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].
Industry executives attending a recent EBRI symposium discussed the evolution and challenges of implementing financial wellness programs.
With October being Financial Planning Month, we asked two MDRT members for their recommendations for motivating clients to take action in creating a meaningful financial plan.
While an increasing number of Americans rely on multiple sources of information and advice to make investment decisions, 20% of households cite a financial professional as their primary source, according to a recent survey.
The future of the home and auto-insurance bundle, once a mainstay of property and casualty insurance, customer retention, and lifetime…
Joyce Yoo focuses on helping clients realize their dreams and credits a study group of top professionals with helping her find success.
Health insurance agents who serve the senior market will soon begin their training for Medicare’s Annual Election Period. Many of the general rules governing Medicare remain the same, though some plans and benefits will change.
A recent study, The Journey of African American Insurance Professionals, offers some practical suggestions for recruiting and retaining African Americans, a group that is underrepresented in the industry.
Investors – and their advisors – are looking for strategies on how to stay calm and focused on financial goals during volatile markets.
While 40% of older Americans responding to a recent study said their work was impacted by COVIC-19, retirement expectations for the majority remain unchanged.
Hispanic Heritage Month is an important time for financial professionals to increase their level of engagement with Hispanic Americans and provide them with the financial services they need to build and protect their wealth.
Inflation and market volatility are among the top financial consumer worries, with inflation leading the way with 67% of respondents…
A recent survey reveals that many men are not paying enough attention to their personal health care. And they’re particularly tight lipped about their mental health.
Life insurance coverage among Hispanics is lower than that of any other race or ethnicity in the U.S., according to a 2022 study by Life Happens and LIMRA.
The challenges Americans faced during the last two years have caused many to redefine what is most important to them and rewrite rules to chart a new path. That new journey may require some financial guidance, however.
Money worries of middle-income Americans are translating into anxieties about insurance, including life insurance, according to the panel at a LinkedIn Live event yesterday.
More and more financial advisors are turning to LinkedIn to help form relationships and grow their businesses.
In a few short weeks, the life insurance industry will be participating in Life Insurance Awareness Month. LIAM, the public…
The average millennial in the U.S. owes $117, 000, according to a recent survey. This staggering amount of debt is preventing many of them from saving for major adult milestones while also creating an opportunity for financial advisors.
Client testimonials and endorsements can be powerful enticements for prospects seeking to understand the benefits they will gain if they choose to work with a specific advisor.
Researchers behind a study of U.S. adults who work with a financial advisor believe those who work with an advisor and who identify themselves as disciplined financial planners may sleep better at night and be happier.
