Emerging Trends

  • The New Retirement: Freedom, Flexibility & Financial Security The New Retirement: Freedom, Flexibility & Financial Security

    Americans approaching retirement share their vision of ‘Success’ for their post-career lives

    Americans approaching retirement are focused on more than just the amount of their nest egg, according to the new TIAA Transition to Retirement Survey. read more
  • Many Seniors Are Unprepared to Maintain Independence as They Age Many Seniors Are Unprepared to Maintain Independence as They Age

    Confusion About Medicare Options, Uncertainty Regarding the ACA and Concerns Related to Healthcare Affordability Contribute to Increasing Anxiety Among Seniors

    SCAN, a leading senior-focused organization with the mission of keeping seniors healthy and independent, today announced comprehensive survey results that show many seniors are unprepared to live independently as they age. read more
  • Investor Protection Takes Center Stage Investor Protection Takes Center Stage

    Financial Planners to Take Their Agenda to ‘The Hill’ During the 4th Annual FPA Advocacy Day in Washington, D.C.

    With investor protection taking center stage in recent deliberations among federal policymakers and legislators, there is an ongoing need to educate those forming policies that protect consumers to hear directly from financial planning professionals. read more
  • Mining the Market’s Growth Opportunities Mining the Market’s Growth Opportunities

    6 Reasons Private Equity Groups Are Investing In Homecare

    Private Equity Groups (PEGs) have recently been making huge investments in home health and hospice providers, according to Bradley Smith, managing partner at VERTESS, an international M + A advisory firm that helps healthcare business owners prepare their companies to be acquired or to make acquisitions to create new revenue growth. read more
  • Paying For Health Care Today Paying For Health Care Today

    Pre-Tax Premiums May Have Employees Singing the Post-Tax Blues

    by Matt Gerard, J.D.

    Employers who offer fixed indemnity health coverage or wellness programs to their employees may consider reassessing how that coverage is administered in view of a recent Internal Revenue Service (IRS) internal memorandum that examines the tax treatment of benefits paid by fixed indemnity health plans. read more
  • Americans With Financial Advisors Feel Significantly More Prepared For Retirement, Optimistic about the Economy and Less Stressed Americans With Financial Advisors Feel Significantly More Prepared For Retirement, Optimistic about the Economy and Less Stressed

    Guess what? Financial guidance is good... very good

    New findings from Northwestern Mutual's Planning & Progress Study revealed that Americans who receive guidance from financial advisors feel markedly more prepared for retirement. read more
  • Inflation Fears Remain Subdued as Advisors Continue to Focus on Regulatory and Political Developments Inflation Fears Remain Subdued as Advisors Continue to Focus on Regulatory and Political Developments

    More advisors should be talking about long-term inflation risks, especially for older investors

    For the past three years, Fidelity has explored issues that are top-of-mind for advisors through its quarterly Fidelity® Advisor Investment Pulse survey. It found that topics like the government and economy, portfolio management, market volatility, and interest rates consistently rank at the top of advisors’ list of concerns. read more
  • Retirement and the Health Factor Retirement and the Health Factor

    Voya Financial releases findings on Americans' understanding of health care costs in retirement

    Voya Financial, Inc. (NYSE: VOYA), today released an educational white paper and findings from a recent survey examining Americans' understanding of health care costs in retirement. read more
  • Volatility Returns to Markets Volatility Returns to Markets

    After reaching all time highs, indexes abruptly tumble

    Weekly market view from LMK Wealth Management. Reprinted with permission. Visit lmkwealth.com

    Early last week, both the S&P and NASDAQ recorded all time highs before tumbling along with the Dow as political concerns rose. By Friday, though, the markets had largely rebounded and steadied read more
  • For Young Adults: A Crushing Load, Compromised Dreams For Young Adults: A Crushing Load, Compromised Dreams

    Student loan debt postpones dreams, threatens financial security

    College graduates say a crushing load of student loan debt is compromising their ability to buy a home, begin saving for retirement, or even start families, according to a recent survey from Prudential Financial, Inc. read more