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- Indexed articles, last 90 days
- 18
- Latest publication
- Aug 13, 2026
- Outlet visibility, for InvestmentNews
- Top 1M sites
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- Jul 6, 2026
Latest articles
At Women Advisor Summit, Carolyn McClanahan to tackle the financial challenges of aging (opens the original)
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As clients live longer, financial advisors are increasingly being called on to help navigate challenges that extend beyond investment portfolios. That will be the focus of Carolyn McClanahan’s featured conversation at the upcoming Women Advisor Summit on Nov. 5, where the founder of Life Planning Partners will discuss how advisors can prepare clients for aging, cognitive decline, healthcare decisions, family dynamics and other unexpected events. McClanahan brings a unique perspective to the conv
Estate planning gaps leave families facing steep probate costs, new report finds (opens the original)
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The cost of settling an estate can vary dramatically depending on where someone lives, and those differences are increasingly shaping how Americans approach estate planning. A new report from LegalZoom finds probate costs on a $500,000 estate range from about $5,000 in Texas to roughly $26,000 in California, with some states requiring families to spend more than a year navigating the court-supervised process. Those higher costs and longer timelines are prompting more consumers to consider trusts
Survey finds many Americans don’t know their own net worth (opens the original)
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Many Americans know how much money is in their checking account, but far fewer can estimate their overall net worth, according to a new survey from Western & Southern Financial Group that points to significant gaps in financial awareness. The survey of more than 1,000 Americans found that three in four respondents could not estimate their net worth without checking apps or financial accounts, while one in four said they have never calculated it at all. Just 23% said they regularly track their ne
NorthRock widens Minneapolis reach with Kowalski Financial deal (opens the original)
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NorthRock Partners is expanding its hometown footprint through the acquisition of Kowalski Financial, a Minneapolis-based advisory firm with more than $200 million in assets under management. The deal, announced this week, brings five team members to NorthRock and adds another local office presence for the Minneapolis-headquartered wealth management firm, which has been pursuing a broader national growth strategy centered on its Personal Office model. Kowalski Financial was founded in 2019 and p
Unpaid caregivers face steeper financial hurdles on path to retirement, EBRI finds (opens the original)
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America’s unpaid caregivers are paying a significant financial price for supporting loved ones, with new research suggesting the responsibilities are making it harder to build savings, manage debt and retire with confidence. A report released today by the Employee Benefit Research Institute (EBRI) and Greenwald Research found that nearly three in 10 Americans age 25 and older provided unpaid care to a child or adult over the past year. Those caregiving responsibilities are closely tied to weaker
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