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].
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.
Many Gen Xers are moving closer toward retirement with a lot of uncertainty about the state of their finances.
October is Financial Planning Awareness Month, an opportunity for advisors to engage with existing clients and attract prospects.
Households with $5 to $10 million in investable assets have a high comfort level with market volatility, a recent study finds.
Americans who have both young children and aging parents are struggling to stay on track toward retirement and long-term financial goals.
Concerns about global trade and tariff changes are adding to the financial pressures that many American retirees are facing.
Nearly 3 out of 5 people surveyed said they made regrettable financial decisions based on misleading information they received online
Choosing the right accounts to save into can help younger and lower-asset households, according to a report by Hearts & Wallets.
A new Jackson National study exposes a surprising truth: Risk-averse investors may be vulnerable to a different form of market risk.
Micro 401(k) plans are set to rapidly expand over the next few years due to incentives provided by SECURE 2.0, and states mandates.
