2+ day, 2+ hour ago   (544+ words) For many people among America's widowed population, being financially confident and financially lonely may actually go hand in hand, according to survey data from Ameriprise Financial. While roughly nine in 10 widowed adults (89%) say they feel confident managing money on their…...

2+ day, 2+ hour ago   (692+ words) Artificial intelligence’s command of online search results played a role in legitimizing the romance scam allegedly perpetrated by phony financial advisor Taylor Chan and Daejon Love, a 35-year-old who pretended to be a wealthy investor and NFL player for the…...

3+ day, 8+ hour ago   (457+ words) Advisors got a preview of this week's inflation picture Thursday as the Producer Price Index rose 0.4% in August, matching forecasts. But the more consequential number — the Consumer Price Index – lands Friday, and could tip the scales on next week's Fed…...

3+ day, 11+ hour ago   (581+ words) Most American families have never sat down to discuss life insurance and the assumptions filling that silence are quietly undermining the financial strategies advisors work hard to build. That is the central finding of Lincoln Financial's Consumer Sentiment Tracker, based…...

5+ day, 11+ hour ago   (884+ words) As an estimated $84 trillion in assets changes hands across generations over the coming decades, the wealth management industry has largely focused on the financial mechanics of transfer - trusts, tax strategies, and succession structures. Eric Becker, Founder and Co-Chairman of Cresset,…...

1+ week, 1+ day ago   (312+ words) When I meet with younger clients today, I am seeing a shift I did not expect a decade ago. It is not just that digital natives have better tools for tracking markets or doing their own research. It is that…...

1+ week, 4+ day ago   (211+ words) "There are practical, non-tax traps too: an outright gift may affect a college student's financial aid picture, and a younger beneficiary may not be ready to carry the responsibility of owning a house — a trust to own the property may…...

1+ week, 6+ day ago   (494+ words) RIAs spent the second quarter rotating out of the real-asset trade that defined the start of 2026 and into technology and artificial-intelligence exposure, according to new data from AdvizorPro, while a separate analysis suggests the ETF calls advisors make may be…...

1+ week, 6+ day ago   (558+ words) Employee participation in workplace health savings accounts jumped sharply in 2025, according to new survey data, even as most employers still haven't positioned the accounts as part of a long-term retirement strategy. The Plan Sponsor Council of America's 2026 Health Savings Account…...

2+ week, 2+ day ago   (380+ words) Federal authorities have arrested two men for defrauding more than two dozen women out of $1.3 million in a romance scheme where one of the men pretended to be an NFL player and the other posed as his financial advisor. According…...