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 amseka@INNfeedback.com.
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.
The “danger zone” for employees fully cashing out of their retirement savings plans is 30-39 years old, according to recent analysis based on more than 20 million Fidelity 401(k) participants.
Top financial professionals share advice on what a financial advisor needs to know to serve high-net-worth clients.
Americans cite “clear and understandable fees” as the No. 1 thing they want from financial-services firms, with a higher importance placed on pricing considerations than at any time since 2010.
While 41% of men say their financial situation has improved over the past year, the same holds true for only 26% of women, according to Corebridge Financial’s survey.
Succeeding as a female advisor in today’s male-dominated financial-services industry is not a task for the faint-hearted. Two high-performing female advisors share advice for moving a practice from good to great.
A majority of Generation Z and millennial workers say it’s “very important” for their employers to provide them with mental-wellness benefits, according to a recent survey.
While more than 9 in 10 Americans view financial wellness as important, nearly half report they do not feel financially stable, and nearly one-third have less than $500 in their emergency savings fund, according to a recent survey.
