News
The Decumulation Planning Gap
4+ hour, 8+ min ago (647+ words) HOUSTON(BUSINESS WIRE)New research from Corebridge Financial reveals a retirement paradox: Even though fulfilling retirement dreams will likely require spending, many struggle with the thought of drawing down retirement savings to fund them. However, those with a decumulation plan…...
2026 State Of Financial Planning Fees
1+ mon, 4+ day ago (149+ words) The study's findings include: Advisors looking to explore these findings further can join us at Envestnet Elevate 2026, taking place May 19-20 at the Phoenix Convention Center in Phoenix, AZ. The event will feature discussions and demos from top thought leaders focused…...
Over 40% Of U. S. Financial Advisors See Wealth Transfer As An Existential Threat To Business
1+ mon, 3+ week ago (148+ words) With Baby Boomers having shaped advisor relationships for decades, the coming generational wealth transfer will require advisors to adapt to spouses and heirs with different risk profiles and preferences. The interests of younger investors surveyed lean towards specific asset classes…...
2026 Estate Planning " ADVISOR Magazine
2+ mon, 3+ day ago (718+ words) Those with a will (will ownership) fell 5 points in a single year, dropping from 31% in 2025 to 26% in 2026. Trust ownership rose from 11% to 14% over the same period, suggesting that Americans who are taking action are increasingly choosing more comprehensive planning vehicles....
The Hidden Barriers To The Great Wealth Transfer
2+ mon, 2+ week ago (267+ words) Nearly 60% of families expect wealth transfers to occur within the next decade, but despite the scale and proximity of the transfer, the study finds many households lack the knowledge, financial plans or legal documentation necessary to protect and pass on…...
Financial Planning Review Breakthrough Recognition Will Boost Faculty Tenure Opportunities And Strengthen The Profession
3+ mon, 1+ week ago (350+ words) WASHINGTON, D. C. , February 26, 2026 " CFP Board has announced that its peer'reviewed academic journal, Financial Planning Review (FPR), has been included in the Australian Business Deans Council (ABDC) Journal Quality List (JQL) " a recognition that underscores the journal's growing prominence in global academic…...
Guiding Families Through The Great Wealth Transfer
5+ mon, 5+ day ago (471+ words) The Great Wealth Transfer is no longer a thing of the future " it's happening now. As we enter 2026, trillions of dollars are poised to move from the Silent Generation and Baby Boomers to younger generations. According to a recent survey…...