- Scale Without Sameness
The next growth challenge for wealth management
by Penny Phillips
Over the past decade, our industry has made enormous investments in scale. Independent firms have expanded planning capabilities, centralized operations, strengthened investment platforms, invested heavily in technology and brought together specialized expertise that would have been difficult for many advisors to build on their own.
read more - Meeting Women’s Evolving Financial Planning Needs
Three ways advisors can build stronger relationships with women clients
by Suzanne Ricklin
Women control more wealth today than ever before, and that share is only growing. Cerulli Associates estimates that widowed spouses will inherit $54 trillion during the Great Wealth Transfer, with 95% of that wealth going to women.
read more - Winning The Race For Institutional Alternative Assets
How asset managers can position themselves as the collaborative, steady partners institutions are looking for right now
by Linda York
Institutional investors are caught in a paradox. Against the backdrop of economic headwinds, many are feeling the pressure to protect portfolios from macroeconomic shocks while pursuing the returns they need to meet performance goals.
read more - Private Infrastructure’s Goldilocks Moment
A new era for wealth portfolios
by Irina Zilbergleyt
Private infrastructure is having a Goldilocks moment. After years as an overlooked asset class, often dismissed as too boring or niche, it now ranks as one of the most coveted allocations in private market portfolios.
read more - Securing Wealth In Retirement
Don't choose between growth and protection. Build retirement strategies to help address both
by Corey Walther
The decades-long process of preparing for retirement has traditionally focused on asset growth. Save consistently, invest for the long term, and allow compounding to do the heavy lifting. Yet, managing risk often takes a back seat to pursuing growth.
read more - The Next Evolution Of Retirement Planning
Building confidence in your savings
by David Cruz
For decades, the retirement industry has helped millions of Americans answer one important question: How do I save for retirement? Americans have been encouraged to save early, invest consistently, and remain disciplined.
read more - A Conversation With Paula Cole
Future Pensions
by P. E. Kelley
As was widely anticipated by many industry analysts, pension risk transfer (PRT) activity ended 2025 lower than 2024, posting sales of $49 billion, a 6% decrease year-over-year, according to LIMRA’s U.S. Group Annuity Risk Transfer Survey.
read more - Streamlining Annuity Adoption
The future of annuities depends on making them easier to acquire
by Ann Nanda
Retirement planning has changed dramatically over the last decade.
read more - Beyond The Ledger
How AI is turning CPAs into strategic navigators
by: Jason Hope
For decades, the relationship between a small business owner and their CPA has been largely historical. Once a month, the owner sends over a stack of data and a few weeks later, they receive a Profit and Loss statement that tells them exactly what happened thirty days ago. It is a rearview-mirror approach to business…
read more - The National Debt And The American Family
Why it matters for retirement planning
The national debt is now above 39 trillion dollars. We all see the headlines, and for many in the profession it still registers as background noise - another big number in a noisy election year.
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