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].
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.
Ironically, most who have purchased life insurance say it’s worth the expense, while nearly half of those without it hesitated due to cost.
Peter J. Woo has been appointed board chairperson and president of the Asian American Insurance Network (AAIN), a non-profit organization dedicated to the professional development and growth of Asian-Pacific Islander professionals in the insurance and business industries.
Women of color in the U.S. are committed to writing their own financial narratives to create better outcomes than those who came before them, according to new research from Edelman Financial Engines.
Insurers are showing hiring optimism as 67% of them have plans to increase their staff during the next 12 months.
Nearly two thirds of U.S. households are now involved in intergenerational wealth transfer, with growth seen in both wealthy and lower-asset households.
More than three-quarters of Americans wish they had more financial literacy in topics like saving, investing, retirement, and budgeting, a recent study finds.
A recent report by Merrill Wealth Management is shedding light on the unique motivators, priorities and challenges faced by affluent Asian American and Pacific Islanders (AAPI) in the U.S.
With costs increasing daily, agents and advisors are looking for ways to stretch their hard-earned dollars. Two industry experts recently offered helpful hints on how to market your practice on a shoestring.
Even in the face of a possible recession and continued market volatility, small and midsized businesses are providing employee benefits at record levels, says a recent survey.
