Advisor News

Joel Barjenbruch is a firm believer in the pursuit of knowledge and being a lifetime student, and he finds it crucial to leverage his studious mind in aiding his community.

Many pre-retiree surveyed say they no longer subscribe to traditional retirement norms and strategies, such as the 4% Rule.

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025.

The great wealth transfer is reshaping the financial landscape as trillions of dollars will change hands over the next 23 years.

Many investors today are looking beyond the typical mix of stocks, bonds and mutual funds.

Financial planners are significantly increasing their use of alternative investments, amid ongoing economic uncertainty.

By a wide margin, most Americans today continue to trust financial advisors with their money management over artificial intelligence tools alone.

The increasing complexity of wealth transfer makes collaboration less of an option and more of a necessity.

A rising number of workers who are saving in 401(k) plans say it is important for their retirement plans to provide life-time income options.

Reverse mortgages—specifically the Home Equity Conversion Mortgage (HECM)—have matured significantly over the last 20 years.

Optimism might be the real key to retirement readiness, especially for Generation Z.

The American Council of Life Insurers released its July 2025 Financial Resilience Index measuring middle-class households’ ability to manage financial challenges and plan for a stable future.

Americans are becoming more careful – and insecure – about their financial planning as the economy seems to become less stable.

A mild slowdown in economic growth, a pullback in consumer spending and uncertainty over the impact of tariffs will impact the U.S. economy in the second half of 2025.

Gen Z investors are exhibiting unexpected spending behaviors and digital strategies to navigate their financial challenges.