Ayo Mseka has more than 30 years of experience reporting on the financial services industry. She formerly served as editor-in-chief of NAIFA’s Advisor Today magazine. Contact her at [email protected].
Advisors expect that 54% of clients will receive ongoing comprehensive planning advice by 2027, up from the current 48%, according to the latest Cerulli Edge—U.S. Advisor Edition.
Although Americans are bracing for a higher tax burden in retirement, most are not doing proactive, year-round tax planning to mitigate their exposure.
A concerning gap exists between widespread investor awareness of policy issues and meaningful planning conversations that address these risks, a recent survey revealed.
Young investors may seek out finfluencers because they feel more connected with them in terms of their background, age or life situation.
Only 40% of Americans are extremely or very confident in their ability to make and execute financial decisions, according to a Corebridge Financial survey.
The “magic number” Americans believe they need to save for a comfortable retirement climbed to $1.46 million in 2026 – $200,000 more than last year and in line with 2024 estimates.
Although 83% of Americans say they’re comfortable in talking about money with at least one person, most of them are silent when it comes to admitting financial struggles to others who are close to them, including family, friends and coworkers.
Middle-market and mass-affluent households are becoming increasingly important for providers and advisors as their wealth grows and they represent a $25 trillion market opportunity.
As investors increasingly seek advice that goes beyond portfolio construction and performance, new research highlights charitable-giving conversations as an under-realized aspect of financial planning.
A sizable number of Americans – particularly young adults – are investing in or are considering investing in high-risk/speculative assets such as prediction markets, sports betting and cryptocurrencies.
Only 38% of affluent investors are comfortable with artificial intelligence, according to Cerulli Edge-U.S. Retail Investor Edition.
Persistent and rising health care costs, coupled with longer life expectancies, are driving a sharp rise in retirement anxiety, according to MetLife’s new 2026 Paycheck or Pot of Gold Study.
What do these early-onset health conditions mean for insurance?
Americans of all ages are hopeful about improving their financial situations this year. But the financial goals for each generation vary.
A recent study reveals a surprising generational divide in retirement planning and looks at how generations differ in their approach.
According to MetLife research, less than half of America’s workforce is holistically healthy, as employees battle rising costs and employers balance investing in benefits.
Increasing longevity should change the way people prepare for, transition to and live in retirement.
Why are an increasing number of households in the U.S. moving investable assets across their financial stores? A recent study takes a look.
Although financial advisors offer a range of services, affluent clients are focusing on just a few key services.
Americans are envisioning their retirement years as a launchpad for adventure, active living, and passion projects.
