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.
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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.”
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…
Is longevity America’s new retirement crisis?
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.
4 ways to incorporate AI into your advisory practice
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.
Despite just beginning their careers, many Generation Z investors are already evaluating their retirement prospects – and many feel uneasy about their financial futures.
The Reshaping of Retirement: Volatility and the ‘sequence of returns’
As a record number of baby boomers retire, the convergence of market instability and geopolitical uncertainty is reshaping retirement.
In 2017, during Trump's first term, Congress passed a 1.4 percent 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…
Most financial advisors compensated using fee-based models
The movement to fee-based services is being driven by a move from commissions to asset-based fees among wirehouse and broker/dealer channels.
The Iowa state government will be dipping into reserve funds to meet spending obligations in the 2026 fiscal year under the budget passed by lawmakers in 2025— a decision Republican leaders said was accounted for when they approved income tax cuts, but that Democrats said could leave the state in a risky position in the case of economic downturns.
FAIRMONT— Monongah resident Amy Davis is on disability and Medicaid. But with the changes to Medicaid proposed by House Republicans in Washington, it’ s not herself she’ s worried about. The reason Davis is worried about how many hours her daughter can put into work is because House Republicans put forward the strictest work requirements they’ ve ever advanced as…
How insurance riders maximize coverage without breaking budgets
When evaluating different risk management options, insurance riders that offer additional benefits have become increasingly popular.
What do consumers think about the need for long-term care?
We often read about consumers’ need for long-term care, but what do consumers think about the need for such protection?
A blind spot for younger Americans: Prioritizing investing over insurance
The majority of young Americans are placing too much emphasis on building wealth without dedicating enough to protecting those assets.
