Advisor News

While most first-generation advisors are unprepared to make the succession handoff, next-gen advisors are growing frustrated enough to leave.

In the world of life insurance, guarantees have reigned supreme. But new research suggests flexibility also may be highly valued.

Moms who work in the advisory profession say they are fulfilled in their careers, with 9 out of 10 saying they are highly satisfied in their chosen careers.

The CFP Board has convened an AI Working Group to explore how artificial intelligence is transforming the financial planning ecosystem and to define the evolving role of human expertise in the future.

A nearly overlooked feature in President Trump’s “One Big Beautiful Bill” would provide a $1,000 investment account for American babies.

Solutions like long-term care insurance, retirement investments and life insurance can all help mitigate risks from medical costs in retirement.

Retirement is a significant emotional transition that many clients “simply aren’t emotionally prepared for,” according to the FPA.

With today’s wealth management space becoming increasingly commoditized, broker-dealers need smart ways to grow and protect their business.

The sweeping federal budget legislation dubbed the “big, beautiful bill” by its backers is sparking sharp debate over its potential impact.

This Medicare surcharge functions effectively as a stealth tax that can dramatically increase health care costs for higher-income retirees.

Despite concerns about AI “replacing” humans, a recent study found most insurance companies plan to increase staff hiring over the next year.

This change in Social Security regulations will impact clients who will see their benefits increase.

of 25 and 39 is “highly important” or “critical.”

Americans are so concerned about the cost of living that they don’t want to live to be 100 years old, a new study finds.

Rather than viewing AI as a threat, financial advisors should see it as a powerful tool that can enhance capabilities and free up time for more strategic, creative, and client-focused tasks.

As a record number of baby boomers retire, the convergence of market instability and geopolitical uncertainty is reshaping retirement.

The movement to fee-based services is being driven by a move from commissions to asset-based fees among wirehouse and broker/dealer channels.

When evaluating different risk management options, insurance riders that offer additional benefits have become increasingly popular.

We often read about consumers’ need for long-term care,  but what do consumers think about the need for such protection?

The majority of young Americans are placing too much emphasis on building wealth without dedicating enough to protecting those assets.