Edelman Marks $10M for Financial Planning School at Rowan University
Ric Edelman, a co-founder of the namesake financial services company, will serve as founding head.
In Practice
Entering the Era of Hyper-Personalization
Artificial intelligence is turning the advisory goal of scalable, individualized financial planning into a reality.
Lagging Security, Excessive AI Access Prevalent in 2 Cybersecurity Surveys
Kroll learned that 80% of respondents increased budgets dedicated to cybersecurity, but nearly three-quarters acknowledged gaps in their strategy.
CFP Board Weighs Keeping College Degree as Certification Requirement
Public comments will be sought once a recommendation is made; no decision is expected in 2026.
How Advisers, Pre-Retirees Can Resist Volatility-Inspired Trades
As financial advisers show concerns about structural economic risks, experts say retirement strategies need long-term focus.
Alight: 401(k) Trading Light in February, Early Days of Iran Conflict
‘Nothing looks like a panic,’ per Alight’s Rob Austin.
Financial Wellness Inextricably Linked to Employee Wellness
Employees who lack financial wellness benefits and advice from their employers are more likely to experience burnout and job turnover.
Mercer Advisors Debuts National ‘Women & Wealth’ Practice
The firm intends to include ‘women-centered financial planning’ in its business priorities, leadership structure and client experience.
How Advisers Can Help Businesses Address Caregiving Needs
The surge of unpaid caregiving is leading to labor turnover and decreased retirement readiness.
Long-Term Care Planning, Without the Emotional Charge
Even when advisers know the importance of preparing for such health care costs, they may lack the confidence to address...
DOL: ESOPs Grew by More than 1M Participants in 10 Years
EBSA revealed progress on its initiative to promote employee ownership and participation.
What Record Life Expectancy Means for Retirement
Longer life expectancies have redefined retirement planning conversations and have raised the stakes for saving.
Financial Wellness Fuels Retirement Wealth Convergence
Advisers are turning employer retirement relationships into broader wealth management opportunities.
How Advisers Can Improve AI Prompts
The effectiveness of artificial intelligence often depends on the quality of one’s prompts and following proper guidelines.
Past the Bots: How to Implement AI for Efficiency
Now that generative artificial intelligence tools have been widely implemented in retirement planning, experts suggest advisers turn to embedded AI...
Why Data Security Is a ‘Shared Responsibility’ for Advisers
Artificial intelligence raises the stakes in the ongoing responsibility to monitor data access and review third-party vendors.
Longevity Risk Requires Accurate Measurements, Adequate Solutions
Advisers can guide clients to find appropriate income options for a potentially lengthy retirement.
Prudential Rolls Out AI, Data-Based Enhancements for Adviser Program
Prudential Advisors intends the updates, including some related to artificial intelligence, to improve processes across the full lead life cycle.
OneDigital Adds Alts to Personalized Portfolios for DC Plans
Private investments have been introduced into OneDigital’s Personalized Portfolio program for 401(k) plan sponsors.
Russell Investments, ICI Join BlackRock, Charles Schwab Among Those Announcing Trump Account Contribution Plans
Several notable corporations have announced their expected match contributions ahead of the pilot program’s July launch.