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].
Researchers behind a study of U.S. adults who work with a financial advisor believe those who work with an advisor and who identify themselves as disciplined financial planners may sleep better at night and be happier.
We asked three financial advisors to share how they are using social media to write millions of dollars in life insurance and annuities each month.
We asked three financial advisors to share how they are using social media to write millions of dollars in life…
A recent LIMRA study focusing on employees benefits found an increasingly diverse workforce is seeking more robust work/life benefits in addition to salary.
About 70% of retires wished they had saved or invested more earlier, according to a recent EBRI retirement survey. About half (53%) said they did not have a written financial plan or a strategy.
This year’s Retirement Confidence Survey (RCS) found that LGBTQ Americans are less confident than non-LGBTQ Americans in believing that they have sufficient financial assets to live comfortably in retirement.
Survey finds 75% of U.S. Millennials have a professional financial advisor—a higher percentage than either Generation X (67%) or Baby Boomers (70%)— and 86% have clear financial goals.
Rising auto-insurance rates have lowered driver satisfaction with price, leading to a surge in consumers shopping for new policies while…
The City of Memphis is taking steps to help its workers manage their debt and achieve financial security with financial wellness programs.
While many small and mid-sized businesses are showing financial improvement compared to last year, new challenges are raising concerns, especially inflation, according to the Principal Financial Group.
Workers want to focus on their retirement savings but face many challenges, especially debt. These findings are from the 32nd annual Retirement Confidence Survey, conducted by the Employee Benefit Research Institute and Greenwald Research.
Nearly half (42%) of American households with $500,000 to under $2 million have four or more financial relationships, up from 36% of households in 2020, a new survey finds.
MetLife’s 20th annual U.S. “Employee Benefit Trends Study” finds that job satisfaction at a low point among U.S. workers. The least satisfied workers are “zillennials,” a micro-generation that was born between 1993 and 1998.
An increasing number of employers are offering financial-wellbeing programs to their employees as they seek to improve overall worker satisfaction, reduce financial stress, increase productivity, and make improvements to retirement plans and other employee-benefit programs.
Three innovative financial offerings – cryptocurrency, fractional stock shares and securities-based lines of credit (SBLOCs) – are going mainstream, with penetrations in the double digits among U.S. households, especially among younger investors.
A new study from the Million Dollar Round Table reveals that 56% of Americans want their finances to be handled by a mix of people, robo-advisors and other technological tools.
Average HSA balances increased once again to $3,622. New accounts had relatively smaller balances, while older accounts had higher balances.
The world has changed dramatically since the pandemic began, and according to new U.S. Bank research, so has the way women manage their money.
In a recent research report, Americans report their top five biggest financial-advice gaps. The results reveal a need for more active financial planning.
Hispanics are the most likely demographic group (26%) to say they feel “motivated” when thinking about financial planning in the current environment, according to a survey by Lincoln Financial Group.
