Snowden will succeed Kevin R. Keller, CAE, who is retiring after nearly two decades of leadership.
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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.
The Conversation Gap: Clients tuning out on advisor health care discussions
Financial professionals and their clients have sharply different views on whether they discuss critical health-related issues during retirement planning, according to the final chapter of Alliance for Lifetime Income by LIMRA’s 2025 Protected Lifetime Income & Planning study.
—Up until this week, Wall Street has generally benefited from the Trump administration’ s policies and has been supportive of the president. When President Donald Trump signed the One Big Beautiful Bill into law in July, it pushed another significant round of tax cuts and also cut the budget of the Consumer Financial Protection Bureau, at times the banking…
Americans have ambitious financial resolutions for 2026
Many Americans are ready to leave an economically turbulent 2025 behind and achieve greater financial goals in 2026.
The Financial Services Institute, a leading advocacy organization for independent financial services firms and financial advisors, today announced five new…
Tax implications under the One Big Beautiful Bill Act
Few pieces of legislation have sparked as much discussion as the One Big Beautiful Bill Act.
To help financial planners become more comfortable with this emerging technology, the Financial Planning Association has partnered with Capital Investment Advisors to launch the FPAi Authority.
