Amazon Go validates a warning to advisors
The real threat to advisors today is not technology. It is indistinguishability.
Finseca and the International Association of Qualified Financial Planners announced their merger.
More Stories
Principal builds momentum for 2026 after a strong Q4
Principal Financial Group closed out the fourth quarter with solid performance, driven by steady revenue growth across its main business lines.
Planning for a retirement that could last to age 100
Increasing longevity should change the way people prepare for, transition to and live in retirement.
Tax filing season is a good time to open a Trump Account
Income tax filing season is in full swing and it’s a good time for parents to open a Trump Account for their children who are eligible.
Why aligning wealth and protection strategies will define 2026 planning
When Congress passed the One Big Beautiful Bill Act (OBBB) in July, it promised stability.
For millions of Americans who retired in the last five years, the transition from earning a paycheck to living off savings brings an uncomfortable reality check: many wish they did things differently.
The Information Technology Industry Council is encouraging the National Institute of Standards and Technology to provide more guidance on risk management and agentic artificial intelligence, in comments on a preliminary draft profile of the NIST cybersecurity framework focused on AI. ITI says the“ the Profile could be strengthened by addressing…
How to discuss higher deductibles without losing client trust
Higher deductibles create friction for clients, introducing uncertainty at the moments they need coverage most.
Take advantage of the exploding $800B IRA rollover market
Position yourself as a rollover expert and get in front of the “money in motion.”
Study finds more households move investable assets across firms
Why are an increasing number of households in the U.S. moving investable assets across their financial stores? A recent study takes a look.
Could workplace benefits help solve America’s long-term care gap?
Industry experts say a new trend of employers offering long-term care solutions could help bridge a coverage gap that’s edging towards a crisis.
The best way to use a tax refund? Create a holistic plan
Many Americans will be pleasantly surprised during this year’s income tax filing season – 2026 is shaping up to deliver the largest average tax refunds on record.
Snowden will succeed Kevin R. Keller, CAE, who is retiring after nearly two decades of leadership.
TIAA unveils ‘policy roadmap’ to boost retirement readiness
When it comes to retirement security and readiness, most Americans are not ready at all, according to a recent study.
2026 may bring higher volatility, slower GDP growth, experts say
The coming year will bring increased market volatility and a slowing in U.S. gross domestic product as the economy contends with a slackening labor market and the impact of tariffs.
Why affluent clients underuse advisor services and how to close the gap
Although financial advisors offer a range of services, affluent clients are focusing on just a few key services.
America’s ‘confidence recession’ in retirement
Why advisors are more important than ever in helping Americans plan for retirement.
Most Americans surveyed cut or stopped retirement savings due to the current economy
A recent study found that more than half of Americans have either stopped or reduced retirement savings due to the economic environment.
Why you should discuss insurance with HNW clients
An integral part of the financial planning process is understanding what your client needs, versus what’s a nice-to-have.
