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Financial independence tops millennials’ must-reach milestones, says CFP Board
While many Gen Y members believe they’ll succeed at their life goals, a vast majority see roadblocks from expenses, debt, and lack of savings.
Advisors name the most overlooked financial issues during divorce proceedings
Clients going through a divorce rely heavily on their financial advisors at a time when their emotions are at their most heightened.
Financial fumble or touchdown for NFL Players Association?
The NFLPA has shifted its focus from union-vetted individual advisors to powerhouse financial institutions, but is it helping the players in our ‘modern-day blood sport’.
Facet forges tech tie-up to enhance estate planning
The financial planning fintech’s latest integration aims to make estate planning more accessible across the wealth spectrum.
Former rap star Vanilla Ice disses death taxes
Rather than leaving cash exposed to “vulture” lawyers, the ‘90s chart-topper prefers two estate tax planning solutions.
The Externship adds bonus experience hours from CFP Board
The virtual training program’s enhanced credit, starting in summer 2024, helps lower a key barrier for aspiring CFP certificants.
Is a college diploma still worth it? Americans are split
Survey reveals mixed views on college education, with just a fifth of adults willing to take on debt for a four-year degree.
Behavioral finance could make for better high-net-worth relationships
Addressing cognitive biases and self-sabotaging tendencies is key to better advice, says Cerulli.
New survey highlights caregivers’ retirement conundrum
With two-fifths of US adults worried long-term care costs would keep them from retiring, many are placing their hopes on AI.
Most Americans financially OK, but worries remain, finds Fed
Annual survey reveals continuing concerns on inflation, the weight of housing expenses, and new data on childcare costs.
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.
