Issues & Innovations

  • Women’s Financial Inquiries Up 22%
    Women’s Financial Inquiries Up 22%

    Emerging income shifts reflect more women with $24k-$49.9k household incomes seeking financial guidance.

    Savvy Ladies 2026 Mid-Year National Women's Financial Trends Report, based on aggregated data from the Savvy Ladies National Free Financial Helpline, reveals a significant 22% YTD increase in women seeking financial guidance, providing a unique real-time view of how women are navigating an evolving economic landscape and proactively building their financial futures.
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  • The First Dollar
    The First Dollar

    Kids have more financial tools than ever, yet many families worry they're less prepared to manage money

    Children today have unprecedented access to financial technology. Yet many parents and grandparents question whether convenience is translating into the knowledge, habits, and confidence needed to manage money successfully as adults.
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  • Everyone Talks About Nearshoring. Few Start With The Job
    Everyone Talks About Nearshoring. Few Start With The Job

    Businesses should define the work first, then choose domestic, nearshore or offshore talent based on skills, operating requirements, time zones, and costs, according to 1840 & Company.

    Small businesses continue to struggle to find qualified workers. In June 2026, 84% of small business owners hiring or trying to hire reported receiving few or no qualified applicants, according to the National Federation of Independent Business.
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  • What’s Best For Homebuyers?
    What’s Best For Homebuyers?

    Nearly 9 in 10 agents believe buyers benefit from independent representation, access to every listing

    A new Zillow survey shows that real estate agents, by and large, agree that independent representation, access to every available listing and the ability to choose whether to hire an agent are all good for buyers.
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  • The Family Financial Squeeze
    The Family Financial Squeeze

    Are Americans sacrificing retirement to support their loved ones?

    As every aspect of American life becomes more expensive, many adults are providing ongoing financial support to children, aging parents, partners, and close friends.
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  • Trust Funding Guide
    Trust Funding Guide

    Many families spend thousands creating a trust, but never complete one critical step

    Creating a trust fund is often viewed as the finish line for protecting a family’s financial future. However, according to Bean Harbor Advisors Founder and Fiduciary Financial Advisor Jeff Blocker, signing estate planning documents is frequently only the beginning.
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  • The Spending Account Experience Gap
    The Spending Account Experience Gap

    Survey reveals gap between HR expectations and employee benefits experience

    InComm Benefits, a division of global payments technology provider InComm Payments, recently released new research revealing a clear gap between what employees need from spending accounts, such as Health Savings Accounts (HSAs), and the support Human Resources (HR) teams receive from providers to deliver a positive employee experience.
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  • 2026 C-Suite Stress Index
    2026 C-Suite Stress Index

    Business uncertainty up sharply as economic headwinds reshape C-suite decision-making

    C-suite confidence has fallen sharply since the start of 2026. New research from Sentry finds 82% of U.S. executives are more concerned about the future of their business than at the beginning of the year, as shifting trade policies, geopolitical instability, and operational disruptions reshape the business landscape.
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  • Financial Pressures Push Young Americans To Delay Or Abandon Life’s Biggest Milestones
    Financial Pressures Push Young Americans To Delay Or Abandon Life’s Biggest Milestones

    Gen Z and Millennials are starting to save for retirement years before their parents and grandparents, and seeking professional guidance at higher rates

    A significant share of young adults in America say financial pressures are reshaping the timelines – and in some cases the very possibility – of the lives they imagined for themselves.
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  • Is Wall Street Repackaging AI Debt The Same Way It Repackaged Subprime Mortgages in 2008?
    Is Wall Street Repackaging AI Debt The Same Way It Repackaged Subprime Mortgages in 2008?

    Jim Rickards says "subprime AI" is quietly loading risk into everyday retirement accounts

    Jim Rickards says the financial engineering that blew up the housing market in 2008 never really went away.
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  • Could Small Businesses’ Be Hitting A Cash Crunch In The Next 90 Days?
    Could Small Businesses’ Be Hitting A Cash Crunch In The Next 90 Days?

    The first forward-looking analysis of 3,000+ real small businesses reveals a wave of cash shortfalls forming this quarter, and most owners don't see it coming

    One in five U.S. small and medium businesses is on track to run short on cash within the next 90 days, according to new data released by Clockwork.ai, the AI-native financial planning and analysis (FP&A) platform.
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  • Travel For Healthy Longevity
    Travel For Healthy Longevity

    Multigenerational travel can boost healthy aging, social engagement, and economic growth

    The Global Coalition on Aging (GCOA) and nonprofit Transamerica Institute® today released Travel for Healthy Longevity: Health and Economic Benefits of Multigenerational Travel, a report examining the rapid rise of silver tourism (age 55+) and multigenerational travel as a powerful force for healthy aging, family connection, and economic growth.
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  • How CFOs Are Becoming The Architects Of Operational Trust
    How CFOs Are Becoming The Architects Of Operational Trust

    Nine in 10 LPs more likely to commit to funds using leverage when disclosure is clear

    Fund-level leverage and liquidity tools have moved from specialist financing techniques to mainstream private capital infrastructure, according to new research from CSC, the leading provider of global business administration and compliance solutions.
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