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.
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How financial planners can use modeling scenarios to boost client confidence
Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.
Senate leaders are signaling caution, warning that dramatic tax cuts could destabilize local governments, which rely heavily on property taxes to fund local services. Democrats, who have little power in the Florida Capitol, are framing affordability as a crisis driven by insurance markets, housing shortages and stagnant wages, and have rolled out a slate of…
Equitable released a new study, “Approaching Retirement: Getting Gen X from Good to Great.”
Most Americans optimistic about a financial ‘resolution rebound’ in 2026
Although most Americans fell short of their financial resolutions in 2025, most are optimistic 2026 will be their year for a “resolution rebound.”
Mitigating recession-based client anxiety
Although the U.S. is not officially in a recession, many consumers are already carrying the mental baggage of planning for one.
CFP Board announced that Terri Kallsen has ascended to the role of Chair of its Board of Directors.
Advisors underestimate demand for steady, guaranteed income, survey shows
Most investors prioritize investments that provide a guaranteed income stream in retirement, while only 66% of advisors share that priority.
Democrats did after the 2024 election, and now it's Republicans turn as the New Year begins with a big spike in health insurance premiums for many Americans. While Democrats try to keep voters' attention focused on health care, Republicans are reminding them of the new tax cuts and the old temporary ones made permanent by the bill. "The press does a great job of…
OBBBA and New Year’s resolutions
The “One Big Beautiful Bill Act” didn’t just change tax rules or policy language — it changed how prospects feel.
Do strong financial habits lead to better health?
Are Americans who have strong financial habits more likely to report better physical and mental health? A new study takes a look.
After getting an earful from citizens concerned about next year's property tax hike, the Winona County Board, in a 3-2 vote, approved an 11% increase in the 2026 property tax levy. That was largely driven by $3 million in increased payroll costs, a combination of higher health insurance premiums, annual raises for staff, and Minnesota's new Paid Family Leave law.
Top firms’ 2026 market forecasts every financial advisor should know
As 2025 comes to a close, many financial professionals are turning to market forecasts from top financial firms to gain insights into what’s ahead for 2026.
Retirement optimism climbs, but emotion-driven investing threatens growth
American workers are feeling more optimistic about their retirement finances, but that optimism may be masking some underlying risks.
A see-saw year for the U.S. economy in 2025 looks set to give way to a stronger 2026 thanks to tailwinds from President Donald Trump's tax cuts, less uncertainty around tariffs, the ongoing artificial intelligence boom and a late-year run of interest-rate reductions from the Federal Reserve. "The boost from fiscal stimulus alone could add one-half percent or…
Investor use of online brokerage accounts, new investment techniques rises
Investors’ use of online brokerage accounts and newer investment techniques, such as crypto, ETFs, and options trading, are on the rise.
After five consecutive years of cuts, Medicare physicians can finally expect to see higher revenues in 2026. This comes in addition to the reversal of a 2.83% pay cut and the temporary 2% payment increase that was applied through December 2025. This risk management tool was created by Congress in 1986 and allows businesses to set aside tax-deferred reserves to…
Does a $1M make you rich? Many millionaires today don’t think so
Today, only about one-third of American millionaires consider themselves wealthy, according to a recent study.
Implications of in-service rollovers on in-plan income adoption
In-service rollovers currently provide active employees with the ability to move funds from a defined contribution plan into an individual retirement account without needing to leave their current employment.
2025 Top 5 Advisor Stories: From the ‘Age Wave’ to Gen Z angst
The recent surge of tue boomer retirement tsunami drove interest in financial advisor stories in 2025, along with the angst of Gen Z.
