Resources

Many families are facing profound change during the next decade. Baby boomers as a group are hitting critical age and health milestones, moving to deaccumulation and spending, selling off equities, real estate, and private businesses, and encountering significant health and long-term care costs. Learn more about how you can engage boomers and their family members—caregivers, inheritors, decision makers, and wealth accumulators—at this critical time. Learn More.

If Gen XYZ investors say they don't need help with investing, yet they enjoy working with a financial advisor, what are they looking for in their advice relationship? Learn more about how younger investors want to engage with you, how their financial goals differ and what drives their satisfaction. Learn More.

Bitcoin, cryptocurrency and digital assets have entered into the everyday vernacular. No longer a topic reserved for those on the cutting-edge, these digital currencies appear poised for mainstream acceptance. This e-book introduces common options for investment exposure to cryptocurrency, along with important factors to consider in evaluating and selecting from those options. Learn More.

Wood said he saw firsthand how a lack of advisor engagement affected his mother after his father's recent passing. Lumiant aims to fix that problem.

Even as clients worry about inflation and rising interest rates, their decisions show a steadily growing faith in the stock market.

Learn from a panel of experts on the current state of open banking in the United States and what you need to know to ensure you have access to the data that will be required to power your investment use cases.

Future retirees felt slightly better about the economy in July, new data shows. But advisors say their clients are still "nervous."

As inflation rages and fears of a recession loom, future retirees are showing historically low confidence in the economy.

In April and May, future retirees showed persistently low confidence in the stock market – and that was before the downturn in June.

The ability of individuals across different income and wealth tiers to access the financial markets has massively increased in the last two years bolstered by technology innovations, the proliferation of data and an expansion of the types of financial products available. That is what you could describe as a democratization of wealth management.