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].
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.
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.
