2+ day, 4+ hour ago   (592+ words) Seven in ten wealthy Americans say their financial advisor has never asked to manage a larger share of their assets despite 95% of advisors saying they actively try to consolidate client assets. SEI Investments Company surveyed 518 financial advisors and 302 high-net-worth investors…...

1+ day, 19+ hour ago   (544+ words) For many people among America's widowed population, being financially confident and financially lonely may actually go hand in hand, according to survey data from Ameriprise Financial. While roughly nine in 10 widowed adults (89%) say they feel confident managing money on their…...

3+ day, 4+ hour ago   (386+ words) Will Turner, co-founder and principal at Indianapolis-based Forta Wealth Partners, said he has made his own mistakes on both sides of a handoff. He believes a successful transfer depends on team culture: strong support staff so clients feel their trust…...

3+ day, 4+ hour ago   (581+ words) Most American families have never sat down to discuss life insurance and the assumptions filling that silence are quietly undermining the financial strategies advisors work hard to build. That is the central finding of Lincoln Financial's Consumer Sentiment Tracker, based…...

4+ day, 17+ min ago   (499+ words) Edelman Financial Engines is doubling down on its retirement planing focus with a new program for small and mid-sized employers are ready to outsource the fiduciary burden of being a plan sponsor. On Wednesday, the firm unveiled a new integrated…...

4+ day, 19+ hour ago   (677+ words) Total U.S. annuity sales rose 2% year over year to $121.2 billion in the second quarter of 2026, marking the 11th consecutive quarter that sales have topped $100 billion, according to final results released this week by LIMRA. That helped push year-to-date sales to $228.7 billion through…...

5+ day, 2+ hour ago   (527+ words) &Partners, the fast-scaling hybrid RIA firm with a focus on wirehouse breakaways, has selected Wealth.com as its enterprise-wide estate planning solution, giving more than 100 advisors access to a single, standardized planning system. The rollout, which began in August and…...

5+ day, 4+ hour ago   (884+ words) As an estimated $84 trillion in assets changes hands across generations over the coming decades, the wealth management industry has largely focused on the financial mechanics of transfer - trusts, tax strategies, and succession structures. Eric Becker, Founder and Co-Chairman of Cresset,…...

1+ week, 2+ day ago   (838+ words) Most middle-class Americans are planning to use Medicare to pay for long-term care in retirement, but there’s a serious problem with that strategy: Medicare explicitly does not cover those costs. According to new survey data by the American Council of…...

1+ week, 5+ day ago   (558+ words) Employee participation in workplace health savings accounts jumped sharply in 2025, according to new survey data, even as most employers still haven't positioned the accounts as part of a long-term retirement strategy. The Plan Sponsor Council of America's 2026 Health Savings Account…...