- Medicare Coverage Confusion
Half of medicare beneficiaries have skipped medical care in the past year due to the uncertainty
With a record number of Medicare beneficiaries making coverage decisions during the upcoming Annual Enrollment Period (AEP), eHealth (Nasdaq: EHTH) have published new original research showing that many have skipped medical care recently due to confusion about their coverage, while a growing number are turning to AI to help them compare their plan options.
read more - Next Generation Of Senior Living
Older adults want senior living to support their care needs while preserving choice over daily life, familiar routines, and meaningful relationships
A Place for Mom, the nation’s leading senior care advisory platform that has guided millions of families through the aging journey, recently released its 2026 Next Generation of Senior Living Report.
read more - CFA Institute Welcomes the SEC Proposal to Recognize Chartered Financial Analysts as Accredited Investors
To recognize the CFA charter as a professional designation
CFA Institute, the global association of investment professionals, welcomes the proposal by the U.S. Securities and Exchange Commission to allow Chartered Financial Analysts in good standing to automatically qualify as accredited investors.
read more - ETF Adoption Strong Among Financial Advisors and Institutions
Adoption by individual investors on the rise - where education is key
State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT) today released the results of its 2024 ETF Impact Survey, which reveals more than two thirds of financial advisors (70%) “always” or “often” recommend ETFs to their clients and a similar percentage of institutional investors (67%) use ETFs in investment strategies.
read more - What Healthcare Practices Are Saying About Manual Work, Staffing, And Trust In AI
Healthcare practices are ready for AI, but 60% are still concerned about data privacy
Weave (NYSE: WEAV), a leading AI-powered patient engagement and payments platform purpose-built for healthcare practices, recently released its 2026 State of Healthcare Pulse Survey, a survey of 285 owners, office managers, and front desk staff across dental, specialty medical, optometry, and veterinary practices.
read more - U.S. Employer Health Care Costs Continue Multi-Year Climb
Projected to Rise 9.5% in 2027
Aon plc (NYSE: AON), a leading global professional services firm, revealed today that U.S. employer health care costs are projected to rise 9.5%* in 2027, pushing average costs above $19,000 per employee.
read more - Trends In Health Savings Account Balances, Contributions, Distributions, And Investments
Average HSA balances reach record high, but contributions and investing remain limited,
New research published by the Employee Benefit Research Institute (EBRI) finds that average health savings account (HSA) balances reached a record $5,532 in 2024, even as 56% of accountholders took distributions and only 18% invested HSA funds in assets other than cash.
read more - Medicare Advantage Plan Members Seek Stronger Patient Advocacy, Care Coordination
Overall satisfaction with Medicare Advantage plans declines for second consecutive year
Against a backdrop of rising financial pressures, narrower access to provider networks and prescription drug and outpatient care cost increases, Medicare Advantage plan members are looking for trusted partners to guide them through their healthcare journeys.
read more - Hybrid Long-Term Care
One strategy, two possible outcomes
by Carroll Golden
September is National Preparedness Month, a reminder that the best time to prepare for a risk is before it becomes a crisis. For financial professionals, that makes it an ideal time to talk with clients about a risk that can dramatically alter even a well-designed retirement plan: the need for long-term care.
read more - Caregivers And Retirement
Unpaid caregiving is taking a toll on retirement confidence, debt and financial security
New research published by the Employee Benefit Research Institute (EBRI) and Greenwald Research finds that unpaid caregivers face greater financial strain, lower retirement confidence and more concern about future retirement risks than Americans who are not unpaid caregivers.
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