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].
Advisors must ensure their clients feel that their needs are heard and supported.
There are many challenges in selling long-term-care insurance. So, what does it take to rev up sales of this much-needed product?
While nearly half of millionaires surveyed believe their financial plans need improvement, those with financial advisor feel more confident.
New research reveals how consumer feel about retirement income solutions offered within an employer-sponsored retirement plan.
More than half of Americans surveyed said that they do not know much about Social Security or how it will fit into their retirement plan.
A 65-year-old retiring this year can expect to spend a record high in health care and medical expenses throughout retirement, a study finds.
More than two-thirds of financial advisors “always” or “often” recommend exchange traded funds (ETFs) to their clients.
A recent Corebridge life insurance survey finds that misunderstandings around cost could help explain the life insurance coverage gap.
Stacy Lang Kahan and her daughters are building upon the tradition passed down by her father.
Two recent surveys are providing critical insights on ways that financial advisors are using to grow and scale their businesses.
Most Americans agree that it’s important for advisors to exhibit emotional intelligence, both with their clients and themselves.
With annuity demand expected to shatter records again this year, financial professionals should be prepared to discuss annuity options with their clients.
Does having a financial advisor truly make a difference? A recent Northwestern Mutual study has some answers.
When it comes to retaining clients, client communication can prove an asset. What are best practices for client communication?
Sales slumps are inevitable, no matter your experience level. We talk to some experts who can help you break through.
Recent study reveals middle-income Americans represent the largest market opportunity for the financial-services industry.
While nearly all affluent Americans expect to pass down wealth to heirs, only half said they have a plan in place to do so.
Many Americans appear to have another financial risk to worry about: The negative effect that extreme weather could have on their financial future.
A new California law requires high-school students to take a personal finance education course to graduate.
Client feedback helps identify what you are doing well and what needs improvement. But how best to collect this valuable information?
