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].
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.
Feelings of being experienced investors are at the highest for consumers since 2010, even as receptivity toward paying for advice improves.
A strategic balance of annuities and systematic withdrawals is key to optimal retirement outcomes, a new study found.
Middle-income households are generally applying strong retirement savings habits and behaviors, according to a recent survey.
While a recent study credits employers for helping improve workers’ financial health, financial advisors also can assist clients in this way.
Financial advisory practices that incorporate comprehensive services, including a written financial plan, are more successful.
Americans are increasingly concerned about the future of Medicare, with many fearing that the program will not be around when they need it.
A new survey by One America Financial is shedding light on the needs, barriers and challenges consumers face on their long-term care journey.
Many members of Gen Z are not following the traditional path to retirement, according to a study by the TIAA Institute.
Americans see risk reduction in the face of market volatility as their key requirement for financial advisors.
Hispanics Americans report having the lowest ownership among any racial or ethnic group over the last decade, according to a recent study.
What are the methods that financial advisors can use to differentiate themselves, drive business and grow their financial practices?
Caring for both children and parents or relatives has hurt the ability of women in the sandwich generation to save for their financial goals.
Nearly 4 in 5 Americans expect their personal finances to decline if their preferred candidate loses the presidential race.
Before she became New York Life’s highest-producing Latina advisor, Elizabeth Dipp Metzger was a young mother helping her husband sell insurance.
