Amanda Umpierrez

AARP's research also questioned future beneficiaries on their understanding of the federal program

Sway Research’s mid-year 2026 report looks at trends that are driving growth in mutual fund and CIT assets.

The award recognizes employers who have successfully applied the principles gained through the PSCA CPSP program.

OG Private Wealth said it’s longstanding relationship with MAI Capital Management, along with the latter’s acquisition of Evoke Advisors, strengthened its position in joining the firm

A Gallup and Edward Jones survey found that relatively few Americans use AI for financial guidance, although adoption is significantly higher among younger adults. About one in four Gen Z and Millennial adults reported using AI tools such as ChatGPT or Claude for financial advice, compared with 7% of Baby Boomers. Boomers were much more likely to consult financial advisors, with 55% doing so versus 14% of Gen Z adults. Overall confidence in AI for financial guidance remains limited, with fewer than three in 10 Americans expressing at least some confidence. The research also found that financially stressed adults were more likely to use AI than financially fulfilled adults. However, financially confident people tended to draw on multiple sources, including professional advisors, personal networks, their own research, social media and AI.

Participants who utilize the non-discretionary advice offering will be able to make advisor recommendations directly in the Pontera portal with the help of guided workflows

New research from Allianz Life claims that Americans without children are “significantly less” confident about meeting retirement goals.

Respondents to the University of Maryland analysis favored proposals like increasing the FRA and changing the Social Security COLA formula.

Plus, news from AdvisorFinder, ShareBuilder 401k, and Kestra Financial, in this week's corporate roundup.

Oregon Investment Council, Tigard, approved a new long-term asset allocation for the $104.2 billion Oregon Public Employees Retirement Fund, Salem, that creates a dedicated 7.5% credit portfolio.