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].
Concerns about the economy, fear of recession, and high levels of debt are causing many Americans to make difficult choices.
Helping build client confidence can also help build a practice by increasing client referrals.
Financial technology – especially client portals – can have a profound impact on advisors and their clients, according to a recent study.
More than one-third of U.S. adults surveyed express shaken confidence in their retirement preparedness, according to a recent study.
Many younger Americans believe that financial stability is a stronger determinant of personal happiness than the person they marry, a recent study finds.
The majority of investors surveyed believe that artificial intelligence is a game changer and will enable them to better serve their clients.
Faced with a wide range of financial challenges, many Americans are feeling financially defeated, with only one in 10 saying they are living their definition of financial freedom.
The vast majority of engaged couples surveyed fear their wedding costs may adversely impact their financial well-being.
New Hampshire Insurance Department is working to build consumer awareness of health care pricing to help control costs.
The exodus of insurers from states affected by catastrophic events is an opportunity for remaining carriers, according to a recent study.
A new onboarding study reveals that companies have just 44 days on average to convince new hires to stay.
About 8 out of 10 business owners surveyed expressed worries that specific events or losses would have the potential to affect their business. Life insurance and business owners policies tied as the top concerns.
Recent research sheds new light on individual-investor reactions to direct indexing in order to inform product and innovation strategies.
LIMRA and LOMA execs shared some insights and advice about why more women aren’t buying life insurance and what advisors can do about it.
A recent LIMRA surveyed revealed that consumers choosing to work with a financial professional value a holistic approach.
Low levels of financial literacy could be costing the average U.S. household over $5,000 every year, according to a recent study.
Flexible Lifestyle Spending Accounts , or LSAs, have experienced double-digit increases across companies of all sizes, a recent study found.
Only 10% of non-retired Americans will wait until 70 to receive their maximum Social Security benefit payments, according to a recent survey.
Medicare Advantage plans are the fastest growing segment of the health insurance market, according to a recent J.D. Power study.
Financial advisors reported that 40% of their retiree clients were forced into retirement, according to a recent survey by Edward Jones.
