- Affluent Americans’ Retirement Goal Climbs 26% From Last Year To $2.6 Million
Affluent and high-net-worth individuals in the US have saved just 52% of their retirement goal
Affluent Americans say they need $2.6 million to retire comfortably, according to new HSBC research conducted by Ipsos. This savings target is up 26% over last year.
read more - UnitedHealthcare Introduces AI Companion Empowering People with Simpler Navigation, Personal Experience
Meet Avery: UnitedHealthcare's virtual assistant
UnitedHealthcare has introduced Avery, a generative AI companion that creates a simpler, more coordinated health care experience for members while empowering customer advocates to more efficiently respond to members.
read more - Household Debt And Credit
Nearly half of Americans say carrying credit card debt Is “normal” as U.S. balances reach $1.26 trillion
Credit card debt continues to play a significant role in household finances, as balances rose again in the second quarter and many consumers continue to carry revolving debt from month to month.
read more - Financial Worries Rise…
... and match health concerns as cost-of-Living pressures mount in 2026
Households around the world are feeling the strain of the rising cost of living, with financial pressure increasingly shaping everyday choices and long-term confidence.
read more - Healthcare Leaders Agree: Time For Action On Affordability
Leaders united on need for healthcare affordability, divided on how to fix it
Top healthcare experts across the nation overwhelmingly agree the U.S. healthcare system is financially unsustainable, and every stakeholder must share responsibility for making care more affordable, according to a Vitalic Health affordability survey.
read more - Medicare Planning: Why It Matters – And Why Financial Professionals Can’t Ignore It
Integrating Medicare into holistic retirement strategies
Protective Life Corporation a U.S. subsidiary of Daiichi Life Group, Inc., has announced the release of a new whitepaper based on proprietary research conducted by its principal subsidiary Protective Life Insurance Company (Protective) in partnership with Greenwald Research.
read more - Financial Advisors Lean on Seminars, AI and Automation to Drive Organic Growth
They are blending technology and human connection
AcquireUp, a technology-first seminar marketing company for financial professionals, today released its 2026 Industry Index, drawing insights from over 500 financial professionals, revealing how financial advisors are evolving client acquisition strategies by blending referral marketing, educational and meal-based events, and automation to build more scalable and predictable net new asset growth.
read more - Bad Online Advice Leads Majority of Americans to Make Regrettable Financial Decisions
Only 2 in 5 Americans Believe Online Financial Information Is “in Their Best Interests”
Misinformation about money is everywhere online, and Americans are paying the price for it. CFP Board’s latest research report, Steering Clear of Financial Misinformation: A Survey of Americans, finds that while more people are turning to the internet for financial advice, most doubt its credibility.
read more - U.S. Home Prices Rose 0.5% In November
On a year-over-year basis, home prices rose 5.7%, the smallest annual increase since October 2023
U.S. home prices grew 0.5% from a month earlier in November on a seasonally adjusted basis, the third consecutive month with a 0.5% increase.
read more - Gradual Increase In Insurers’ Private Equity Investments In 2023
Despite the rise in holdings, investment income declined for a second straight year
U.S. insurers experienced a second straight year of declining income on their private equity investments, which dropped to $7.7 billion in 2023, down from $10.2 billion in 2022, according to AM Best.
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