- The Economic Ripple Effect Of Social Security Cuts
New report finds billions at stake across New York
Social Security is now approaching a critical inflection point. But without action from Congress, the trust fund that pays retirement and survivor payments is projected to exhaust its reserves in 2032.
read more - What’s Driving The Next Wave Of PRT Activity?
A record 95% of sponsors with de-risking goals intend to fully divest their pension liabilities
Defined benefit (DB) plan sponsors are in one of their strongest funding positions in decades, and a record 95% of those with de-risking goals, up from 76% in 2019, ultimately intend to completely divest their pension liabilities.
read more - How Much Retirement Income Is Enough?
The popular 'rules of thumb' ask the wrong question
It is the first question nearly every pre-retiree asks, and the one most planning shortcuts answer worst: how much income will be enough?
read more - When Asset Managers and Insurance Companies Become Entangled
An increasingly close relationship between private credit and insurance
The number of asset managers that own life insurance companies is rising. According to the National Association of Insurance Commissioners (NAIC), there were 139 asset manager-owned life insurance companies in 2025, up from only a handful in the years following the global financial crisis (GFC).
read more - Gen X and Millennials Seek New Retirement Model as Traditional System Fades
Over 80 percent say their generation faces unique retirement challenges, with rising health care costs, inflation and Social Security uncertainty reshaping expectations for life after work
The retirement landscape has fundamentally changed for Gen X and Millennials, according to a new survey conducted by Harris Poll on behalf of Athene.
read more - Experienced Investors Point to Timeless Principles as Keys to Long-term Investing
The Keys: Persistence, diversification, early and regular investing
Charles Schwab today released results from a comprehensive survey of investors that provides helpful insights into the habits and experiences of its clients and what clients see as critical to their satisfaction and successful outcomes.
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 - Advisors Struggle to Convert Retirement Plan Relationships into Wealth Management Clients
Just one in 10 of advisors' wealth clients originate from a retirement plan relationship
New research from Cerulli Associates and Morningstar finds that just over 10% of advisors’ wealth clients, on average, come from the "Bridge to Wealth," a systematic approach to converting defined contribution (DC) plan participants into wealth management clients
read more - More Than 80% of Boomers Want to Age at Home
.Are families ready for the financial, physical and emotional costs?
Most Americans expect to need long-term care someday, and nearly three in four would prefer to receive it at home. But that vision carries a cost that many families have not planned for.
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 - A New Era of Market-Led Global Liquidity
A new report reveals that as non-bank institutions take on a greater role in providing and intermediating capital, there are implications for market backstops and portfolio construction
A new report reveals that as non-bank institutions take on a greater role in providing and intermediating capital, there are implications for market backstops and portfolio construction NEW YORK--(BUSINESS WIRE)--New York Life Investment Management (NYLIM), a global asset management firm with approximately $838 billion in assets under management, today announced the release of the 2026…
read more - Social Security Solvency Concerns Have Many Planning to Tap Benefits Early
Forty-eight percent of non-retired Americans fear AI will push them into early retirement
According to the Schroders 2026 US Retirement Survey, 52% of non-retired Americans are “concerned” or “very concerned” about outliving their assets in retirement. Despite these concerns, 45% are planning to file for Social Security benefits before reaching age 67 – the full retirement age for everyone born in 1960 or later, and just 10% plan…
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