Business leaders chasing AI-driven efficiency often overlook how AI can impact the people who matter most: their customers, according to new research conducted by WSJ Intelligence and Code and Theory, a Stagwell (NASDAQ: STGW) agency.| Life & Health Advisor
In a year of policy uncertainty, business owners finally have something they can build on. This year, general uncertainty due to policy unpredictability is shaping how these owners are viewing the growth of their business.| ADVISOR Magazine
ParentsTogether unveiled findings from a groundbreaking national survey of more than 1,000 U.S. students in grades 6–12, released following a panel with student leaders at the National Press Club.| ADVISOR Magazine
A new ResumeTemplates.com survey of 1,249 U.S. business leaders reveals that companies are increasingly taking action against employees for political speech online, especially following recent events related to Charlie Kirk.| ADVISOR Magazine
Amid the great wealth transfer, The Guardian Life Insurance Company of America® (Guardian) has found that those who are expected to inherit the most are among the least prepared.| ADVISOR Magazine
Q Life Settlements announced today its support in amplifying the message of life settlements as a vital financial planning tool, aligning with the upcoming Life Insurance Settlement Association (LISA) Conference this October in New York.| ADVISOR Magazine
AARP has named the winners of the 2026 AARP® Purpose Prize® award, honoring nonprofit founders age 50 or older who are driving meaningful change.| ADVISOR Magazine
Diverse-owned private equity firms once again outperformed industry benchmarks WASHINGTON, Oct. 2, 2025 /PRNewswire/ — The National Association of Investment Companies (NAIC), the largest network of diverse and women-owned alternative investment firms, today announced the release of its biennial performance study, Affirming the Returns 2025: Further Evidence of Diverse-Owned Private Equity Firm Outperformance. The report […]| ADVISOR Magazine
Following last week's first interest rate cut in 2025, chief investment officers (CIOs) from American Century Investments, whose experts expect market behavior and investment strategies will be shaped by several emerging themes...| ADVISOR Magazine
Business leaders chasing AI-driven efficiency often overlook how AI can impact the people who matter most: their customers, according to new research conducted by WSJ Intelligence and Code and Theory, a Stagwell (NASDAQ: STGW) agency.| Life & Health Advisor
Certification for Long-Term Care (CLTC) unveiled findings from its "Creating a Path Forward" study at an annual Leadership Summit highlighting differences in the caregiving journey for families depending on whether their loved ones have long-term care insurance (LTCi).| Life & Health Advisor
Certification for Long-Term Care (CLTC) unveiled findings from its "Creating a Path Forward" study at an annual Leadership Summit highlighting differences in the caregiving journey for families depending on whether their loved ones have long-term care insurance (LTCi).| Life & Health Advisor
After putting in decades of hard work, we naturally expect to have financial security in our golden years. But not all Americans can look forward to a relaxing retirement.| Life & Health Advisor
Home values fell in half of the nation's largest markets over the past year, according to the latest market report1 from Zillow®.| Life & Health Advisor
EVERFI® and the MassMutual Foundation have announced findings from the third and final year of a three-year, longitudinal study of financial capability among adolescents.| Life & Health Advisor
Top factors influencing decisions on whether to have children include financial stability and finding the right partner Nearly nine-in-ten find balancing the emotional and financial demands of parenthood challenging, according to The latest BMO Real Financial Progress Index. TORONTO, Aug. 13, 2025 /CNW/ – The latest BMO Real Financial Progress Index reveals seven-in-ten Gen Z (70%) and Millennials (69%) want to […]| Life & Health Advisor
Institutional investors and wealth managers want to see more publicly listed companies holding Bitcoin as a reserve asset on their balance sheets, according to new global research (1) by London-based Nickel Digital Asset Management (Nickel), Europe’s leading digital assets hedge fund manager founded by alumni of Bankers Trust, Goldman Sachs and JPMorgan.| Life & Health Advisor
Corebridge Financial has announced the launch of Power Select AICOSM, a new index annuity that expands the strong partnership between Corebridge and Market Synergy Group (MSG), one of the nation’s largest networks of independent marketing organizations.| Life & Health Advisor
Homebuyers need to earn $112,131 per year to afford the $447,035 median priced U.S. home, little changed (+0.5%) from a year ago.| Life & Health Advisor
Many defined contribution (DC) plans remain unconvinced that members are on track for sufficient income in retirement and expect the time frame to reverse this to take decades, according to new research by leading global advisory, broking and solutions company WTW’s (NASDAQ: WTW) Thinking Ahead Institute.| Life & Health Advisor
Nearly half of Gen Zers (45%) lack a good understanding of the factors that affect their credit score, with roughly 1 in 5 (18%) having never checked their credit score at all, according to a new USAA report, Gen Z and the Path to a Perfect Credit Score.| Life & Health Advisor
As interest in Total Portfolio Approach (TPA) continues to accelerate across the investment industry, the Chartered Alternative Investment Analyst (CAIA) Association is advancing the conversation today by releasing a new report that details how investors can transition their organizations from strategic asset allocation to TPA.| Life & Health Advisor
ParentsTogether unveiled findings from a groundbreaking national survey of more than 1,000 U.S. students in grades 6–12, released following a panel with student leaders at the National Press Club.| Life & Health Advisor
As interest in Total Portfolio Approach (TPA) continues to accelerate across the investment industry, the Chartered Alternative Investment Analyst (CAIA) Association is advancing the conversation today by releasing a new report that details how investors can transition their organizations from strategic asset allocation to TPA.| Life & Health Advisor
Fidelity Investments® shared its 24th annual Retiree Health Care Cost Estimate, revealing that a 65-year-old retiring in 2025 can expect to spend an average of $172,500 in health care and medical expenses throughout retirement.| Life & Health Advisor
Pre-retiree investors (aged 55-65) are at the doorstep of retirement, yet the state of the economy is making them question whether retirement is even in their future.| Life & Health Advisor
Almost seven in 10 Americans (69%) are expecting Social Security as a source of retirement income, and 32% expect it will be their primary source of retirement income, according to Social Security Turns 90: The Cornerstone of Retirement Income, a survey-based research report released today by nonprofit Transamerica Center for Retirement Studies® (TCRS) in collaboration with Transamerica Institute®.| Life & Health Advisor
There’s a quiet wave swelling off the American coastline. You won’t hear the thunder of it on the evening news or see it trending on TikTok. But it’s coming. It’s already here. And it has the power to overwhelm our healthcare systems, drain our economic infrastructure, and leave millions of Americans gasping for care.| Life & Health Advisor
As interest in Total Portfolio Approach (TPA) continues to accelerate across the investment industry, the Chartered Alternative Investment Analyst (CAIA) Association is advancing the conversation today by releasing a new report that details how investors can transition their organizations from strategic asset allocation to TPA.| Life & Health Advisor
A new SecureSave survey uncovered that financial stress has reached near-universal levels among American workers, with 97% reporting financial strain and 71% feeling moderate to extreme stress, according to a new national survey.| Life & Health Advisor
In a year of policy uncertainty, business owners finally have something they can build on. This year, general uncertainty due to policy unpredictability is shaping how these owners are viewing the growth of their business.| Life & Health Advisor