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].
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.
Although most Americans fell short of their financial resolutions in 2025, most are optimistic 2026 will be their year for a “resolution rebound.”
Most investors prioritize investments that provide a guaranteed income stream in retirement, while only 66% of advisors share that priority.
Are Americans who have strong financial habits more likely to report better physical and mental health? A new study takes a look.
As 2025 comes to a close, many financial professionals are turning to market forecasts from top financial firms to gain insights into what’s ahead for 2026.
American workers are feeling more optimistic about their retirement finances, but that optimism may be masking some underlying risks.
Investors’ use of online brokerage accounts and newer investment techniques, such as crypto, ETFs, and options trading, are on the rise.
Today, only about one-third of American millionaires consider themselves wealthy, according to a recent study.
Millennials face an unprecedented financial squeeze: Many believe they will have to choose between homeownership and retirement security.
During this time of charitable giving, advisors can help clients be more strategic about their giving decisions.
Many Americans rely on their gut feelings, prayers and vibes when making major purchasing decisions, according to a survey by Life Happens.
Nearly half of Americans surveyed plan to file for Social Security benefits before reaching full retirement age, leaving money on the table.
A T. Rowe Price/MIT study reveals how retirement investors’ allocation preferences and accumulated savings become more diverse with age.
Nationwide is broadening its long-term care (LTC) portfolio with the launch of Nationwide CareMatters Annuity.
The intent to purchase long-term-care insurance (LTCI) appears to be declining among some Americans., according to a Nationwide survey.
