Transamerica and Advo(k)ate Advisors announced the launch of the Advo(k)ate Nexus Pooled Employer Plan, a modern retirement solution designed to simplify plan administration for employers of all sizes while elevating the participant experience.
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‘I wish I’d met him sooner:’ Karlan Tucker remembered for integrity, faith
Karlan Ken Tucker, 66, died Thursday in Littleton, Colo. He leaves behind a national footprint of advisors serving clients with integrity.
Why women must be more engaged in investing
Advisors share some of the barriers women face, and a few steps that can help remove these barriers and empower more women to invest.
SEC moves to simplify electronic delivery of investor communications
The SEC’s new rule allows advisors to use electronic delivery to meet federal information disclosure requirements.
Nearly half of nonretirees doubt they will fully retire
This is despite 58% of nonretirees saying they’re confident they’ll have enough money to retire from their primary career on schedule.
A report shows a 54-year-old couple retiring in eight years receiving average Social Security benefits could lose more than $160,000 over their lifetime and a high-income couple receiving maximum benefits as much as $500,000.
How can more Americans achieve financial independence?
The latest 2026 Planning & Progress Financial Independence Study from Northwestern Mutual shows just how exposed many Americans are feeling.
Savers vs. spenders: How money management attitudes impact financial confidence
By understanding behavioral drivers, individuals can create strategies to strengthen their financial health and align with long-term goals.
Demonstrating the value of life insurance to Gen Z
What often drives someone to meet with a financial advisor is a desire to protect what is most important to them.
As the cost of living – and the cost of dating – continue to rise, six in 10 Americans (60%) say poor money habits are “a dealbreaker” in a new relationship.
Alternative investments — historically the domain of high-net-worth and institutional investors — are quickly garnering attention in the defined contribution retirement plan market.
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.
