Americans who have both young children and aging parents are struggling to stay on track toward retirement and long-term financial goals, according to the 2025 Annual Retirement Study* from the Allianz Center for the Future of Retirement, part of Allianz Life Insurance Company of North America (Allianz Life).| ADVISOR Magazine
With more than $120 trillion set to be inherited over the next 25 years, advisors will face the dual challenge of helping clients set up estate plans while looking to retain the business of their next of kin.| ADVISOR Magazine
While nearly 7 in 10 employees (68%) remain optimistic about their financial future over the next three years, many are seeking advice around both long-term savings and managing their personal finances today.| ADVISOR Magazine
Contrary to popular belief that Millennials and Generation Z employees are constantly switching jobs, new research from the National Institute on Retirement Security (NIRS) finds that younger workers today show job retention patterns that closely mirror previous generations at the same stage of their careers.| ADVISOR Magazine
Amid widespread economic uncertainty, employees at US corporations have reason to breathe a small sigh of relief. A new study projects next year's pay raise budgets to be on par with 2025.| ADVISOR Magazine
LIMRA and LOMA announced today that the Alliance for Lifetime Income is now under LIMRA and LOMA management, following the completion of its transaction.| ADVISOR Magazine
Young adults are entering their prime working years and reaching major life milestones — buying a house, marriage and parenthood — making them ideal candidates for life insurance.| ADVISOR Magazine
Each day, more than 11,000 Americans turn 65, and a majority (56%) of them will need some level of long-term care (LTC) services within their lifetime, according to the Department of Health and Human Services (HHS).| ADVISOR Magazine
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
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
Retirement is being quietly replaced by a new rhythm. HSBC’s Quality of Life: Affluent Investor Snapshot report, which surveyed more than 10,000 affluent adults in 12 markets around the world, reveals people are taking multiple intentional pauses from their career, to realign or reinvent themselves in breaks called “multi retirements."| Life & Health Advisor
More than three-quarters of financial advisors (78%) surveyed at LPL Financial LLC’s flagship annual conference are already leveraging or plan to use AI tools to create capacity in their businesses this year.| Life & Health Advisor
Contrary to popular belief that Millennials and Generation Z employees are constantly switching jobs, new research from the National Institute on Retirement Security (NIRS) finds that younger workers today show job retention patterns that closely mirror previous generations at the same stage of their careers.| 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
Research consistently shows that employee benefits are a crucial tool for business owners to attract and retain talent. In fact, more than 75% of business owners report that benefits improve recruitment and retention.| Life & Health Advisor
A new survey by Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, reveals that independent registered investment advisors (RIAs) are reallocating client assets outside the US as confidence in domestic markets wanes.| 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
Retirement is being quietly replaced by a new rhythm. HSBC’s Quality of Life: Affluent Investor Snapshot report, which surveyed more than 10,000 affluent adults in 12 markets around the world, reveals people are taking multiple intentional pauses from their career, to realign or reinvent themselves in breaks called “multi retirements."| 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
Even as high-level financial buzzwords like ‘carbon border adjustment’, ‘blue bonds’, and ‘net zero’ dominate headlines ahead of COP30, ordinary individuals still struggle to understand basic financial terms like ‘equity’, ‘APR’, and ‘GDP’.| Life & Health Advisor