- Americans Want Greater Confidence, Not Just More Financial Information
Financial content and resources are more accessible than ever, yet 76% agree personalized financial guidance would help them feel more confident in their financial decisions
As AI tools, social media, financial apps, and online communities reshape how Americans learn about planning and investing, new research from Voya Financial, Inc. suggests that access to information alone may not be enough to help consumers feel confident in their financial decisions.
read more - What To Do About Climbing Student Loan Costs
Americans are feeling the pressure of student loan payments. Studying up on these smart money moves can make the debt more manageable.
College degrees are becoming more costly for borrowers. Outstanding federal student loan debt has grown to $1.72 trillion, an average of nearly $40,500 for each borrower, up about $1,500 from last year.
read more - US Entrepreneurs Turn To AI To Drive Growth And Hiring
94% have changed or plan to change how their business operates because of AI
Wealthy US entrepreneurs are putting AI at the center of their growth strategies, with nearly all already changing or planning to change how they operate their businesses as a result, according to HSBC’s Global Entrepreneurial Wealth Report 2026.
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 - 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 - NAIC Letter Details Proactive State Oversight of Evolving Insurance Landscape
Regulators have regularly updated capital requirements, reporting standards, supervisory tools, and analytical capabilities
In response to a letter from U.S. Senator Elizabeth Warren (D-Mass.), state insurance regulators leading the National Association of Insurance Commissioners (NAIC) today detailed how the state-based regulatory framework is evolving al
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 - 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 - Single, Divorced and Widowed Americans Feel Financially Confident
Still, many have concerns about aging alone
Eighty‑five percent of financially solo adults feel confident managing their money – yet the same number (85%) worry about aging alone and navigating the long-term financial decisions that come with it, according to Flying Solo: Navigating Financial Autonomy, a new study from Ameriprise Financial (NYSE: AMP).
read more - More Than Half Of U.S. Consumers Now Routinely End The Month Short
Coming up short isn’t an uncommon experience anymore
For years, many household budgets operated on the assumption that there was some wiggle room. A slightly higher electric bill one month could be absorbed by a slightly cheaper grocery run the next. That cushion is now gone for most U.S. consumers, and the blame seems to lie with costs that families can’t opt out…
read more - 2026 Global Retirement Index: All Things Must Pass
Global retirement security is under pressure due to aging populations, debt and inflation
Retirement security is coming under intensifying pressure globally due to rapidly ageing populations, record public debt and persistent inflation, according to Natixis Investment Managers' 2026 Global Retirement Index (GRI).
read more - Debt By Generation In 2026
Gen Z debt is rising faster than any other generation, delaying homeownership and family planning
Debt is reshaping the American dream differently depending on how old you are, according to a new study from Accredited Debt Relief, in partnership with Money.
read more - 3 In 4 Americans Think Market Highs Are Unsustainable
When the long-term outlook feels overwhelming, many Americans splurge to feel better
With markets at record highs, Americans think the upward trajectory is unsustainable, according to the Q3 2026 Quarterly Market Perceptions Study from the Allianz Center for the Future of Retirement, part of Allianz Life Insurance Company of North America.
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