In the world of finance and investments, navigating uncertain waters is nothing new. The past few years have presented advisors with a series of market shocks and shifting environments that have led to both challenges and opportunities for their clients’ portfolios. The path forward continues to be rife with uncertainty as the trajectory of growth, inflation and markets remains murky.

According to the 2023 Insurance Barometer Study, half of Hispanic adults (50%) say they are very worried about having enough money for retirement, which is six points According to the 2023 Insurance Barometer Study, half of Hispanic adults (50%) say they are very worried about having enough money for retirement, which is six points higher than the response from the general population.

There are many financial details to manage when you approach and begin retirement. Yet as you make plans to preserve your wealth throughout this new season of life, you don’t want to forget the importance of maintaining your credit as well.

Parsley Health, a digital health company designed to lower costs in patients with complex and chronic conditions using root cause medicine, today announced survey findings that reveal the state of health of women in the workforce in 2023, and the impact on employers.

According to IG Wealth Management’s (IG) life insurance study, the majority (88 per cent) of high-net-worth (HNW) Canadians (defined as individuals with at least $1 million in investible assets) plan to pass their estate onto the next generation. However, many are unaware of the important role life insurance plays to help safeguard the value of their estate and mitigate the tax implications of a wealth transfer.

Today, employees face myriad challenges that impact their long-term financial planning, with the timeliest one being the resumption of student loan payments in October. While many assume younger employees are impacted the most, a new survey by the Nationwide Retirement Institute® finds that even seasoned employees are experiencing significant financial pressures due to the resumption of payments.

RetireOne, the leading independent platform for fee-based insurance solutions, in partnership with Allianz Life Insurance Company of North America (Allianz) released their joint 2023 RIA Protected Accumulation + Retirement Income Survey today.

The largest component of household wealth for many people in or entering retirement is home equity. As life spans increase and retirement periods grow, one might expect to see more people dipping into the equity in their homes. Yet only a small proportion do.

The Conference Board Consumer Confidence Index® declined again in September to 103.0 (1985=100), down from an upwardly revised 108.7 in August. The Present Situation Index—based on consumers’ assessment of current business and labor market conditions—rose slightly to 147.1 (1985=100) from 146.7.

New research from airSlate, a leader in document workflow automation solutions, reveals that small and medium-sized businesses (SMBs) are ready and eager to harness the power of automation and artificial intelligence (AI) to scale and compete effectively in today’s business landscape.