Advisor News

RSS

News, trends and helpful peer advice for financial advisors.

More Stories

While market volatility and inflation often dominate retirement planning discussions, new research from the LIMRA Retirement Income Institute finds that age‑related cognitive decline may pose an equally serious threat to retirement security.
Fewer of Americans say they feel confident they have enough money to live comfortably throughout retirement.

own from last year, 64% of Americans say they feel confident they have enough money to live comfortably throughout retirement, as financial strain, rising costs and growing concern about the future of Social Security and Medicare continue to weigh on workers and retirees alike, according to the 2026 Retirement Confidence Survey.
Image shows a man with pieces of paper in both hands and question marks above his head.
Thirty-seven percent of Americans say they use a financial professional to learn about money.

Only 40% of Americans are extremely or very confident in their ability to make and execute financial decisions, according to a Corebridge Financial survey.

—President Donald Trump is betting that the tax cuts he signed into law last year will resonate with voters in Las Vegas, where he highlighted his tax breaks for tipped workers in an appeal targeted at this year's midterm elections. The president recalled in his remarks how a woman in Las Vegas gave him the idea to make tips tax-free, a move that he said is now helping“…

Prudential Financial announced new global research conducted by the Global Aging Institute showing that while retirement savings have grown in many countries, most systems still leave individuals on their own to manage the risk of outspending or outliving their savings.

The “magic number” Americans believe they need to save for a comfortable retirement climbed to $1.46 million in 2026 – $200,000 more than last year and in line with 2024 estimates.

Equitable announced the introduction of the Equitable Retirement Access ERISA 403(b) pooled employer plan, a new offering designed to help nonprofit organizations offer a scalable, cost‑efficient way to provide their employees with retirement plan benefits.

Although 83% of Americans say they’re comfortable in talking about money with at least one person, most of them are silent when it comes to admitting financial struggles to others who are close to them, including family, friends and coworkers.

As the first wave of Generation X approaches retirement, many consumers are confronting a difficult transition: after decades focused on growing assets, they now must convert those savings into reliable income, often without the pension safety nets previous generations often relied on.