Videos

How AI Will Revolutionize Advisor Marketing and Service

AI will make it possible to serve many more clients with individually personalized interactions that address their specific concerns.

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Have You Committed a Workplace Gaffe?

Discover practical tips to handle workplace errors and turn them into valuable learning experiences for your career.

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Rethinking65: 8 Tasks & Strategies to Avoid A Disastrous Cruise Vacation

Share this video with clients to help them master their cruise vacation using eight essential strategies.

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Cinderella and Sequence Risk

An advisor shares a modern version of Cinderella that offers valuable insight on sequence of return risk.

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How Much Help Should Parents Give Adult Children?

A recent survey by Savings.com found that nearly half of U.S. parents with a child over 18 are providing some or all of the child’s financial support.

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Best Countries for American Expatriates

The U.S. Citizens Retirement Trends Study has ranked 16 countries as top destinations for American retirees based on criteria such as quality of life, ease of integration, community acceptance, security, and economic conditions.

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Middle-Aged Americans Are Underprepared for Retirement

Study finds that people in the United States who are approaching retirement age may be critically underprepared when it comes to their savings.

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Investors Should Be Focused On U.S. Debt

Adam Phillips at EP Wealth Advisors talks about how U.S. budget deficit impacts bond portfolios as well as favors short-term bonds amid fiscal concerns and potential credit downgrades.

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Report Shows U.S. Women Have Just 1/3 Of Men’s Savings

Women in the U.S. have saved just a third of the amount that men have set aside for retirement, setting up a potential crisis among female retirees.

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Housing Prices Rising Fastest in These 5 Cities

A new report shows home prices have been rising fastest in these five cities.

Latest News

The ‘New Normal’: LIMRA: U.S. Annuity Sales Hit Record in First Half of 2025

RILA sales drive quarterly record, but a softening market may be on the way, LIMRA warns.

DAFgiving360 Donors Grant $8.9B to Charities During FY 2025

Financial advisors are playing a an increasingly important role as more clients express charitable intentions.

Vanguard Adds Two Titles to its Fixed Income Model Portfolio Lineup

One new offering aims to preserve capital while the other seeks to maximize returns.

Woman Gets Prison for Hiding Over $90M From the IRS in Overseas Accounts

The defendant and her relatives hid the funds in banks in Switzerland, Panama, Israel and Andorra, authorities said.

Social Security Tech Upgrades Reduce Phone Wait Times

Elimination of scheduled maintenance downtime improves online service, the Social Security Administration reports.

PNC Bank Enters Cryptocurrency Market With Coinbase Partnership

Banking clients and institutional investors will be able to buy, hold and sell crypto using Coinbase’s crypto-as-a-service platform.

A Mid-Year Financial Health Check-up Is Essential for HNW Investors

A Chicago wealth advisor offers a checklist of proactive steps to ensure an optimal financial strategy.