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 amseka@INNfeedback.com.
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.
Two industry experts share some tips advisors can use to help convert procrastinating prospects into long-term clients.
As the new year approaches, Americans are prioritizing financial health in their resolutions, with debt reduction near the top of the list.
Consumers are more knowledgeable about their saving and investing products than at any other time in the past decade, a recent study found.
Most financial advisors surveyed are bullish on the economy in 2025. How optimistic are they?
When it comes to long-term care insurance, it may be a mistake to overlook the benefits for small businesses.
As 2024 comes to a close, financial advisors are turning to market forecasts for 2025 to gain insights into future trends.
