Advisors Push Clients to Swap Private Credit for BDCs
(Bloomberg) — On paper, it seems like a no-brainer trade: Cash out of one private credit fund at…
Average 401(k) Balances in Your 50s: See How Your Retirement Savings Compare and What Affects Your Total
Credit: courtneyk / Getty Images Key Takeaways The median retirement balance for middle-income workers in their 50s is…
Element Wealth Advisors Partners with Bluespring Wealth to Strengthen Planning-First Financial Advice
AUSTIN, Texas–(BUSINESS WIRE)–Bluespring Wealth (“Bluespring”), a leading acquirer of independent wealth management firms, today announced the acquisition of…
Why people don’t save more for retirement | Life Lessons
These days, most people are expected to self-fund their own retirement, but many people are falling short and…
Altruist Opens Waitlist for AI Financial Planning Tool
Altruist has opened a waitlist for early access to its artificial intelligence-powered financial planning feature within Hazel, its…
AI-Native Wealth Manager Arca Secures $64M in Funding
Rron Rexha, a former product leader at Plaid, has come out of stealth mode with his new company,…
Kestra affiliate Element Wealth Advisors acquired by Bluespring Wealth
Acquisition gives Atlanta planning firm operational backing while protecting client relationships built over years. Element Wealth Advisors, an…
‘It’s not just for old rich people’: the case for making your estate plan now | Money
Noelle McEntee wants you to know that wills and trusts are not just for old, rich people. “You…
Annuity options are growing in 401(k)s, but adoption remains limited
Americans are increasingly worried that retirement will be less secure for them than it was for their parents.…
The Retirement Income Bet That Takes 12 Years To Pay Off
Quick Read A $50,000 income stream growing 8% annually overtakes a flat $80,000 payout in year 8 and…
Burke Wealth Management’s Thoughts on the Impact of AI on Snowflake (SNOW)
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” first-quarter 2026 investor letter. A copy of…
Advisors project steady AUM growth even as AI and generational change reshape the business
New Natixis research shows U.S. wealth managers posted 12.5% AUM growth last year – but client behavior and…