Alternative investments — historically the domain of high-net-worth and institutional investors — are quickly garnering attention in the defined contribution retirement plan market.
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Americans still believe they can achieve financial success, but the definition of success is changing.
Partial annuitization: How advisors can help clients balance income, growth
More retirees are warming up to the idea of partial annuitization to assure a guaranteed lifetime income, experts say.
Guide women along the walk through widowhood
Although more than $54 trillion in wealth is expected to transfer to widows by 2048, many women still face financial insecurity after their spouse dies.
A gambling tax hike in the Netherlands has fallen well short of its projected revenue target, according to a recent analysis by iGaming Business. For bettors in Pennsylvania and across the U.S., the Dutch shortfall is worth watching. What happened in the Netherlands.
Caregiving: A challenge that costs employers billions
Caregiving is the defining workplace issue of our time, costing employers billions of dollars in lost productivity every year. One in four American adults is a caregiver, and caregiving has a ripple effect on their financial situation.
Could your practice benefit from an advisory board?
Advisory boards help your firm connect with other financial professionals, obtain client feedback and build your company brand.
SEC nears settlement with accused scammer Tai Lopez
The Securities and Exchange Commission is closing in on an agreement with prominent social media influencer Taino “Tai” Lopez in a civil enforcement fraud case.
The 3 things that shrink your Social Security income
The number everyone optimizes — your gross monthly benefit — isn’t the number that lands in your bank account.
Proposed legislation takes aim at Social Security shortfall
The Bipartisan Social Security Commission Act of 2026 would create a 13-member commission on long-term Social Security solvency.
The overlooked retirement security risk that must be addressed
Cognitive decline can undermine a client’s retirement plan, and advisors must not be afraid to discuss that risk
What advisors should know about hedge funds in retirement planning
Hedge funds don’t make sense for a lot of clients, but for high-net-worth individuals, can be an important part of a financial plan.
Retirement control is top success measure for middle class, ACLI says
Just one in four middle-class households identified having enough savings to retire at their desired age and lifestyle, a new ACLI survey finds.
The Financial Services Institute applauded the U.S. House of Representatives’ passage of the Financial Exploitation Prevention Act of 2025, bipartisan legislation that would strengthen protections for seniors and vulnerable adults by amending the Investment Company Act of 1940 to give mutual funds the ability to pause redemptions when it reasonably believes it is the result of financial exploitation of the investor.
New research published by the Employee Benefit Research Institute finds that younger workers continue to change jobs at high rates but were more likely than workers from an earlier generation to be eligible for an employer-sponsored retirement plan after changing jobs.
Business and government leaders gathered at the Bank of America Corporate Center for a community roundtable discussion Thursday. The tax is expected to generate $19.4 billion over the next 30 years, according to the Charlotte Area Transit System. Robert McCutcheon, CEO of Charlotte Regional Business Alliance, said the investment could lead to a 1.7%…
Vince Fong, Jay Obernolte, and members of the California delegation in sending a letter to Governor Gavin Newsom and California State Medicaid Director Tyler Sadwith expressing concerns about the state's revised health care tax, which would raise healthcare costs for millions of Californians already struggling with the rising costs of healthcare.
How executive benefits impact an estate plan
Advisors increasingly deal with executive benefits when creating an estate plan for business executives.
Tensions in the Strait of Hormuz are heightening energy security fears and pressure on businesses, while surging demand from energy-intensive technologies is making investment in alternative energy urgent, as 73% of US executives say uncertainty is stalling transition investment.
A new era at the Federal Reserve
Now that he has been confirmed by the Senate, Kevin Warsh will step into a role closely watched by world and business leaders.
