Displaying 18 results
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.
‘Magic number’ of $1.5M for retirement? Advisors say no
Setting goals as a percentage of income is smarter, as a big-figure target may not be reliable and can discourage people, advisors said.
Financial insecurity among Americans hits new high
With inflation leading their concerns, survey finds two-fifths of respondents are playing defense in their savings and investments.
Former Northwestern Mutual advisor launches own RIA
California-based Greykasell Wealth Strategies provides planning services to high-net-worth individuals, families, and business owners.
Cambridge, Lincoln among firms hit by SEC’s $81M fine blitz
Text messaging issues at broker-dealers and RIAs could have been avoided with some regulatory guidance, compliance expert says.
New leader for Northwestern Mutual advisors amid CEO succession plans
John Roberts becomes executive vice president and chief distribution officer as Tim Gerend is promoted to president.
Gen Z is smashing the taboo of talking to their parents about money matters
Northwestern Mutual study finds young Americans are having financial talks earlier.
Park Avenue Capital announces new president, COO
$2.1B firm is part of Northwestern Mutual's Private Client Group.
An unexpected place to find life’s fulfillment: Talking to an advisor
People who work with an advisor have significantly higher levels of confidence across a range of areas, and those areas extend beyond the financial realm.
Millions of women are facing retirement disaster, according to new report
Those closest to retirement are among the least prepared.
Why millionaires value their advisors for their long-term financial planning
But for those without a plan, running out of retirement savings is concerning.
Take off, TikTok! Advisors still Americans’ top source for financial advice
Millennials in a Northwestern Mutual study say they turn to flesh-and-blood financial advisors for guidance over all other sources.
Americans say they need $1.27 million to retire comfortably, survey shows
On average, American adults have saved $89,300 for retirement, up 3% from 2022, Northwestern Mutual’s 2023 Planning & Progress Study shows.
5 ways for financial advisors to further their careers in 2023
Set aside time to take stock and focus your sights on what you want to achieve in the months ahead.
A prescription for advisers seeking to heal doctors with retirement woes
Doctors invest significant time and money into their careers upfront, which means starting out with a huge debt load. Meanwhile, their earnings don’t reach full potential until much later in life.
Gen Zers aiming to retire earlier than boomers, study shows
More than any other generation surveyed, members of Gen Z improved their financial habits during the pandemic, with 70% reporting higher savings over that time period.
Northwestern team switches to Raymond James
The group at Sovereign Wealth Strategies Group manages $200 million in Colorado Springs, Colorado.
Northwestern Mutual survey shows majority of Americans not getting financial advice
Even among those who are, almost half say their advisers don't feel like long-term partners.
