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].
Why it’s vital to establish a formalized relationship and look at ways to go for the win-win.
As advisors increasingly work with clients and prospects virtually as well as in-person, many are looking for ways to successfully carry out one of their most critical tasks: obtaining referrals and introductions.
As Americans continue to grapple with high inflation, a new survey finds nearly half of its respondents are very concerned about inflation, and a third are holding more than 90% of their investable assets in cash.
Young workers are relying on more than their 401(k) plans to save for retirement, as other types of investments are playing a greater role in their long-term wealth plans, according a Schwab Retirement Plan Services study.
High inflation is causing many Americans to skimp on everything from buying groceries to paying for critical health care expenses, according to a recent Nationwide Retirement Institute survey.
During the height of the pandemic, advisors were forced to use remote communications to reach existing clients and acquire new ones. Now that a sense of normalcy has returned, advisors are looking for methods to effectively prospect in today’s hybrid world.
About 8 in 10 respondents to a recent study said they are taking steps to pass on wealth to their heirs, but are not discussing their plans with heirs – in some cases, in order to avoid any conflict such plans may evoke.
With a life insurance gap still present among Black Americans, an MDRT member shares some critical insights agents should keep top-of-mind as they pursue the African- American market.
For the sixth consecutive year, the percentage of uninsured women has increased, according to the 2022 Insurance Barometer Study by LIMRA and Life Happens.
Given inflation spikes and volatile markets, Americans surveyed expect they’ll need $1.25 million for a comfortable retirement – a 20% increase over last year’s expectations, according to recent study.
Agents selling long-term-care insurance (LTCI) have witnessed several important developments recently, including, in some cases, a reduction in new business premiums for the first time in many years.
During November, which is Long-Term Care Insurance Awareness Month, financial professionals will share the message with clients and prospects that obtaining LTCi can help cover the cost of care which the majority of seniors are expected to need.
The overwhelming majority of employees interviewed describe their level of debt as a problem, according to the 2022 Workplace Wellness Survey published by the EBRI and Greenwald Research.
Well into the 4th quarter of 2022, advisors are left with little time to achieve the professional goals they set…
As a follow-up to its Better Money Habits’ Gen Z 2021 research, Bank of America took a deeper dive into that generation’s distinct approach to money, financial priorities, behaviors and challenges.
With inflation at an all-time high, retirees are finding it difficult to make ends meet and many are spending more in 2022 than they can afford, a recent survey finds.
A recent study among 1,000 young insurance professionals found that 92% see themselves remaining at their current insurance job for…
In the search for new clients, many financial professionals are turning to centers-of-influence marketing, which enables them to network with other professionals and grow their business.
Despite market volatility, high inflation and the threat of a recession, retirement “super savers” continue to making savings a top priority, according to a study by Principal Financial Group.
Industry executives attending a recent EBRI symposium discussed the evolution and challenges of implementing financial wellness programs.
