and slash spending, but also spike deficits by $2.4 trillion over the decade and leave some 10.9 million more people without health insurance, raising the political stakes for the GOP's signature domestic priority. Republican leaders in Congress, determined to muscle the…
The sweeping federal budget legislation dubbed the “big, beautiful bill” by its backers is sparking sharp debate over its potential impact.
This Medicare surcharge functions effectively as a stealth tax that can dramatically increase health care costs for higher-income retirees.
Despite concerns about AI “replacing” humans, a recent study found most insurance companies plan to increase staff hiring over the next year.
This change in Social Security regulations will impact clients who will see their benefits increase.
of 25 and 39 is “highly important” or “critical.”
In 2017, during Trump's first term, Congress passed a 1.4% tax on investment income from university endowments that have at least $500,000 per student and at least 500 students— which translates to a minimum endowment of $250 million, although the threshold is larger for bigger universities. Wellesley College economics professor Phillip Levine, in a…
Americans are so concerned about the cost of living that they don’t want to live to be 100 years old, a new study finds.
Rather than viewing AI as a threat, financial advisors should see it as a powerful tool that can enhance capabilities and free up time for more strategic, creative, and client-focused tasks.
