The Information Technology Industry Council is encouraging the National Institute of Standards and Technology to provide more guidance on risk management and agentic artificial intelligence, in comments on a preliminary draft profile of the NIST cybersecurity framework focused on AI. ITI says the“ the Profile could be strengthened by addressing…
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How to discuss higher deductibles without losing client trust
Higher deductibles create friction for clients, introducing uncertainty at the moments they need coverage most.
Take advantage of the exploding $800B IRA rollover market
Position yourself as a rollover expert and get in front of the “money in motion.”
Study finds more households move investable assets across firms
Why are an increasing number of households in the U.S. moving investable assets across their financial stores? A recent study takes a look.
Could workplace benefits help solve America’s long-term care gap?
Industry experts say a new trend of employers offering long-term care solutions could help bridge a coverage gap that’s edging towards a crisis.
The best way to use a tax refund? Create a holistic plan
Many Americans will be pleasantly surprised during this year’s income tax filing season – 2026 is shaping up to deliver the largest average tax refunds on record.
Snowden will succeed Kevin R. Keller, CAE, who is retiring after nearly two decades of leadership.
TIAA unveils ‘policy roadmap’ to boost retirement readiness
When it comes to retirement security and readiness, most Americans are not ready at all, according to a recent study.
2026 may bring higher volatility, slower GDP growth, experts say
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.
Why affluent clients underuse advisor services and how to close the gap
Although financial advisors offer a range of services, affluent clients are focusing on just a few key services.
America’s ‘confidence recession’ in retirement
Why advisors are more important than ever in helping Americans plan for retirement.
Most Americans surveyed cut or stopped retirement savings due to the current economy
A recent study found that more than half of Americans have either stopped or reduced retirement savings due to the economic environment.
Why you should discuss insurance with HNW clients
An integral part of the financial planning process is understanding what your client needs, versus what’s a nice-to-have.
WASHINGTON— President Donald Trump announced the outline of a health care plan Thursday that he wants Congress to take up as Republicans face increasing pressure to address rising health costs after lawmakers let subsidies expire. The cornerstone of his proposal is to send money directly to Americans for health savings accounts to handle insurance and…
House passes bill restricting ESG investments in retirement accounts
The House of Representatives passed a bill Thursday to require plan sponsors to maximize returns as the highest priority over ESG factors.
How pre-retirees are approaching AI and tech
A recent study finds that most retirees are increasingly using technology, including for financial and retirement planning purposes.
AmeriLife Group, a national leader in developing, marketing, and distributing life and health insurance, annuities, and retirement planning solutions, announced the appointment of Todd Buchanan as president of AmeriLife Wealth.
CFP Board reported a milestone year in 2025, with record numbers of new CFP certificants and exam candidates.
The following information was released by Iowa Senator Charles Grassley:. Floor Remarks by Senator Chuck Grassley of Iowa. Recently, the Department of Health and Human Services' Inspector General published an audit that found millions of dollars were paid out from state Medicaid programs to Managed Care Organizations for deceased enrollees.
Retirement Reimagined: This generation says it’s no time to slow down
Americans are envisioning their retirement years as a launchpad for adventure, active living, and passion projects.
