Advisor News

—President Donald Trump heads to Las Vegas on Thursday to promote the tax cuts he signed into law last year to try to highlight what Republicans see as an economic strength ahead of this year’ s elections. Workers who earn tips and overtime are seeing bigger returns this tax season, but those savings and others resulting from the“ One Big Beautiful Bill Act” that…

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.

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.

While financial and retirement planning discussions have long focused on market volatility, inflation, and economic downturns, new research shows Americans are far more concerned about the financial impact of health-related risks in retirement.

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.

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

Logo of the Private Equity Stakeholder Project. "–Jim Baker, PESP executive director WASHINGTON, DC, UNITED STATES, March 31, 2026/ EINPresswire.com/– Today the Trump White House proposed a rule expanding private equity and private credit firms' access to 401 retirement plans. In practice, that could make it harder for workers to challenge risky or illiquid…

The measure, announced by the U.S. Department of Labor, is intended to ease longstanding barriers to incorporating these less liquid and less transparent assets into American retirement plans. It follows an executive order from President Donald Trump last summer and could clear the way for alternative asset management firms to tap a large new source of…

Kim Reynolds on Thursday signed into law a measure temporarily increasing taxes on certain private health insurers to help close a growing Medicaid budget shortfall, setting up a debate over whether the move will stabilize care or drive up costs for Iowans. The legislation, House File 2739, raises the tax on health maintenance organizations from about 0.9%…