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].
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.
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.
