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

Healthcare Rollbacks Will Hurt Many Older Americans: KFF

Health policy experts anticipate fallout for early retirees and nursing-home residents under the new budget reconciliation law.

Tariff Volatility Drives Investors to Actively Managed Funds

Analysts say active managers focused on three factors may lead them to outperform the broader market in the months ahead.

Georgia Ponzi Scheme Duped 300 Investors Out of $140M, SEC Alleges

First Liberty Building & Loan started by making bridge loans to businesses but switched to a scam, investigators say.

The One Big Beautiful Bill Offers Opportunities for Advisors, Investors

Financial advisors need to understand these changes to serve their wealthy clients properly.

Being ‘Wealthy’ Harder to Achieve Since 2021

Inflation and soaring costs have raised the amount Americans think it takes to be wealthy. And the number varies by generation.

Vanguard Announces Three New Treasuries-Based ETFs

Vanguard Fixed Income Group now offers 36 fixed income bond ETFs, including 28 index.

Army Ejects 10 Schools from ROTC Program

The move is part of cost-cutting that slashed the workforce of the Army's Cadet Command.