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].
One-third of Americans and more than half of millennials believe AI and robotics will provide their future in-home long-term care.
Helping build client confidence can also help build a practice by increasing client referrals.
As consumers’ use of multiple investment firms has increased, research informs how advisors can increase their investor share of wallet.
While both list rising costs among top concerns, employers feel more satisfied with their financial situation than employees,
Cross-selling often results in increased sales revenue and higher rates of client retention and satisfaction.
The 401(k) plan is becoming non-negotiable for those looking for work, and three in four would refuse a new job if it did not offer one.
Financial advisors share their social media advice, including six do’s and don’ts for Facebook and LinkedIn.
Nearly 70% of participants in a recent survey would like more information about annuities as part of their employer-sponsored retirement plan.
Half of pre-retiree question the long-term viability of Social Security, with 26% fearing the benefit will run out of funds in their lifetime.
During a recent NAAIA, three seasoned insurance agency owners discussed what it took to build a successful agency.
Three industry experts share their thoughts on how to enhance this valuable skill.
A growing number of advisors are spurning the “spray and pray” approach, and turning to niche marketing to attract their ideal clients.
Although nearly half of Gen Z say they need life insurance, many have not purchased a policy. Experts discuss 5 reasons why not.
One-third of financial advisors don’t have enough time to spend with clients, potentially affecting client relationships, says a recent survey.
While most Americans will need some type of long-term care, a recent survey revealed that only 54% of financial professionals recommend or offer LTC protection to their clients.
Due to an increasing concentration of wealth, growth in taxable assets has surpassed the growth of retirement assets, a recent survey found. As a result, families with $2 million-plus now control $45.3trillion in investable assets.
The increase in the number of Americans who are facing a shaky financial future due to their lack of retirement preparedness is of grave concern to many financial professionals.
A recent study of inheritors’ behaviors found many who were introduced early on to their family’s advisor went on to work with that advisor.
Three industry professionals share tips on how financial advisors can power up their agencies for future growth during the summer slump.
Despite facing significant economic headwinds, millennials have a solid financial foundation, according to a recent survey.
