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].
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?
While more than 4 in 10 Americans named inflation as a major financial concern, the U.S. political environment was their top economic worry.
A financial advisor’s lifetime relationship with a 55-year-old client can be highly valuable. But what is the average worth in dollars and cents?
A Jackson National Life’s study has revealed a gap between individual’s perceptions of retirement costs and their financial preparedness.
A recent survey reveals consumers’ continuing struggles with high inflation are having a “large impact” on their finances.
The CFP Board has published a guide to assist professionals in using generative artificial intelligence (AI) in their professional services.
LIMRA’s AI Governance Group launches tools and resources to help life insurance companies effectively adopt AI.
According to a Nationwide survey, shared insurance policies are emerging as a key symbol of trust and commitment among couples.
Two recent studies provide some critical insights into the goals and challenges of women investors, and how they select financial advisors.
Alliance for Lifetime Income’s 2024 annual study finds significant gaps between financial professionals and investors.
T. Rowe Price offers their research-based insights on major themes they expect to shape the retirement landscape this year.
Does your investor client understand the fees they are paying? A recent Hearts & Wallets study answers this question.
A recent study tries to capture Americans’ views on how lawmakers should address Social Security’s long-term financing gap.
