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Advisor News

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News, trends and helpful peer advice for financial advisors.

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May 1, 2025

Women and wealth: The opportunity for advisors

Significant financial tailwinds are driving the conversation around women and wealth.

May 1, 2025

Weathering the storm: Investing with confidence in volatile markets

Help clients tune out the noise and focus on their long-term investment goals.

April 28, 2025
financial literacy

Retired advisor helps others sharpen their financial literacy skills

Money is the one tool we all use, and anyone can sharpen their skills with it. Those are the words that Stephanie Batten lives by as she helps others hone their financial literacy skills.

April 28, 2025
Image showing a tax form with the CFP Board logo overlaying it. 2025-tax-changes-could-upend-retirement-and-legacy-plans-CFP-Board-survey-finds.

Retirement plans could be hit by expiring tax cuts, survey finds

CFP professionals are warning expiring tax cuts could pose significant risks to their clients’ financial goals.

Guardian releases The 2024 Guardian Annual and record-breaking financial results

April 24, 2025

–The Guardian Life Insurance Company of America ® today reported strong financial results in The 2024 Guardian Annual, continuing to build on its legacy of financial strength and delivering consistent growth for policyholders through a robust business strategy and disciplined risk management. Record operating income: Driven by robust investment…

Worker retirement confidence unchanged, retirees more optimistic

April 24, 2025

A new report published today from the 35th annual Retirement Confidence Survey finds Americans reporting a positive outlook for retirement with 67% of workers and 78% of retirees confident they will have enough money to live comfortably throughout retirement.

April 23, 2025
Investor looking unhappy with her financial advice. Study: Only 40% of Americans satisfied with their financial advice.

TIAA, MIT Age Lab ask if investors are happy with financial advice

A new TIAA Institute study in collaboration with MIT AgeLab asks respondents if they are satisfied with the financial advice they receive.

Youth sports cause parents financial strain

April 23, 2025

New York Life’s latest Wealth Watch survey finds that youth sports have significant financial implications for American families.

Americans fear running out of money more than death

April 22, 2025

Nearly two in three Americans (64%) worry more about running out of money than death, according to the 2025 Annual Retirement Study from the Allianz Center for the Future of Retirement, part of Allianz Life.

Caregiving affects ‘sandwich generation’s’ retirement plans

April 22, 2025

Although the sandwich generation’s average age of expected retirement is 65, only 24% of respondents have a written retirement plan and 30% indicate they are concerned about having to rely on their children for financial support in retirement.

April 22, 2025

Why financial consciousness is the key to long-term clarity

Financial consciousness is a shift from reactive behavior to proactive ownership.

April 18, 2025
Image of an agent talking about long-term care. Selling-long-term-care-insurance-in-a-group-setting

Selling long-term-care insurance in a group setting

Two experienced financial professionals discuss what it takes to successfully sell LTCI in a workplace or group setting.

April 16, 2025
Illustration of a terrified agent clutching a phone as he makes a call to a prospect. Overcoming-the-fear-of-calling-prospects.

How to overcome the fear of calling prospects

Cold-calling prospects is not a task for the faint-hearted. It requires a positive mindset, accepting rejection, and perseverance.

April 15, 2025

Advisor gives students a lesson in financial reality

Tari Trowbridge shares her experience of establishing and running a small business with high school students in her community, to help educate them on the realities of the business world.

April 15, 2025
Photo illustration showing a couple getting married. How-lifes-milestones-can-play-a-role-in-selling-financial-services.

How life’s milestones can play a role in selling financial services

Three experts offer some helpful hints on how financial professionals can make the most of their client’s life milestones.

April 14, 2025

Digitize your estate plan for peace of mind

A digital estate plan addresses centralizes important information in one secure, easily accessible repository.

April 14, 2025
Image of the US Capitol Building with the Finseca logo overlapping the image. Finseca-sees-chance-to-go-on-offense-amid-changes-in-DC.

Finseca sees chance to ‘go on offense’ amid changes in DC

The financial services profession and industry has an opportunity “to go on offense” now that a new administration and a new Congress has taken over the reins in Washington, said Finseca CEO Marc Cadin.

April 11, 2025
Image shows the 5-minute finance logo and a man's hands.
An inclusive approach can build trust with clients.

Beyond Finance: How an inclusive approach builds client trust

When I first started my business, there were not many women in charge. If we were, we were often brushed aside and not taken seriously by our male peers.

April 10, 2025
Photo showing an annuities advisor with her clients. Annuities-help-financial-advisor-build-long-term-client-relationships.

Study asks if annuities help financial advisors build client relationships

Do annuities help financial advisors create long-lasting relationships with their clients? A recent survey has some answers.

California’s big pension funds lost billions in stock market selloff. Can they recover in time?

April 10, 2025

The investment chief who' s responsible for the retirement plans of 1 million California educators saw foreboding signs when he spoke to the state's teachers' pension board last month. They are world changing, "said Chan, the chief investment officer at the California State Teachers' Retirement System. The tariffs and the market plunge represent a new challenge…

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