Devenir finds 52% of HSA assets are now invested, reshaping how clients can plan for retirement health care costs.

A Nationwide survey finds 47% of GLP-1 users have never discussed the drugs’ financial impact with an advisor, even as many dip into savings.

Gallagher data reveals a huge gap in financial confidence between employees who work with an advisor and those who don't.

PEP assets hit $34bn at year-end 2025 as advisors navigate mandate deadlines and a 48% employer interest rate.

Discover the best books for financial advisors and RIAs in the US, from practice growth to client communication

Discover the best books on how to be a financial advisor, from foundational investing classics to practice management and compliance guides

Discover the best REITs for US advisors and RIAs, with 10 REIT ideas to help build income-focused, diversified client portfolios today

This guide provides a practical breakdown of Common Stocks and Uncommon Profits for advisors and RIAs managing long-term equity portfolios

Learn what the SEC Marketing Rule expects from advisor marketing, from performance and testimonials to ratings, and how recent SEC cases translate into steps for your firm

Investing in stocks is getting harder to explain to clients who read headlines but don’t see the full picture. This article shows how to position equities in a high-noise market, balance risk and taxes, and turn volatile periods into opportunities.