Displaying 20 results
Amid inflation worries, Americans are ramping up their summer spending plans
New MassMutual research unpacks people’s sentiments on vacation fever, college education regrets, parents’ financial influence, and recession fears.
Why aren’t 529 savings plans more popular?
Edward Jones research highlights gaps in adoption and awareness even as three-fifths of Americans feel they’re falling short on education savings.
High school financial literacy education now mandatory in Oklahoma
State Governor Stitt signs legislation adding financial literacy education as a requirement for high school graduation.
How wide is the generation gap at family businesses?
New report shows current and next-generation leaders split on succession planning, risks, and ownership retention.
Do DC managed account programs have a PR problem?
Despite their benefits for 401(k) participants, especially financial advice, Cerulli research finds a lack of awareness is holding back broader adoption.
Americans and advisors divided on inflation, finds survey
With more widespread concern among consumers, research reveals the value of anti-inflation strategies, including annuities with guarantees.
Most Americans aren’t ready for the Boomer wealth wave
Survey exposes lack of financial confidence to handle a large windfall, with over half of Gen Y and Gen Z receiving poor advice in the past.
Is planning for age 95 longevity overkill?
With data drawing on 266 million cases, white paper suggests the rule of thumb can cause retirement plans to massively overshoot clients’ actual needs.
John Hancock inks longevity research partnership with MIT
The five-year, multimillion-dollar effort aims to produce a data-driven index to determine Americans’ readiness to live a good 100 years.
‘Health is the new wealth’
Edward Jones advisor explains why collaboration drives client success and the need to adapt to the biggest concern among retirees – poor health.
Bracing clients for higher taxes
Todd Moll, of Provenance Wealth Advisors, prepares clients for the future by ensuring his team of professionals are tightly synchronized.
What’s pushing many Americans into a debt spiral?
Survey offers insights into consumers’ struggles to manage debt, pay off student loans, and deal with credit card payments.
Advisors share tips for clients seeking to retire early
Advisors offer suggestions for clients interested in getting a jump on their golden years.
Breaking the $90K college barrier
University costs are eye-watering for parents, but the new stratospheric prices offer advisors an opportunity to provide real value to clients and their families.
Family, prudence shape Asian Americans’ financial habits
Fidelity research reveals multigenerational focus and hands-on stance on finances among Asian Americans and Pacific Islanders.
How ex-Amazon employee grew his tech client base
A shared language and data-driven, iterative approach has enabled advisor to foster long-term relationships in his niche.
How much are parents willing to cover for their kids’ college?
Northwestern Mutual poll reveals their expectations around splitting education costs, as well as Americans’ broader financial preparedness.
For retirement-age investors, it’s about keeping their nest eggs safe
Survey of pre-retirees and retirees reveals a major focus on capital protection, with a strong preference for stability and guaranteed income.
Seven-tenths of aspiring homeowners are waiting for the Fed’s cue, says BMO
Poll of US adults finds nearly a third dipping into 401(k) retirement plans as cost-of-living concerns and other stressors pile up.
Celebrity, charity, diversity: Insights from a ‘financial architect’
Angeles Wealth’s Rick Nott shares his career journey working with wealth.
