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].
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.
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.
Money worries of middle-income Americans are translating into anxieties about insurance, including life insurance, according to the panel at a LinkedIn Live event yesterday.
The average millennial in the U.S. owes $117, 000, according to a recent survey. This staggering amount of debt is preventing many of them from saving for major adult milestones while also creating an opportunity for financial advisors.
Client testimonials and endorsements can be powerful enticements for prospects seeking to understand the benefits they will gain if they choose to work with a specific advisor.
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.
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.