Advisor News

RSS

News, trends and helpful peer advice for financial advisors.

Top Stories

A retirement plan is incomplete without integrating long-term care into it. (AI-generated image)

Most retirement plans are built for market risk. Very few are built for life risk. That is why so many of them fail.
Image shows a family around the dinner table
Many advisors are encouraging a family-centric approach to financial planning. (AI-generated image)

A growing number of advisors are adopting a family-centric approach to financial planning. The results can be very fruitful.

More Stories

A retirement plan is incomplete without integrating long-term care into it. (AI-generated image)

Most retirement plans are built for market risk. Very few are built for life risk. That is why so many of them fail.
Image shows a family around the dinner table
Many advisors are encouraging a family-centric approach to financial planning. (AI-generated image)

A growing number of advisors are adopting a family-centric approach to financial planning. The results can be very fruitful.
Advisors must help family members communicate about matters such as life insurance coverage. (AI-generated image)

Across key areas of retirement and protection planning, families are making assumptions instead of having conversations.
Image shows a concerned couple
A new LIMRA study found that 88% of pre-retirees have thought about how they will generate income in retirement. (AI-generated image)

Nearly six in 10 pre-retirees consider themselves well prepared for retirement, while about four in 10 do not, new LIMRA research finds.

Maybe you’ ve seen Republican Senate nominee Ashley Hinson’ s TV ad. “Ashley Hinson is working to eliminate the death tax, so I don’ t have to sell our home in Aspen or our French vineyard. Considering an estate inherited by a couple has to be worth more than $30 million, or $15 million for an individual, to trigger any inheritance tax, the spawn of a top hedge fund manager is…
Image shows a man pointing a couple towards a golden path.
With all the economic uncertainty, it’s more important than ever for advisors and their clients to assess where they stand with their retirement goals. (AI-generated image)

Security Benefit found that 76% of advisors consider geopolitical instability the most difficult risk to plan for.

Inflation and market volatility have created one of the most complex financial environments in recent memory, causing more than three in four (77%) non-retired investors to be concerned about a U.S. economic recession over the next 12 months.

Transamerica and Advo(k)ate Advisors announced the launch of the Advo(k)ate Nexus Pooled Employer Plan, a modern retirement solution designed to simplify plan administration for employers of all sizes while elevating the participant experience.
Top advisors share reasons why women are reluctant to invest (AI-generated image)

Advisors share some of the barriers women face, and a few steps that can help remove these barriers and empower more women to invest.
Image shows a woman running a cash register
Thirty-five percent of nonretirees feel behind their peers in retirement planning. (This image was created with AI)

This is despite 58% of nonretirees saying they’re confident they’ll have enough money to retire from their primary career on schedule.
Image shows a man facing a storm of bills
Over half (53%) of millennials and one-third (33%) of Gen X still feel financially dependent on their parents, new data shows. (This image was created with AI)

The latest 2026 Planning & Progress Financial Independence Study from Northwestern Mutual shows just how exposed many Americans are feeling.
Image shows a couple meeting with an advisor
Engaging with the next generation of clients, specifically Generation Z often requires a fresh perspective. (This image was created with AI)

What often drives someone to meet with a financial advisor is a desire to protect what is most important to them.

Alternative investments — historically the domain of high-net-worth and institutional investors — are quickly garnering attention in the defined contribution retirement plan market.