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].
While many American workers report increased burnout and financial challenges, Hispanics face these issues at a higher rate.
Gen Z employees are more likely to expect a tailored, year-round benefits experience than other employees, according to a recent study.
As 109,093 advisors plan to retire, the rookie-failure rate hovers around 72%, according to “The Cerulli Report—U.S. Advisor Metrics 2023.”
A new study finds flat fees are emerging as a favored way for consumers to pay for financial planning and even for investment management.
Changes in relationships can impact the financial behaviors and mindsets of women, according to a study recently released by Equitable.
Differing generational expectations about when to retire are placing an increased focus on personalized investment strategies.
Emerging adult clients (ages 18-34) want to retire at 61, though many haven’t started planning for retirement yet.
To help its members improve their client-service abilities, MDRT recently coordinated a series of public opinion surveys globally.
We asked high-performing advisors for tips to help financial professionals manage their time, reduce stress, and increase efficiency in 2024.
Although many Americans surveyed believe that working with a financial professional would benefit them, most are not doing so.
Although 90% of adults are confident in their ability to detect financial scams, more than a quarter reported falling victim at some point.
Faced with stress over personal finances, most Americans surveyed say they are planning New Year’s resolutions to conquer their financial goals.
Three financial-services firms – Citi Global Wealth, Bank of America, and JP Morgan – offer their financial outlooks for 2024.
The new year, 2024, will present many new challenges and shifting trends in the insurance industry, according to J.D. Power.
Two life insurance industry experts look ahead at what the industry can expect to see in 2024 – and beyond.
As investors become inundated with financial advice on social media, misguided advice from unqualified sources has become more prevalent.
Americans are feeling experienced with investing, and millennials are emerging as the generation most comfortable with market volatility,
Advisors are adopting AI rapidly, with 8 out of 10 advisors surveyed by MDRT saying they use it for at least one professional purpose.
Half the financial advisors surveyed believe consumers should be more focused on how long-term care (LTC) costs could impact their retirement.
Only one in five affluent investors uses the same advisor as their parents, according to a recent Cerulli Edge study.
