Advisor News

Recent five-year data from the Life Insurance Settlement Association tells an interesting story about the life settlement business.

Younger investors want an advisor to serve as a facilitator for cross-generational retirement and financial planning discussions, while older investors are largely declining to take that step.

Looking at healthcare costs in relation to Social Security or projected overall retirement income provides a way to frame these expenses and plan to account for the impact of healthcare inflation.

“It’s amazing how resilient and flexible the global economy is” in the wake of current geopolitical trends that are reshaping the investment landscape, said Jack Aldrich, BlackRock’s director for geopolitical research and strategy.

The Digital Asset Market Clarity Act advanced out of the Senate Banking Committee recently in a bipartisan vote. If it becomes law, what will it mean?

Many insurers are still using AI for existing underwriting and claims rather than redesigning how those workflows operate.

Medical bills are one of the leading reasons Americans raid their retirement accounts early.

Pooled employer plans represent an opportunity in the defined contribution plan space, although few DC plan advisors are familiar with them.

Summer vacations at special family properties can open the door for important discussions on passing down those holdings to the next generation.

New data from Security Benefit shows that two in five financial professionals say 30% or more of their clients spend less than they can in retirement.

Returning home to live with their parents is becoming a defining feature of life for many young adults, according to Thrivent’s fifth annual Boomerang Kids Survey.

Your client may not always tell you when they’re lost. That is when being in tune to the key messages contained in body language can help an advisor.

A recent Pacific Life survey found that 52% of executives expect electronic health records to have the greatest impact on underwriting in the next few years.

Defined contribution plan sponsors increasingly support approaches that help workers convert retirement savings into a dependable income stream.

Historically treated as a short-term, minor issue, menopause hasn’t been built into retirement models as a sustained driver of healthcare costs.