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News, trends and helpful peer advice for financial advisors.

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April 7, 2025
AI illustration with a financial advisor pondering use of AI with an AI angel over one shoulder and an AI devil over the other. Should-financial-advisors-use-AI--Expert-weighs-in.

Should financial advisors use AI? An expert weighs in

With many consumers having embraced AI themselves, how do they feel about financial advisors using the technology. One expert weighs in.

April 7, 2025
Illustration of an investor in a paper sailboat made of market report pages in a roiling sea. Inflation-and-interest-rates-Help-clients-navigate-this-terrain.

Inflation and interest rates: Help clients navigate this terrain

Inflation is persisting, interest rates are still high and economic uncertainty is all around. Consumers need their advisors to help them navigate this terrain.

April 3, 2025
Consumers with head in hands worrying about new tariffs and higher inflation. Americans-are-increasingly-worried-about-high-inflation-and-new-tariffs.

Americans increasingly worried about new tariffs, worsening inflation

With additional tariffs recently announced by President Trump, Americans are increasingly worried about high inflation, a new study finds.

April 2, 2025
Illustration of an older man amid consumer goods with an graph going downward, indicating investment losses. Market-volatility-driven-by-uncertainty-over-tariffs.

As tariffs roil market, separate ‘signal from the noise’

Market volatility can affect investors in a variety of ways, depending on their financial situation and where they are in their financial life cycle.

Investors worried about outliving assets

March 31, 2025

Global Atlantic Financial Group  today released results from its 2025 Retirement Outlook Survey, revealing mounting anxiety among investors surveyed around retirement security.

March 31, 2025
Financial advisor looking at a large variety of financial information. Essential-insights-a-financial-advisor-needs-to-grow-their-practice.

Essential insights a financial advisor needs to grow their practice

With more than half of financial advisors finding acquisition of new clients a challenge, what do they need to know to grow their practice?

March 28, 2025
Image of buildings in a financial district with the words "Goldman Sachs" overlaying the image. Goldman-Sachs-survey-identifies-top-threats-to-insurer-investments.

Goldman Sachs survey identifies top threats to insurer investments

While inflation once again topped the list of concerns among insurers, a Goldman Sachs survey found other top concerns.

March 27, 2025
Image showing many U.S. political leaders from both major parties. Political-turmoil-outstrips-inflation-as-Americans-top-financial-worry.

Political turmoil outstrips inflation as Americans’ top financial worry

While more than 4 in 10 Americans named inflation as a major financial concern, the U.S. political environment was their top economic worry.

March 27, 2025
Photo illustration of a 55-year-old with price tags showing question marks around his neck. What-the-average-55-year-old-prospect-is-worth-to-an-advisor.

What is the average 55-year-old prospect worth to an advisor?

A financial advisor’s lifetime relationship with a 55-year-old client can be highly valuable. But what is the average worth in dollars and cents?

March 26, 2025
The Fed has a tough job ahead
Beating inflation without starting a recession is the ultimate thread-the-needle strategy for the Fed.

A recession could leave Americans humming 'Oh, Canada'

A leaner government, less regulation and lower taxes, combined with U.S. leadership in semiconductors and software for Artificial Intelligence, were expected to spark more innovation and investment. In 2016, Mr. Trump inherited an economy that had grown only an average of 1.9% annually during the Bush and Obama presidencies and unemployment at 4.7%.

March 25, 2025
Image of an investor looking very emotional. Market-volatility-driven-by-fear-emotion.

Market volatility driven by fear, emotion

Tariffs and fear over uncertainty are driving market volatility, a panel of experts said.

March 24, 2025
Image shows Gary Brecka and Grant Cardone.
A fractured business relationship led to dueling lawsuits between Grant Cardone, right, and Gary Brecka.

Grant Cardone, Gary Brecka seek mediation in business breakup lawsuit

High-profile social media stars and former business partners Grant Cardone and Gary Brecka agreed to mediation to address a federal lawsuit filed by Cardone Ventures.

March 24, 2025

How well do consumers anticipate retirement healthcare, LTC costs?

A Jackson National Life’s study has revealed a gap between individual’s perceptions of retirement costs and their financial preparedness.

CFP Board launches initiative to accelerate growth and leadership of female professionals.

March 20, 2025

CFP Board announced the launch of Accelerate & WIN, a comprehensive program designed to accelerate the growth, influence and leadership of female CFP professionals.

Strasburg council finalizes budget, moves toward public hearing

March 20, 2025

After approving a 4.5 cent tax increase, the Strasburg Town Council tied up some final loose ends Monday night on health insurance costs, employee compensation and increases to business and trash fees. For employees, this decision means a monthly increase ranging from $5.54 to $18.46 per pay period, depending on their plan. It is a whole lot more than $18, "council…

March 20, 2025
Consumer shopping seeing large dollar signs over many items on the shelves. Northwestern study: inflation still a top financial concern for many.

Northwestern Mutual: Many Americans still struggling with inflation

A recent survey reveals consumers’ continuing struggles with high inflation are having a “large impact” on their finances.

March 19, 2025
Illustration showing a pastiche of images of CFPs with the logo of the CFP Board overlapping the image. _CFP-Board-publishes-guide-to-help-CFP-professionals-in-using-GenAI.

CFP Board publishes guide to help CFP professionals in using GenAI

The  CFP Board has published a guide to assist professionals in using generative artificial intelligence (AI) in their professional services.

MacFarlane-Bradbrook: We need Medicaid more than billionaires need tax cuts

March 19, 2025

When I was growing up, I was taught that only lazy people asked for "handouts" from the government in hard times. But I've learned public assistance isn't a handout at all— it's a service our tax dollars pay for. We purchase these promises in good times so we have something for rainy days.

2025 tax changes could upend retirement and legacy plans

March 18, 2025

With key Tax Cuts and Jobs Act provisions set to expire on December 31, 2025, the vast majority of Certified Financial Planner professionals warn of major risks to their clients’ financial goals, according to CFP Board’s latest research, the 2025 CFP® Professionals Taxes Survey.

2025 Tax Changes Could Upend Retirement and Legacy Plans, CFP Board Survey Finds

March 18, 2025

With key Tax Cuts and Jobs Act provisions set to expire on December 31, 2025, the vast majority of CERTIFIED FINANCIAL PLANNER ® professionals warn of major risks to their clients’ financial goals, according to CFP Board’ s latest research, the 2025 CFP ® Professionals Taxes Surve y.. Nearly 9 in 10 CFP ® professionals believe their clients’ financial objectives…

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