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.
Emerging adult clients (ages 18-34) want to retire at 61, though many haven’t started planning for retirement yet.
To help its members improve their client-service abilities, MDRT recently coordinated a series of public opinion surveys globally.
We asked high-performing advisors for tips to help financial professionals manage their time, reduce stress, and increase efficiency in 2024.
Although many Americans surveyed believe that working with a financial professional would benefit them, most are not doing so.
Although 90% of adults are confident in their ability to detect financial scams, more than a quarter reported falling victim at some point.
Faced with stress over personal finances, most Americans surveyed say they are planning New Year’s resolutions to conquer their financial goals.
Three financial-services firms – Citi Global Wealth, Bank of America, and JP Morgan – offer their financial outlooks for 2024.
The new year, 2024, will present many new challenges and shifting trends in the insurance industry, according to J.D. Power.
Two life insurance industry experts look ahead at what the industry can expect to see in 2024 – and beyond.
As investors become inundated with financial advice on social media, misguided advice from unqualified sources has become more prevalent.
Americans are feeling experienced with investing, and millennials are emerging as the generation most comfortable with market volatility,
Advisors are adopting AI rapidly, with 8 out of 10 advisors surveyed by MDRT saying they use it for at least one professional purpose.
Half the financial advisors surveyed believe consumers should be more focused on how long-term care (LTC) costs could impact their retirement.
Only one in five affluent investors uses the same advisor as their parents, according to a recent Cerulli Edge study.
Financial advisors believe that generative AI — as it develops and matures — could be a game changer.
Nearly half of investors surveyed believe the 2024 elections will have a bigger impact on their retirement than market performance,
Americans are increasingly worried that taxes on retirement income from 401(k) plans and IRAs will increase, according to an Allianz study.
Nearly four in five wealthy families have had unplanned discussions about wealth, with 26% later regretting it, according to a recent study.
Women are making financial gains on many fronts and modeling healthy money behaviors, according to a survey from Fidelity Investments.
In the past two years, SMAs have experienced more growth than other investment product types, while mutual funds are stagnant, a recent study found.
