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Top Financial Planning News

US Social Security, Medicare to run short of funds in 2033, trustees say
Social Security · United States

US Social Security, Medicare to run short of funds in 2033, trustees say

63% Center coverage: 190 sources
The U.S. Social Security and Medicare programs for seniors will both run short of funds to pay full benefits in 2033, three years sooner than last year's estimate for the Medicare Hospital Insurance Fund, their annual trustees reports showed on Wednesday.See the Story
Social Security Is Shrinking Faster Than Expected. What It Could Mean for Your Future Checks
Bernie Sanders · United States

Social Security Is Shrinking Faster Than Expected. What It Could Mean for Your Future Checks

53% Left coverage: 15 sources
The Social Security Trustees' annual report projects an earlier insolvency date.See the Story
Merchandise-Trade Deficit Widens on Exports Drop
Donald Trump · United States

Merchandise-Trade Deficit Widens on Exports Drop

50% Right coverage: 4 sources
The U.S. merchandise-trade deficit unexpectedly widened in May on the biggest drop in exports since the onset of the pandemic, while imports were little changed.See the Story

Wealthfront Files Confidentially for US IPO Amid Fintech Revival ...

67% Left coverage: 3 sources
The robo-advisory firm Wealthfront filed confidentially for a US initial public offering, a signal that more financial-technology firms are set to go public after a protracted lull.IPOSee the Story

A financial advisor shares the 4 biggest regrets she sees in retirees

100% Left coverage: 1 sources
Open the article to view the coverage from Business InsiderSee the Story

Volatility breeds interest in fixed-income stability

The baby boomer generation is now in the retirement phase, and many clients want more predictable income and less of a roller coaster with their nest egg.Tariffs · United StatesSee the Story

BlackRock, Vanguard Execs Share Insights at Morningstar Conference

BlackRock's Rick Rieder discusses economic outlook and fixed income opportunities, while Vanguard's Salin Ramji highlights expansion into savings and advice at the Morningstar conference.BlackRock · ChicagoSee the Story

What LPL, Atria layoffs say about the firm's M&A strategies

LPL says its elimination of positions at Atria Wealth Solutions was always part of its plan to acquire the firm, drawing a sharp distinction with what it's doing with Commonwealth Financial Network.Layoffs · BostonRead Article

Money isn't math, it's emotion — especially in scary economic times

Couching hard portfolio data in reassuring stories, similes and metaphors can help financial advisors steer nervous clients through volatile markets.MoneyRead Article

Succession Planning Vacuum Risks Alienating RIA Clients, Next-Gen Leaders

100% Center coverage: 1 sources
What’s the plan? Well, nobody seems to know. With a massive wave of retirements hitting the wealth management industry over the next decade, succession planning might seem like a top priority. However, just 6% of advisors nearing the end of their full-time careers have a fully documented succession plan, according to a report from Kestra Financial and Bluespring Wealth Partners. If they don’t figure out their strategies soon, potential successor…See the Story

As access to alts expands, here's why some advisors remain cautious

They can be illiquid, pricey and opaque, and some advisors say the performance doesn't justify the hype. Others say the assets can offer meaningful advantages.Read Article

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