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].
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.
Four of five U.S. households (82%) think about working toward long-term financial goals, with half (54%) having a plan. But only one-third of households with plans report having written plans.
As Women’s History Month comes to a close, Turner spoke with InsuranceNewsNet and shared some of the steps she took on her way to the top, the challenges she encountered along the way, and her advice to other women for making it to the next level of success.
As many professionals look for ways to move up the corporate ladder, a growing number of them are making use of a personal board of directors (PBDs) — a small group of people whose job is to advise, inspire, and guide them toward a successful and rewarding career.
The pandemic impact on talent is just one trend explored in the EY 2022 Global Insurance Outlook. It takes into consideration three trends that are particularly important in the coming months.
New research by the Society of Actuaries Research Institute finds that Gen Xers do not appear to be as well prepared as older generations for retirement.
Meeting in person provides better opportunities for attendees to network, meet influencers and industry experts face-to-face, and stay connected with friends and colleagues, association executives say.
What does it take for advisors to be not only successful, but to maintain success over a long period? Brian Haney discusses some tried-and-true strategies he developed over many years running a successful advisory firm.
Shifting from a corporate office to a home-office environment because of social-distancing requirements brought on by the pandemic has created a few obstacles for producers trying to grow their practices.
Given the current heightened awareness of long-term care, financial advisors are having more prospects reach out to them to begin proactive conversations around what a long-term care event might mean for them and their families.
While it is often seen as a network for job hunting and recruiting workers, LinkedIn can also be an excellent tool for advisors to gain introductions and referrals from their clients.
