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 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.
Although some high-net-worth individuals might want to self-fund their long-term-care needs instead of buying a long-term care insurance policy, self-funding is not always their best option.
Nearly one-third of U.S. auto insurance customers have experienced a rate increase during the past year, according to the J.D. Power 2023 U.S. Auto Insurance Study.
The retirement confidence of American workers dropped significantly last year, the largest, one-year drop recorded since 2008, according to a recent study.
Three industry experts share their networking tips for advisors.
While most advisors have tools and experience to help them stay organized, the follow-through on goals tends to be the real challenge.
To receive the referrals they need to grow their business, financial advisors must retain happy clients in uncertain economic times.
As consumers grappled with financial challenges, most financial advisors surveyed said they increased their level of client engagement.
Nearly three in four of the respondents to a recent study said they can’t count on Social Security income when planning for their retirement .
Americans’ confidence in having enough money to live comfortably in retirement declined significantly in 2023, according to a recent survey.
It’s time we had the money talk, say 66% of Americans, who say conversations about money are the key to financial freedom. But taboos remain.
We asked two award-winning advisors to share their tips for financial advisors who want to join the ranks of the winners.
Investor satisfaction with investment advisors dropped in year-over-year financial advisor ratings, a recent study found.
An aging workforce, Generation Z, the growing demand for personalized investment advice, and financial wellness were cited as top disruptors of the retirement industry in a recent survey.
