A Nationwide survey finds 47% of GLP-1 users have never discussed the drugs’ financial impact with an advisor, even as many dip into savings.
"Most pre-retirees are uncomfortable making key retirement income decisions without an advisor's help," said Chris Bailey of Cerulli.
Advisors say record balances aren't a retirement income plan and urge clients to benchmark their lives, not an index
Eight in 10 pre-retirees say the US retirement system wasn't built for them and most still haven't planned how to make their money last.
Just over 10% of advisors' wealth clients come from defined contribution plans, as capacity, data and technology gaps block the bridge to wealth
Deal creates a $20B-plus custody platform for private market investing in IRAs, months after Schwab closed its Forge Global purchase
Gallagher data reveals a huge gap in financial confidence between employees who work with an advisor and those who don't.
PEP assets hit $34bn at year-end 2025 as advisors navigate mandate deadlines and a 48% employer interest rate.
Most Americans want to age at home but few have a financial plan to pay for it, according to new research.
Halbert Hargrove senior wealth advisor weighs in on the products' guaranteed income upside, the operational drag and his wish list for carriers.
Longer retirements and steady inflation could drain retiree portfolios before heirs inherit, with 4% net returns running dry by year 34.
“People aren't effectively using their wealth in retirement,” said David Blanchett of Prudential.
TIAA survey finds 53% of Americans worry about running out of money, as AI and medical advances scramble retirement income planning.
Guardian's Nancy DeRusso tells InvestmentNews how advisors can help close the 'longevity gap'.
Goldman Sachs retirement survey finds 83% want guaranteed income, while the annuities providing that income increasingly hold private credit.
These challenges are “changing the economics we see retirement savers face,” said Christopher Ceder of Goldman Sachs Asset Management
Parents must still act to get the $1,000 federal seed and employer contributions, giving financial advisors a role in the rollout.
A state-by-state Medicaid report card, federal cuts starting in January and a home-equity cap due in 2028 are pushing a program most affluent families ignore into the planning conversation.
"I know the number that I want to be able to retire on, and now I just want out," says Wilmington Trust's Marguerite Weese, describing a common refrain among business-owner clients.
Tool is designed for advisors who can't (or don’t want to) manage them directly
