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].
In the face of The Great Wealth Transfer, it is important for wealth managers to follow best practices, according to The Cerulli Report.
Some helpful tips that financial professionals can use to increase their chances of selling LTCI to their younger prospects and clients.
Most financial advisors are working with clients who have caregiving responsibilities. Most believe caregivers require more support.
Retirement is a significant emotional transition that many clients “simply aren’t emotionally prepared for,” according to the FPA.
U.S. small business owners want to invest more in workplace solutions for their employees’ health and finances.
of 25 and 39 is “highly important” or “critical.”
The movement to fee-based services is being driven by a move from commissions to asset-based fees among wirehouse and broker/dealer channels.
We often read about consumers’ need for long-term care, but what do consumers think about the need for such protection?
The majority of young Americans are placing too much emphasis on building wealth without dedicating enough to protecting those assets.
Millions of single Americans will face retirement without a partner, adding financial strain to this significant life transition.
May is Disability Insurance Awareness Month, time for agents and advisors to raise awareness about the importance of income protection.
CFP professionals are warning expiring tax cuts could pose significant risks to their clients’ financial goals.
A new TIAA Institute study in collaboration with MIT AgeLab asks respondents if they are satisfied with the financial advice they receive.
Two experienced financial professionals discuss what it takes to successfully sell LTCI in a workplace or group setting.
Cold-calling prospects is not a task for the faint-hearted. It requires a positive mindset, accepting rejection, and perseverance.
Three experts offer some helpful hints on how financial professionals can make the most of their client’s life milestones.
Do annuities help financial advisors create long-lasting relationships with their clients? A recent survey has some answers.
Americans’ low level of financial literacy makes a compelling case for advisors to help clients enhance their level of financial knowledge.
With additional tariffs recently announced by President Trump, Americans are increasingly worried about high inflation, a new study finds.
With more than half of financial advisors finding acquisition of new clients a challenge, what do they need to know to grow their practice?
