It’s no surprise that money remains a major source of stress for many Americans. From rising living expenses to uncertainty about retirement, financial anxiety continues to weigh heavily on households — and it’s not just about what’s happening today, but […]
Inflation Still Tops Americans’ Financial Concerns, But New Worries Are Emerging Read More »
Self-guided, DIY approaches to investing are more popular than ever, spurred on by the rise in stock screeners, trading platforms, AI, and investing data sites. But according to a new survey, 27% of them are likely to use a (human)
27% Of DIY Investors Want A Financial Advisor In The Next 12 Months Read More »
Recent Internal Revenue Service data reveals that tax refunds are substantially larger this year, even though fewer Americans are filing early returns. According to a Detroit Free Press report, this shift presents a valuable opportunity for tax professionals to guide
Average Tax Refunds Increase In 2025 Despite Fewer Early Filers Read More »
Recent surveys from Nationwide and Fidelity Investments reveal the financial regrets and resolutions that Americans are taking with them into 2025. The data points to significant gaps in financial planning that should reshape how financial advisors approach client relationships in
Americans Regret Retirement Prep As Advisors Rethink 2025 Strategies Read More »
The advisory landscape is undergoing a fundamental transformation that demands immediate action from financial advisors. While firms like Creative Planning have achieved remarkable $16 billion valuations, traditional business models face mounting challenges that require strategic adaptation, Financial Advisor Magazine argues
Set Your Advisory Business Up For Success In 2025 Read More »
Recent findings from Barnum Financial Group, as reported by Investment News, show a critical insight for financial advisors: 60% of adults would buy more financial products if only they understood them better, with this figure rising to 72% among young
How To Bridge The Financial Product Knowledge Gap, Drive Business Read More »
As your clients inevitably ask about portfolio positioning for Trump’s second term, new insights from the Charles Schwab Impact 2024 conference offer crucial talking points for managing expectations and avoiding common investment pitfalls, InvestmentNews reports. “Be really careful about extrapolation
Why Trump-Era Investment Planning Will Be Different Than Expected Read More »
As the U.S. retirement market faces unprecedented challenges and opportunities, financial advisors must adapt their approach to better serve clients. Recent data from ISS Market Intelligence, as reported by Planadviser, reveals several critical areas where advisors need to enhance their
Advisors Need To Step Up To Help Americans Save For Retirement Read More »
The 2024 election victory of former President Donald Trump, coupled with Republicans retaking the Senate and possibly retaining the House of Representatives, has put the spotlight on what this means for tax policy. Tax experts agree a likely result is
What Trump’s Victory Could Mean For The 2017 Tax Cuts Read More »
A recent survey by Naxtisis Investment Managers reveals that financial advisors worldwide are concerned about retaining clients and assets during the impending “Great Wealth Transfer.” This massive transfer of over $84 trillion in assets over the next two decades is
‘Great Wealth Transfer’ Poses Both Risks And Opportunities For Financial Advisors Read More »
