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].
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.
Financial advisors believe that generative AI — as it develops and matures — could be a game changer.
Nearly half of investors surveyed believe the 2024 elections will have a bigger impact on their retirement than market performance,
Americans are increasingly worried that taxes on retirement income from 401(k) plans and IRAs will increase, according to an Allianz study.
Nearly four in five wealthy families have had unplanned discussions about wealth, with 26% later regretting it, according to a recent study.
Women are making financial gains on many fronts and modeling healthy money behaviors, according to a survey from Fidelity Investments.
In the past two years, SMAs have experienced more growth than other investment product types, while mutual funds are stagnant, a recent study found.
Long repair-shop backlogs and lingering parts shortages seem not to have adversely affected customer satisfaction, according to a study.
Concerns about the economy, fear of recession, and high levels of debt are causing many Americans to make difficult choices.
Helping build client confidence can also help build a practice by increasing client referrals.
Financial technology – especially client portals – can have a profound impact on advisors and their clients, according to a recent study.
More than one-third of U.S. adults surveyed express shaken confidence in their retirement preparedness, according to a recent study.
Many younger Americans believe that financial stability is a stronger determinant of personal happiness than the person they marry, a recent study finds.
The majority of investors surveyed believe that artificial intelligence is a game changer and will enable them to better serve their clients.
Faced with a wide range of financial challenges, many Americans are feeling financially defeated, with only one in 10 saying they are living their definition of financial freedom.
The vast majority of engaged couples surveyed fear their wedding costs may adversely impact their financial well-being.
New Hampshire Insurance Department is working to build consumer awareness of health care pricing to help control costs.
The exodus of insurers from states affected by catastrophic events is an opportunity for remaining carriers, according to a recent study.
