The case for bitcoin in Main Street investment portfolios
Bitcoin’s unique properties — diversification potential, inflation resistance and institutional momentum — make a compelling case for a modest allocation in client portfolios.
News, trends and helpful peer advice for financial advisors.
Bitcoin’s unique properties — diversification potential, inflation resistance and institutional momentum — make a compelling case for a modest allocation in client portfolios.
A new research report, “2025 Retirement Confidence Survey: A Closer Look at Black Americans,” published by the Employee Benefit Research Institute and Greenwald Research, found that Black Americans, on average, report higher incidences of lower incomes and assets coupled with higher likelihoods of problematic debt.
The missing link in long-term care planning isn’t only about products or strategies, it’s about people’s mindsets.
While most first-generation advisors are unprepared to make the succession handoff, next-gen advisors are growing frustrated enough to leave.
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.
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.
In the world of life insurance, guarantees have reigned supreme. But new research suggests flexibility also may be highly valued.
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.