More Americans say that they are too nervous to invest right now and are worried about their retirement savings more than they have in the last six years as extreme market volatility ripples through the economy, according to the 2025 Q2 Quarterly Market Perceptions Study from Allianz Life.
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Registered investment advisors are feeling better about inflation, according to the latest RIA Economic Outlook Index released by Security Benefit in partnership with Greenwald Research.
Study: How does flexibility impact life insurance purchase decisions?
In the world of life insurance, guarantees have reigned supreme. But new research suggests flexibility also may be highly valued.
Moms say they are fulfilled in the advisory industry
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.
CFP Board convenes AI Working Group
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.
Trump bill includes $1K investment account for newborns
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.
Why your clients should be planning for healthcare costs in retirement
Solutions like long-term care insurance, retirement investments and life insurance can all help mitigate risks from medical costs in retirement.
Why emotional readiness is one key to 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.
How broker-dealers can lead the next evolution in financial advice
With today’s wealth management space becoming increasingly commoditized, broker-dealers need smart ways to grow and protect their business.
Trump tax bill will add $2.4 trillion to the deficit and leave 10.9 million more uninsured, CBO says
—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…
Impact of ‘big, beautiful bill’ to advisors may be a shift in client behavior
The sweeping federal budget legislation dubbed the “big, beautiful bill” by its backers is sparking sharp debate over its potential impact.
IRMAA: The shadow tax that can ambush retirement
This Medicare surcharge functions effectively as a stealth tax that can dramatically increase health care costs for higher-income retirees.
Is AI replacing insurance agents? New labor study says ‘not yet’
Despite concerns about AI “replacing” humans, a recent study found most insurance companies plan to increase staff hiring over the next year.
Social Security Fairness Act is an opportunity for professional advice
This change in Social Security regulations will impact clients who will see their benefits increase.
The importance of seeking financial advice early
of 25 and 39 is “highly important” or “critical.”
