- Do Retirees Still Need Life Insurance?
Retirement planning expert Katy Ridge speaks on the needs of today's retirees
Is life insurance still worth considering after age 65?
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 - Small Mortgages Are Disappearing, Even as Federal Policy Targets Barriers to Access
Share of mortgages under $100,000 has fallen from to less than 3% in 2025 and 2026
Mortgages with principal balances of $100,000 or less are becoming increasingly scarce, limiting financing options for buyers of lower-priced homes, according to a new Realtor.com® report.
read more - Money Outranks Health, Work and Intimacy as Top Stressor for American Couples
Most say combining finances is more intimate than moving in together
Finances are the biggest source of stress in Americans’ committed relationships, shaping how couples think about trust, intimacy and long-term commitment, according to a new CFP Board report.
read more - Two Thirds Of Americans Have Decreased Spending Due to Economy
More than half say they always worry, even when they have enough, while teens confess they have lied about how much they spend
-When asked how Americans are faring financially, most admitted to having to make major adjustments due to the economy, according to the inaugural Wells Fargo Money Study.
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 - Only 28% of Pre-Retirees and Retirees are Comfortable Drawing Down Savings in Retirement
But having a plan for decumulation boosts confidence
New research from Corebridge Financial reveals a retirement paradox: Even though fulfilling retirement dreams will likely require spending, many struggle with the thought of drawing down retirement savings to fund them.
read more - FPA Launches Rebuilt PlannerSearch®
To modernize how consumers find financial planners
The Financial Planning Association® (FPA®), the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals, today announced the launch of the rebuilt FPA PlannerSearch®, a platform designed to modernize how consumers find and connect with financial planners.
read more - Broker/Dealers Must Reinforce Core Strengths as Advisor Movement Accelerates
As advisor affiliations shift, technology, brand support and specialized resources remain key differentiators
Ongoing shifts in advisor affiliation preferences continue to reshape competition in the broker/dealer (B/D) marketplace.
read more - Americans Are Confident They Understand Medicare But The Data Suggests Otherwise
Many Americans underestimate the financial risks and complexity of Original Medicare
With a record number of Americans soon making Medicare coverage decisions for 2027, new original research from eHealth (Nasdaq: EHTH) found most beneficiaries are confident in their knowledge of how the federal program works.
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