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].
Couples often face a dilemma when only one spouse qualifies for long-term-care insurance coverage, leaving them on the financial hook to pay for the expenses that are associated with the LTC costs of the spouse who has not qualified for the product.
As some clients age, their financial advisors might take on the added task of helping them manage diminished mental capacity, which includes memory loss and poor financial judgment.
The number of child-free couples in the U.S. is increasing rapidly, creating a niche market for financial planners interested in helping them set and achieve their financial-planning goals.
An increasing number of small-business owners are looking beyond traditional retirement plan support when using financial advisors and are turning to them for financial planning that expands their access to a wide range of plans.
These services extend traditional retirement projections past standard life expectancy to address various issues associated with 30- to 40-year retirement horizons.
A growing number of advisors are adopting a family-centric approach to financial planning. The results can be very fruitful.
Advisors share some of the barriers women face, and a few steps that can help remove these barriers and empower more women to invest.
This is despite 58% of nonretirees saying they’re confident they’ll have enough money to retire from their primary career on schedule.
The latest 2026 Planning & Progress Financial Independence Study from Northwestern Mutual shows just how exposed many Americans are feeling.
Advisory boards help your firm connect with other financial professionals, obtain client feedback and build your company brand.
Financial stress and the rise of supplemental benefits are two trends driving employee benefits in 2026.
Agents and advisors are vital in assisting their clients with the often-challenging process of navigating long-term care insurance underwriting.
Investors will continue to look for ways to protect their savings from market risk, grow their assets and guarantee income in retirement.
Two financial professionals shared some of the strategies that you can use to make sure that your summer months are productive as you try to move your practice to a higher level of success.
Insurance availability has become the determining factor of not only where people live, but also where they store their assets.
Although AI was expected to reduce costs in health care, emerging evidence suggests that it may be increasing spending for many payers.
Younger investors want an advisor to serve as a facilitator for cross-generational retirement and financial planning discussions, while older investors are largely declining to take that step.
Returning home to live with their parents is becoming a defining feature of life for many young adults, according to Thrivent’s fifth annual Boomerang Kids Survey.
Defined contribution plan sponsors increasingly support approaches that help workers convert retirement savings into a dependable income stream.
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.
