1+ day, 23+ hour ago   (592+ words) Seven in ten wealthy Americans say their financial advisor has never asked to manage a larger share of their assets despite 95% of advisors saying they actively try to consolidate client assets. SEI Investments Company surveyed 518 financial advisors and 302 high-net-worth investors…...

1+ day, 14+ hour ago   (544+ words) For many people among America's widowed population, being financially confident and financially lonely may actually go hand in hand, according to survey data from Ameriprise Financial. While roughly nine in 10 widowed adults (89%) say they feel confident managing money on their…...

2+ day, 15+ hour ago   (433+ words) More than half of Gen Z investors have seriously considered switching financial advisors in rates that show less advisor loyalty than other generations, according to a new survey from Betterment Advisor Solutions. While 53% of Gen Z investors have considered the…...

2+ day, 23+ hour ago   (581+ words) Most American families have never sat down to discuss life insurance and the assumptions filling that silence are quietly undermining the financial strategies advisors work hard to build. That is the central finding of Lincoln Financial's Consumer Sentiment Tracker, based…...

3+ day, 19+ hour ago   (499+ words) Edelman Financial Engines is doubling down on its retirement planing focus with a new program for small and mid-sized employers are ready to outsource the fiduciary burden of being a plan sponsor. On Wednesday, the firm unveiled a new integrated…...

3+ day, 20+ hour ago   (393+ words) Amplified Planning, the financial-planning education company founded by Hannah Moore, has launched a new specialized course aimed at helping financial planners work more effectively with women clients. The course, built on the well-supported premise that the industry's technical training has…...

4+ day, 15+ hour ago   (677+ words) Total U.S. annuity sales rose 2% year over year to $121.2 billion in the second quarter of 2026, marking the 11th consecutive quarter that sales have topped $100 billion, according to final results released this week by LIMRA. That helped push year-to-date sales to $228.7 billion through…...

4+ day, 17+ hour ago   (660+ words) As students return to campus this fall, many are entering a new phase of financial independence. While families often focus on the cost of higher education, the transition to college creates a valuable opportunity for financial advisors to expand conversations…...

5+ day ago   (884+ words) As an estimated $84 trillion in assets changes hands across generations over the coming decades, the wealth management industry has largely focused on the financial mechanics of transfer - trusts, tax strategies, and succession structures. Eric Becker, Founder and Co-Chairman of Cresset,…...

1+ week, 1+ day ago   (312+ words) When I meet with younger clients today, I am seeing a shift I did not expect a decade ago. It is not just that digital natives have better tools for tracking markets or doing their own research. It is that…...