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News, trends and helpful peer advice for financial advisors.

Top Stories

December 1, 2023

Where did Social Security come from?

Social Security and Medicare may have begun with the general intent of providing welfare and assisting older adults with inadequate income, but they morphed into an entitlement not always connected to being needy.

December 1, 2023

Investors bullish on AI as a financial advisor tool

Financial advisors believe that generative AI — as it develops and matures — could be a game changer.

November 30, 2023
KKR says owning 100% of Global Atlantic will help the company hit higher profit goals.

Full acquisition of Global Atlantic driving massive growth plan at KKR

KKR’s deal to acquire the remaining 37% of Global Atlantic Financial Group is part of a larger plan to power up the investment firm’s overall earnings, executives said Wednesday.

More Stories

Before retirement, resolve credit card debt

8 hours ago

About 61% of American households have an average credit card balance of $7,486, according to NerdWallet's 2022 American Household Credit Card Debt Study. That's the largest jump in more than 20 years, according to the Federal Reserve Bank of New York. It's estimated that U.S. households will pay an average of $1,380 in credit card interest this year, according to…

Why long-term care insurance falls short for so many

December 3, 2023

For 35 years, Angela Jemmott and her five brothers paid premiums on a long-term care insurance policy for their 91- year-old mother. But the policy does not cover home health aides whose assistance allows her to stay in her Sacramento, California, bungalow, near the friends and neighbors she loves. Her family pays $4,000 a month for that.

Generative AI takes the financial services profession by storm, MDRT study shows

December 1, 2023

Interest in leveraging artificial intelligence is high, with majority of advisors using it for employee onboarding practices.

Can life insurance help provide retirement income?

December 1, 2023

If your children are grown and your mortgage is paid off, do you still need to carry life insurance? It depends on your situation, but for many people, a cash-value life insurance policy, such as whole life or universal life, can be a valuable, tax-efficient source of retirement income. And by drawing on the cash value of your policy, you might be able to tempo rarily…

December 1, 2023

Where did Social Security come from?

Social Security and Medicare may have begun with the general intent of providing welfare and assisting older adults with inadequate income, but they morphed into an entitlement not always connected to being needy.

December 1, 2023

Investors bullish on AI as a financial advisor tool

Financial advisors believe that generative AI — as it develops and matures — could be a game changer.

Next-gen financial advisors say generative AI will help – not harm – their careers

November 30, 2023

Artificial intelligence may not be the threat that some in wealth management assume it to be – at least, not according to younger financial advisors.

There’s a financial literacy gender gap – and older women are eager for education that meets their needs

November 30, 2023

Knowledge is power- especially where money is concerned. Every day, families across the U.S. have to make difficult decisions about budgeting, spending, insurance, investments, savings, retirement and on and on. When faced with these choices, financial literacy– that is, knowing how to make informed decisions about money– is key.

How business owners can plan for their eventual retirement

November 30, 2023

That's why it's important for business owners to begin thinking about how Social Security fits into their retirement planning. Social Security benefits are part of the retirement plan of almost every American worker– including business owners. Our publication, If you are self-employed, at www.ssa.gov/pubs/EN-05-10022. pdf, provides important…

Deutsche Bank was keen to land a 'whale' of a client in Trump, documents at his fraud trial show

November 30, 2023

—Deutsche Bank viewed Donald Trump as a“ whale” of a client, was eager to land him and eagerly cultivated a relationship that grew from $13,000 worth of revenue to $6 million in two years, according to documents presented Wednesday at the former president's civil fraud trial. “We are whale hunting,” then-bank managing director Rosemary Vrablic wrote colleagues in…

November 30, 2023
KKR says owning 100% of Global Atlantic will help the company hit higher profit goals.

Full acquisition of Global Atlantic driving massive growth plan at KKR

KKR’s deal to acquire the remaining 37% of Global Atlantic Financial Group is part of a larger plan to power up the investment firm’s overall earnings, executives said Wednesday.

Understanding how to give charitable gifts from IRAs

November 29, 2023

It's the season of the year when thoughts turn to charitable gifts and IRA required minimum distributions. With deference to turkeys, this is a classic case of being able to kill two birds with one stone! You know you must take an required minimum distribution before year-end from all retirement accounts, once you have reached age 73.

Savvy Senior: How a health savings account can boost your retirement savings

November 29, 2023

I'm interested in contributing to a health savings account to help boost my retirement savings but would like to better understand how they work. To qualify, you must have a health insurance policy with a deductible of at least $1,500 for an individual or $3,000 for a family in 2023. In 2024, the deductible rises to $1,600/ individual or $3,200/ family.

November 28, 2023
wellness

Wellness vs. distraction: Tips to manage your thoughts

Wellness has six dimensions and we must pay attention to all of them if we are to attain focus.

How to gain confidence in your retirement strategy: 5 areas you must address

November 28, 2023

When you stop working for a living and have to rely on your savings to fund your retirement, it can be stressful. Social Security is a cornerstone of working Americans' financial plans, so it's important to get it right. Social Security offers a reliable stream of income that you can't outlive, but you'll need to consider the best way to file and how you can max out…

Analyst who correctly predicted 8% mortgage rates has a new target

November 28, 2023

His forecast in September 2022 that 10- year Treasury yields could rise to 5%, leading to "mortgages at 8.00%" proved prescient. In October, the 10- year Treasury and mortgage rates both reached his 5% and 8% targets, causing home buying to stall. The Federal Reserve has a dual mandate to enact policies that keep inflation and unemployment low.

November 28, 2023
Image of Wall Street bull standing amid images of Congress with a large American flag in the sky.

Survey finds investors worried about 2024 election impacts

Nearly half of investors surveyed believe the 2024 elections will have a bigger impact on their retirement than market performance,

November 27, 2023

The retirement journey: Factors to consider when making a plan

Setting up a retirement plan is not as simple as putting aside a bit of extra money every month. It requires much more careful consideration of several factors.

7 steps to protect loved ones from financial fraud

November 27, 2023

With fraud increasing in complexity, frequency and deception, it's natural to be concerned for the privacy and financial security of the loved ones in your life. Here are seven steps to help protect your loved ones' financial lives:. Educate your loved ones about common types of fraud.

Death of accused scam artist leaves investors looking for millions they lost

November 22, 2023

Nov. 21— A once-prominent Buffalo businessman who was the main defendant in a multimillion-dollar securities fraud case, accused of cheating nearly 100 investors, has died. Pastor, 52, who tried a decade ago to purchase a National Hockey League franchise, "died suddenly" in his New Jersey home on March 25, prosecutors recently disclosed in a document filed in…

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  • Full acquisition of Global Atlantic driving massive growth plan at KKR
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Press Releases

  • Datos Insights Recognizes Insurity as a Dominant Provider of MGA Solutions
  • AuguStar Lifeâ„  Selects iPipeline® to Help Strengthen its Digital Transformation Journey and Improve the Agent Experience
  • AF Group Named “Automation Champion of the Year” Award Recipient at Excellence in Insurance, Sponsored by Insurity
  • Insurity’s AI Solutions Improve Policyholder Experience by Cutting Down Support Time by 75%
  • iPipeline Names Technology Industry Veteran Pat O’Donnell as New Chief Executive Officer
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