The profession is facing a major transition. Over the next decade, an estimated 100,000 financial advisors (nearly 40% of the workforce) are expected to retire, putting 42% of industry assets in motion. Yet more than one in four advisors do not have a succession plan.

NAIFA is partnering with InvestmentNews magazine in a call for nominations for top advisors who will be celebrated in the magazine’s 2026 Special Reports.

Estate planning continues to evolve, and 2026 is shaping up to bring important developments that financial professionals cannot afford to overlook. From tax updates to shifting rules around inherited retirement accounts, staying current is essential to delivering meaningful value to clients.

NAIFA’s upcoming webinar, "Social Security Literacy and Income Planning: The Missing Link in Insurance and Financial Advice", focuses on one of the most influential yet frequently oversimplified components of retirement planning.

In his address to FSP Institute attendees Feb. 19 in Orlando, NAIFA President Christopher Gandy welcomed the NAIFA members with a powerful reminder: This gathering represents more than advanced education; it represents the future of a profession built on more than 130 years of purpose.

Current data continues to bear out the fact that new year’s resolutions do not stick. In fact, of those who set financial resolutions at the beginning of each new year, statistics tell us that 64% have already given up on them by the end of January. Sadly, just 9% successfully stick with their resolutions throughout the whole year.