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Benzinga Advisor

Empowering Financial Advisors

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Latest Issues

The $1.2 Million Retirement Problem

Happy Sunday, and welcome to Benzinga’s financial advisor newsletter.

Today we're discussing retirement. Americans now believe they'll need $1.2 million to retire comfortably, but most don't expect to come anywhere close. Read on to see w...

7 days ago

The Next Generation Is Rewriting The Rules Of Investing

Happy Sunday, and welcome to Benzinga’s financial advisor newsletter.

Today we're discussing investment strategy. Traditional portfolios may no longer be enough for Gen Z and Millennial investors. Read on to see why advisors can't afford...

14 days ago

Advisor Spotlight: Lund Financial Management

Happy July, Advisors!

Welcome back to Advisor Spotlight — we're excited to relaunch the series after a brief hiatus.

Each month, we'll feature interviews with leading financial advisors, sharing their stories, perspectives, and the key...

18 days ago

85% Of The Next Generation Wants This

Happy Sunday, and welcome to Benzinga’s financial advisor newsletter.

Today we're discussing financial literacy. While the next generation is eager to learn, a new study reveals they're still missing some of the most important investing b...

21 days ago

Clients Think They’re Ready For Retirement — They're Not

Happy Sunday, and welcome to Benzinga’s financial advisor newsletter.

Today we're discussing retirement planning. While most people believe they're on the right track for retirement, new research suggests confidence and reality don't alwa...

a month ago

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