January 25, 2024 MDRT takes a global look at public opinion on a variety of financial issues To help its members improve their client-service abilities, MDRT recently coordinated a series of public opinion surveys globally.
January 18, 2024 10 time-management tips for a productive 2024 We asked high-performing advisors for tips to help financial professionals manage their time, reduce stress, and increase efficiency in 2024.
January 8, 2024 Despite perceived benefits, most Americans aren’t working with a financial professional Although many Americans surveyed believe that working with a financial professional would benefit them, most are not doing so.
January 5, 2024 Overconfidence exposes many Americans to financial scams Although 90% of adults are confident in their ability to detect financial scams, more than a quarter reported falling victim at some point.
January 1, 2024 Most Americans considering a financial resolution for 2024 Faced with stress over personal finances, most Americans surveyed say they are planning New Year’s resolutions to conquer their financial goals.
December 29, 2023 What’s in store for the markets and economy in 2024? Three financial-services firms – Citi Global Wealth, Bank of America, and JP Morgan – offer their financial outlooks for 2024.
December 28, 2023 Insurers look at challenges, efficiencies for 2024 The new year, 2024, will present many new challenges and shifting trends in the insurance industry, according to J.D. Power.
December 22, 2023 Advisors look ahead to life insurance in 2024 Two life insurance industry experts look ahead at what the industry can expect to see in 2024 – and beyond.
December 20, 2023 Study finds young investors acting on online financial misinformation As investors become inundated with financial advice on social media, misguided advice from unqualified sources has become more prevalent.
December 19, 2023 Millennial investors most comfortable with market volatility, study shows Americans are feeling experienced with investing, and millennials are emerging as the generation most comfortable with market volatility,
December 15, 2023 MDRT finds financial advisors quick to adopt generative AI Advisors are adopting AI rapidly, with 8 out of 10 advisors surveyed by MDRT saying they use it for at least one professional purpose.
December 6, 2023 Americans underestimating LTC cost risk to retirement, study finds Half the financial advisors surveyed believe consumers should be more focused on how long-term care (LTC) costs could impact their retirement.
December 5, 2023 Just 1 in 5 affluent investors use parents’ advisor Only one in five affluent investors uses the same advisor as their parents, according to a recent Cerulli Edge study.
December 1, 2023 Investors bullish on AI as a financial advisor tool Financial advisors believe that generative AI — as it develops and matures — could be a game changer.
November 28, 2023 Survey finds investors worried about 2024 election impacts Nearly half of investors surveyed believe the 2024 elections will have a bigger impact on their retirement than market performance,
November 22, 2023 Americans worried about higher taxes on 401(k)s, IRAs Americans are increasingly worried that taxes on retirement income from 401(k) plans and IRAs will increase, according to an Allianz study.
November 17, 2023 Spontaneous family wealth discussions can lead to regrets Nearly four in five wealthy families have had unplanned discussions about wealth, with 26% later regretting it, according to a recent study.
November 9, 2023 Women gaining ground with their finances, study shows Women are making financial gains on many fronts and modeling healthy money behaviors, according to a survey from Fidelity Investments.
November 7, 2023 SMAs top growth among investment products, survey finds In the past two years, SMAs have experienced more growth than other investment product types, while mutual funds are stagnant, a recent study found.
November 6, 2023 Despite delays in auto repair cycle, customer satisfaction improves Long repair-shop backlogs and lingering parts shortages seem not to have adversely affected customer satisfaction, according to a study.