The SEC’s new rule allows advisors to use electronic delivery to meet federal information disclosure requirements.
This is despite 58% of nonretirees saying they’re confident they’ll have enough money to retire from their primary career on schedule.
The latest 2026 Planning & Progress Financial Independence Study from Northwestern Mutual shows just how exposed many Americans are feeling.
The SEC’s new rule allows advisors to use electronic delivery to meet federal information disclosure requirements.
This is despite 58% of nonretirees saying they’re confident they’ll have enough money to retire from their primary career on schedule.
A report shows a 54-year-old couple retiring in eight years receiving average Social Security benefits could lose more than $160,000 over their lifetime and a high-income couple receiving maximum benefits as much as $500,000.
The latest 2026 Planning & Progress Financial Independence Study from Northwestern Mutual shows just how exposed many Americans are feeling.
By understanding behavioral drivers, individuals can create strategies to strengthen their financial health and align with long-term goals.
What often drives someone to meet with a financial advisor is a desire to protect what is most important to them.
As the cost of living – and the cost of dating – continue to rise, six in 10 Americans (60%) say poor money habits are “a dealbreaker” in a new relationship.
Alternative investments — historically the domain of high-net-worth and institutional investors — are quickly garnering attention in the defined contribution retirement plan market.
Americans still believe they can achieve financial success, but the definition of success is changing.
More retirees are warming up to the idea of partial annuitization to assure a guaranteed lifetime income, experts say.
Although more than $54 trillion in wealth is expected to transfer to widows by 2048, many women still face financial insecurity after their spouse dies.
A gambling tax hike in the Netherlands has fallen well short of its projected revenue target, according to a recent analysis by iGaming Business. For bettors in Pennsylvania and across the U.S., the Dutch shortfall is worth watching. What happened in the Netherlands.
Caregiving is the defining workplace issue of our time, costing employers billions of dollars in lost productivity every year. One in four American adults is a caregiver, and caregiving has a ripple effect on their financial situation.
Advisory boards help your firm connect with other financial professionals, obtain client feedback and build your company brand.
The Securities and Exchange Commission is closing in on an agreement with prominent social media influencer Taino “Tai” Lopez in a civil enforcement fraud case.
The number everyone optimizes — your gross monthly benefit — isn’t the number that lands in your bank account.
The Bipartisan Social Security Commission Act of 2026 would create a 13-member commission on long-term Social Security solvency.
Cognitive decline can undermine a client’s retirement plan, and advisors must not be afraid to discuss that risk
Hedge funds don’t make sense for a lot of clients, but for high-net-worth individuals, can be an important part of a financial plan.
Just one in four middle-class households identified having enough savings to retire at their desired age and lifestyle, a new ACLI survey finds.
