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].
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.
With October being Financial Planning Month, we asked two MDRT members for their recommendations for motivating clients to take action in creating a meaningful financial plan.
While an increasing number of Americans rely on multiple sources of information and advice to make investment decisions, 20% of households cite a financial professional as their primary source, according to a recent survey.
The future of the home and auto-insurance bundle, once a mainstay of property and casualty insurance, customer retention, and lifetime…
Joyce Yoo focuses on helping clients realize their dreams and credits a study group of top professionals with helping her find success.
Health insurance agents who serve the senior market will soon begin their training for Medicare’s Annual Election Period. Many of the general rules governing Medicare remain the same, though some plans and benefits will change.
A recent study, The Journey of African American Insurance Professionals, offers some practical suggestions for recruiting and retaining African Americans, a group that is underrepresented in the industry.
Investors – and their advisors – are looking for strategies on how to stay calm and focused on financial goals during volatile markets.
While 40% of older Americans responding to a recent study said their work was impacted by COVIC-19, retirement expectations for the majority remain unchanged.
Hispanic Heritage Month is an important time for financial professionals to increase their level of engagement with Hispanic Americans and provide them with the financial services they need to build and protect their wealth.
Inflation and market volatility are among the top financial consumer worries, with inflation leading the way with 67% of respondents…
A recent survey reveals that many men are not paying enough attention to their personal health care. And they’re particularly tight lipped about their mental health.
Life insurance coverage among Hispanics is lower than that of any other race or ethnicity in the U.S., according to a 2022 study by Life Happens and LIMRA.
The challenges Americans faced during the last two years have caused many to redefine what is most important to them and rewrite rules to chart a new path. That new journey may require some financial guidance, however.
