Advisor News

RSS

News, trends and helpful peer advice for financial advisors.

More Stories

Image shows a graphic of a man with a world map scene in the background
U.S. equities have dominated global markets in recent years.

Over the past decade, U.S. equities have dominated global markets leading investors to wonder whether international stocks still have a place in a diversified portfolio.

A new research report, “2025 Retirement Confidence Survey: A Closer Look at Black Americans,” published by the Employee Benefit Research Institute and Greenwald Research, found that Black Americans, on average, report higher incidences of lower incomes and assets coupled with higher likelihoods of problematic debt.
Healthcare and insurance online, Health planning in retirement concept, Businesswomen check health insurance documents, Long-term options plan, All time, Hospital, Compensation, Medical expenses

The missing link in long-term care planning isn’t only about products or strategies, it’s about people’s mindsets.

More Americans say that they are too nervous to invest right now and are worried about their retirement savings more than they have in the last six years as extreme market volatility ripples through the economy, according to the 2025 Q2 Quarterly Market Perceptions Study from Allianz Life.

Registered investment advisors are feeling better about inflation, according to the latest RIA Economic Outlook Index released by Security Benefit in partnership with Greenwald Research.
Group of robots are working in a large room with 3d interfaces. CFP Board convenes AI Working Group.

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.

Jim Banks, R- Indiana, issued the following news release:. WASHINGTON, D.C.- Today, Senator Jim Banks introduced the Protecting Americans' Retirement Savings Act. The bill prohibits ERISA-covered retirement plans from investing in companies based in foreign adversary countries, including China, Russia, North Korea, and Iran.
Image shows a man and a pile of money
Solutions like long-term care insurance, retirement investments and life insurance can all help mitigate risks from medical costs in retirement.

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

America's debt-addicted government just lost its triple-A credit rating from Moody's, as it previously had from fellow rating agencies S&P and Fitch. Many in Washington shrugged the move off as minor or as unfair treatment of the Trump administration. The reckoning comes as House Republicans push to extend the 2017 Trump tax cuts with a "big, beautiful bill."

Nationwide Retirement Solutions has launched Nationwide RetireAssist, an advisor-friendly, multi-product solution designed to meet the unique retirement plan needs of generalist and specialist advisors, as well as their clients.