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News
The Guidance Gap « ADVISOR Magazine
3+ day, 12+ hour ago (157+ words) NEW YORK, Aug. 12, 2026 /PRNewswire/ — Betterment, a trusted wealth and savings platform, released its 2026 Retail Investor Survey, the fourth annual look at how retail investors navigate financial decisions and what shapes their confidence. This year’s findings show how quickly the…...
Tim Gerend Named One of America’s Best CEOs in 2026 by Glassdoor « ADVISOR Magazine
3+ day, 9+ hour ago (669+ words) Tim Gerend Named One of America’s Best CEOs in 2026 by Glassdoor lifehealth.com Tim Gerend Named One of America's Best CEOs in 2026 by Glassdoor Ranks No. 7 nationally based entirely on anonymous feedback from companies’ talent MILWAUKEE, Aug. 12, 2026 /PRNewswire/ — Northwestern Mutual…...
Asset Managers Rethink Product Team Structure
3+ day, 12+ hour ago (355+ words) lifehealth.com Asset Managers Rethink Product Team Structure As product complexity rises, asset managers reassess how product teams are staffed and deployed August 12, 2026, BOSTON—Asset managers are expanding product capabilities across vehicles, solutions, asset classes, and geographies, creating new demands…...
Financial Uncertainty Pushes Workers To Delay Retirement
3+ day, 11+ hour ago (217+ words) Employers cite financial security concerns as the leading reason employees are delaying retirement, with rising cost of living and inflation (71%) topping the list. Healthcare costs and concerns about outliving retirement savings are also contributing to workers reassessing when and how…...
National Financial Awareness Day Offers Opportunity For Advisors Seeking Gen Z Connections
3+ day, 12+ hour ago (238+ words) OMAHA, Neb., August 11, 2026 â With National Financial Awareness Day approaching on August 14, new survey data indicates financial awareness and financial literacy are not the same thing â and nowhere is this more true than with Gen Z, even though these…...
Holding To Your Financial Habits
4+ day, 14+ hour ago (171+ words) CHICAGO, Aug. 11, 2026 /PRNewswire/ — Most Americans don’t need more financial adviceâthey need help turning good intentions into lasting financial habits. The survey also found Americans have embraced virtually every major money management toolâfrom spreadsheets (28%) and budgeting apps (26%), to…...
Everyone Talks About Nearshoring. Few Start With The Job
4+ day, 15+ hour ago (464+ words) “The first question is always what the job requires,” said Bryan DiGiorgio, Founder and CEO of 1840 & Company, a global staffing and business process outsourcing provider. “If the work does not need to be local, a company can look anywhere and…...
The First Dollar « ADVISOR Magazine
4+ day, 14+ hour ago (285+ words) Children today have unprecedented access to financial technology. Yet many parents and grandparents question whether convenience is translating into the knowledge, habits, and confidence needed to manage money successfully as adults. Only about three in ten (29%) parents and grandparents believe…...
2026 U.S. Life Insurance Sales
4+ day, 15+ hour ago (160+ words) WINDSOR, Conn., Aug. 11, 2026âTotal U.S. individual life insurance new annualized with excess premium rose 3% year over year to $4.7 billion in the second quarter of 2026, according to preliminary results from LIMRAâs U.S. Life Insurance Sales Survey. The number…...
Christian Mango Named Retirement Advisory Practice Leader By Edelman Financial Engines
4+ day, 16+ hour ago (367+ words) lifehealth.com Christian Mango Named Retirement Advisory Practice Leader By Edelman Financial Engines Mango will lead the growth of EFE’s Retirement Plan Services business BOSTON–(BUSINESS WIRE)–Edelman Financial Engines (EFE), one of the nation’s leading independent wealth planning1 and workplace2 investment…...