Product Portfolio

  • Many Americans Appear to Have a Discouraged Outlook on Retirement, But There’s Hope Many Americans Appear to Have a Discouraged Outlook on Retirement, But There’s Hope

    Social Security limitations, health care costs and planning for expenses contributing to negativity

    Only 21 percent of future retirees say life in retirement will be better, and 28 percent of recent retirees say life is worse in retirement, according to a new Nationwide Retirement Institute® survey (PDF). read more
  • Eight College Teams Set to Take Part in the Finals of the 2017 Financial Planning Challenge Eight College Teams Set to Take Part in the Finals of the 2017 Financial Planning Challenge

    Students to display their financial planning knowledge at the 2017 FPA Annual Conference

    Students to display their financial planning knowledge at the 2017 FPA Annual Conference DENVER (September 19, 2017) –The Financial Planning Association® (FPA®), Ameriprise Financial and the Certified Financial Planner Board of Standards, Inc. (CFP Board) are pleased to announce the 2017 Financial Planning Challenge finalists. This competition, which is jointly sponsored by the three groups, ... read more
  • The State of Advice: Who’s Missing From This Picture? The State of Advice: Who’s Missing From This Picture?

    What Matters in Advice and Guidance 2017: Spouses, Children and “One-Timers”

    Financial advice and guidance experiences frequently neglect the non-breadwinner spouse, children and “one-timers,” and in doing so, miss a valuable opportunity to connect with consumers... read more
  • Caregiving Is Risky Business for Family Caregivers Caregiving Is Risky Business for Family Caregivers

    New research from Transamerica Institute finds caregivers risking their health and finances to care for loved ones

    Nine out of 10 non-professional family caregivers feel that it's important to provide a good quality of life for the person they care for, like helping, and enjoy spending time with the care recipient. However, many caregivers are providing care at their own risk. read more
  • Financial Planning Association Honors Financial Planners for Giving Back to the Profession, Public Financial Planning Association Honors Financial Planners for Giving Back to the Profession, Public

    Four to receive the 2017 Heart of Financial Planning Award

    The Financial Planning Association® (FPA®), the country’s largest membership association for Certified Financial Planner™ (CFP®) professionals and those who support the financial planning process, is pleased to recognize Michael Branham, CFP®, Scott M. Kahan, CFP®, Marty Kurtz, CFP® and Tanya Steinhofer, CFP®, CFA as winners of the association’s 2017 Heart of Financial Planning Award. read more
  • AARP and Ad Council Launch Campaign to Empower Millions of Americans to Get on Track for Retirement AARP and Ad Council Launch Campaign to Empower Millions of Americans to Get on Track for Retirement

    The Campaign Introduces an Interactive Digital Experience that Breaks Down the Challenge of Saving into Simple, Achievable Steps

    Two in five households headed by Americans age 55-64 have no assets saved for retirement, according to the National institute on Retirement Security read more
  • Voluntary Pensions Help Enable Financial Security Voluntary Pensions Help Enable Financial Security

    New report released by the Global Aging Institute and Principal discusses pension policies for aging populations in emerging markets

    In most countries around the globe, people are living longer. The aging of the population poses special challenges for today’s emerging markets, where mandatory pension systems often cover just a fraction of the workforce and replacement rates are usually inadequate. read more
  • 87% of Americans Favor Health Insurers  Being Required to Cover Pre-Existing Conditions 87% of Americans Favor Health Insurers Being Required to Cover Pre-Existing Conditions

    How Popular Is Obamacare? What Do People Think is Next for Healthcare? What Issues Do Americans Want Prioritized by Trump and Congress?

    A new insuranceQuotes study found that 53% of Americans feel the same about Affordable Care Act (ACA) now as they did before the 2016 election. read more
  • Eight Key Traits of Highly Successful Advisors Eight Key Traits of Highly Successful Advisors

    How a deeper understanding of the industry's competitive advantages can redefine your path to success

    A Special Report based on the latest findings from the third annual Advisor Authority Study commissioned by Jefferson National, operating as Nationwide’s advisory solutions’ business, identifies eight traits of highly successful advisors. read more
  • Financial Planning Association to Advance Focus on Serving Needs of Next Generation Financial Planners Financial Planning Association to Advance Focus on Serving Needs of Next Generation Financial Planners

    Association to partner with Hannah Moore, CFP® on “You’re a Financial Planner, Now What?” podcast to bridge the experience gap faced by new practitioners

    The Financial Planning Association® (FPA®), the country’s largest membership association for Certified Financial Planner™ (CFP®) professionals and those who support the financial planning process, is building on its focus to provide young financial planners with the resources and opportunities they need to advance in the profession. read more
  • Overall Withdrawal Levels From IRAs Are Driven by the Minimum Distribution Rules Overall Withdrawal Levels From IRAs Are Driven by the Minimum Distribution Rules

    Federal rules at age 70 1/2 continue to determine withdrawal rates

    The level of annual withdrawals from individual retirement accounts (IRAs) are being driven largely by federal rules that require people ages 70-1/2 or older to take distributions from their traditional accounts read more
  • New Census Data: Number of Uninsured Dropped by 1 Million in 2016 New Census Data: Number of Uninsured Dropped by 1 Million in 2016

    Young Adults Continuing to Make Large Gains

    by Sara R. Collins, Munira Z. Gunja and Herman K. Bhupal

    The number of uninsured Americans under age 65 declined by an additional 1 million people in 2016, three years after the major insurance reforms of the Affordable Care Act (ACA) took effect, according to a new federal survey of 94,000 people released by the U.S. Census Bureau today. read more
  • Retirement Planning Education Program Keeps Planners on Right Side of New Rules Retirement Planning Education Program Keeps Planners on Right Side of New Rules

    CFFP professional designation program takes on challenge of on-again, off-again fiduciary standards

    The College for Financial Planning's (CFFP) newly revised Chartered Retirement Plans Specialist℠ or CRPS® professional designation program will help provide clarity for those confused by the on-again, off-again new fiduciary standards under review by the U.S. Department of Labor (DOL). read more