New research exposes a wide gap in how affluent parents and their adult children understand and prepare for the transfer of family wealth.
A new AIC report finds a 13.2% median annualized return over 10 years, outpacing public equities, real estate, and fixed income.
Most Americans entering retirement lack a realistic picture of what health care will actually cost them and advisors may be their last line of defense.
New H&W data reveals $102.4 trillion in household investable assets, with taxable accounts outpacing retirement savings growth.
Betterment’s Devon Klumb built and sold an RIA - now he’s telling advisors what he wished he’d known sooner.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
