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 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.
There is a critical disconnect between how financial advisory firms market themselves and how consumers choose their advisors.
Crafting an effective value proposition is one of the key ways for a financial advisor to set themselves apart from the competition.
Advisors reported having increased their current assets under management in model portfolios, according to State Street Global Advisors
What are some of the emerging trends in employee benefits in 2025? We ask an expert what employees are looking for.
When it comes to affluent investors, do they prefer having multiple specialists or a single financial services provider?
A recent study by Jackson National has found a vast underestimate by retirees and financial professionals of various retirement costs.
Two experts provide advice on how to identify prospects who are most likely to be interested in purchasing long-term-care insurance.
An IRIC report forecasts the evolution of defined contribution plans in 2025 to improve support of workers’ long-term financial security.
inancial wellness support has emerged as a key advantage in attracting and retaining top talent, according to new research from Lincoln Financial.
