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  • Fulfillment, Frustration and the Pursuit of Success
    Fulfillment, Frustration and the Pursuit of Success

    Financial Pros Have Independence on Their Minds

    Examining the Mindset of U.S. Financial Professionals, a survey released today by Schwab Independent Branch Services, finds that while client-facing financial professionals are generally fulfilled and optimistic about their careers, they are brimming with entrepreneurial drive and drawn to independence.
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  • How Does Divorce Compound Retirement Risk?
    How Does Divorce Compound Retirement Risk?

    Better education is needed to help consumers build and protect retirement income

    Divorced Americans are at greater risk of not being able to maintain their standard of living in retirement, according to new research conducted by the Center for Retirement Research at Boston College with the support of Prudential Financial, Inc. (NYSE: PRU).
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  • Who Are Gig Workers and How are They Faring?
    Who Are Gig Workers and How are They Faring?

    Some Surprising and Some Not-so-surprising Findings from the New Bureau of Labor Statistics Survey

    While the term “gig economy” may conjure images of Millennials driving for Uber, the reality is that workers in alternative employment arrangements are far more likely to be Gen Xers or Baby Boomers.
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  • Surprises in Retirement Income: Overlooked and Coveted Nest Eggs
    Surprises in Retirement Income: Overlooked and Coveted Nest Eggs

    Using Retirement Insights to Shape Personalized Products and Solutions

    Surprises in retirement income sources range from oversized roles for dividends and taxable brokerage to extremely high expectations for retirement accounts in new findings from Hearts & Wallets, the source for retail investor data and insights.
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  • Medicare’s Financial Condition: Beyond Actuarial Balance
    Medicare’s Financial Condition: Beyond Actuarial Balance

    With income diminished and expenses on the rise, sustainability now a central focus

    Each year, the Boards of Trustees of the Federal Hospital Insurance (HI) and Supplementary Medical Insurance (SMI) trust funds submit a report to Congress on the Medicare program’s financial condition
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  • Gender, Generation and Financial Knowledge
    Gender, Generation and Financial Knowledge

    New Study from FINRA Shows Millennial Women Beginning to Close the Gap

    In a recent study using data from its National Financial Capability Study, the FINRA Foundation found that women consistently lag behind men on financial and investor literacy scores across generations. Lower levels of financial and investor literacy among women may impede their ability to accumulate wealth and make sound financial decisions.
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  • Trade and Interest Rates Continue to Fuel Volatility
    Trade and Interest Rates Continue to Fuel Volatility

    Mixed results as politics dominate the headlines

    Last week stocks showed mixed results as political headlines continued to dominate the news. The Dow lost 0.89% and the S&P 500 was almost flat with a 0.02% gain. The NASDAQ, on the other hand, reached a record high on Thursday and ended the week up 1.32%.
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  • Impact Investing at Tipping Point
    Impact Investing at Tipping Point

    Study: Over 70% of affluent, next-gen donors are already engaged

    Over 70% of Millennials and Gen-Xers have made an impact investment versus just 30% of Baby Boomer and older investors, according to a study released today by Fidelity Charitable, an independent public charity and the nation’s second-largest grantmaker.
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  • Go Forth… And Disrupt
    Go Forth… And Disrupt

    Schwab Challenges Independent Advisors to Be Disruptive Forces in the Industry

    Bernie Clark, leader of Schwab Advisor Services, asked independent advisors today: “Are we driving change or being driven by it?” and urged them to challenge themselves and resist the temptation to think “this is working just fine” given the extraordinary growth and success that the independent model has seen in the last decade.
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  • AIG Helps Launch the Alliance for Lifetime Income
    AIG Helps Launch the Alliance for Lifetime Income

    To Empower and Educate Consumers and Financial Advisors on the Importance of Having Protected Lifetime Income

    AIG (NYSE:AIG) today announced it is a founding member of the Board of Directors for the Alliance for Lifetime Income (Alliance), a new industry coalition of 24 leading financial services organizations whose goal is to educate Americans about the importance of protected lifetime income solutions and empower them to take action.
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