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Ayo Mseka

Ayo Mseka is editor of NAIFA’s Advisor Today magazine. She may be contacted at [email protected]

May 19, 2022

City of Memphis Helps Employees With Financial Wellness Programs

The City of Memphis is taking steps to help its workers manage their debt and achieve financial security with financial wellness programs.

May 11, 2022

Attracting, Retaining Workers Among Top Worries for Small Businesses

While many small and mid-sized businesses are showing financial improvement compared to last year, new challenges are raising concerns, especially inflation, according to the Principal Financial Group.

May 9, 2022

Retirees And Workers Remain Optimistic Amid Challenges, EBRI Says

Workers want to focus on their retirement savings but face many challenges, especially debt. These findings are from the 32nd annual Retirement Confidence Survey, conducted by the Employee Benefit Research Institute and Greenwald Research. 

May 9, 2022

Americans Spread Their Money Across More Firms, Survey Finds

Nearly half (42%) of American households with $500,000 to under $2 million have four or more financial relationships, up from 36% of households in 2020, a new survey finds.

May 4, 2022

Job Satisfaction Hits 20-Year Low Among U.S. Workers, MetLife Finds

MetLife’s 20th annual U.S. “Employee Benefit Trends Study” finds that job satisfaction at a low point among U.S. workers. The least satisfied workers are “zillennials,” a micro-generation that was born between 1993 and 1998.

May 2, 2022

EBRI: Financial Wellness Efforts Lead To Increased Retirement Plan Assets

An increasing number of employers are offering financial-wellbeing programs to their employees as they seek to improve overall worker satisfaction, reduce financial stress, increase productivity, and make improvements to retirement plans and other employee-benefit programs.

Crypto, Fractional Shares And Securities-Based Credit Lines Go Mainstream

April 21, 2022

Three innovative financial offerings – cryptocurrency, fractional stock shares and securities-based lines of credit (SBLOCs) – are going mainstream, with penetrations in the double digits among U.S. households, especially among younger investors.

April 14, 2022

No Go For The Robo: Study Finds Americans Still Value Human Advisors

A new study from the Million Dollar Round Table reveals that 56% of Americans want their finances to be handled by a mix of people, robo-advisors and other technological tools.

April 12, 2022

Could The Uber Popular HSAs Be The Face Of Health Care Reform?

Average HSA balances increased once again to $3,622. New accounts had relatively smaller balances, while older accounts had higher balances.

April 11, 2022

New Generation Of Women Investors Redefining Wealth And Influence

The world has changed dramatically since the pandemic began, and according to new U.S. Bank research, so has the way women manage their money.

April 1, 2022

Study: Americans Emerge From Pandemic In Need Of Financial Advice

In a recent research report, Americans report their top five biggest financial-advice gaps. The results reveal a need for more active financial planning.

April 1, 2022

Hispanics Feel More Motivated When It Comes To Financial Planning

Hispanics are the most likely demographic group (26%) to say they feel “motivated” when thinking about financial planning in the current environment, according to a survey by Lincoln Financial Group.

April 1, 2022

Roses, Chocolates And … A Financial Plan? Couples Love Security: Study

Four of five U.S. households (82%) think about working toward long-term financial goals, with half (54%) having a plan. But only one-third of households with plans report having written plans.

March 24, 2022

Ohio National CEO Barbara Turner Had To ‘Work Even Harder’ To Prove Worth

As Women’s History Month comes to a close, Turner spoke with InsuranceNewsNet and shared some of the steps she took on her way to the top, the challenges she encountered along the way, and her advice to other women for making it to the next level of success.

March 21, 2022

The 5 Types Of Mentors Every Advisor Should Have In Their Life

As many professionals look for ways to move up the corporate ladder, a growing number of them are making use of a personal board of directors (PBDs) — a small group of people whose job is to advise, inspire, and guide them toward a successful and rewarding career.

March 15, 2022

E&Y: Insurers Need To Step Up And Meet Employee Needs Or Face Exodus

The pandemic impact on talent is just one trend explored in the EY 2022 Global Insurance Outlook. It takes into consideration three trends that are particularly important in the coming months.

March 7, 2022

Is Generation X Truly Ready For Retirement?

New research by the Society of Actuaries Research Institute finds that Gen Xers do not appear to be as well prepared as older generations for retirement.

March 4, 2022

Trade Associations Line Up In-Person Conferences For The Rest Of 2022

Meeting in person provides better opportunities for attendees to network, meet influencers and industry experts face-to-face, and stay connected with friends and colleagues, association executives say.

Award-Winning Advisor Shares Five Steps For Sustainable Success

March 3, 2022

What does it take for advisors to be not only successful, but to maintain success over a long period? Brian Haney discusses some tried-and-true strategies he developed over many years running a successful advisory firm.

February 28, 2022

How To Keep Producing Strong Despite Work-From-Home Distractions

Shifting from a corporate office to a home-office environment because of social-distancing requirements brought on by the pandemic has created a few obstacles for producers trying to grow their practices.

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