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].
With only one in five affluent investors using the same advisor as their parents, we get some advice on how to engage your client’s children.
Study looks at how team-based practices perform compared to other practices across key measures, including AUM and productivity.
Three professionals share some practical steps advisors can take to tackle their procrastination problems.
National Insurance Awareness Day is a time to remind clients and prospects about the numerous benefits of insurance.
Top advisors share tips on how client review meetings can enhance client satisfaction and identify opportunities for future growth.
Running a thriving practice means not only attracting clients, but also tapping into those clients to gain additional business
About half Gen Z’ers and millennials are excited about how AI could impact their financial lives. What about older Americans?
Americans believe they need $1.46 million to have a comfortable retirement. Can advisors help them meet that magic number?
More than half of those surveyed want to live to 100, according to a new study, but can their retirement funds support that goal?
Although annuities are experiencing record sales, financial professionals may still face objections when trying to sell them.
Exploding consumer engagement with financial services firms is requiring competitors to fight harder for their share of consumers’ wallets.
The right mix for retirement planning doesn’t mean million-dollar portfolios, but, often, advice for “chunky” spending, a recent study finds.
People’s confidence in their retirement plan is linked to their “retirement fluency,” which measures their retirement knowledge.
Although inflation is down significantly from its four-decade high in 2022, it is still the leading financial challenge for many Americans.
As women make their way up the corporate ladder in the largely male-dominated financial services industry, many have faced obstacles.
The “magic number” for a comfortable retirement has reached an all-time high at $1.46M, rising more than 50% since the pandemic began.
Satisfaction with health plan selection is relatively high, but most enrollees spend little time on health plan choice.
Inflation is raising fears among employer-sponsored retirement plan participants that they will run out of money when they retire.
Although Black consumers frequently report facing financial stress, many report optimism that their financial health will improve.
Agents and advisors are focusing on enhancing clients’ financial literacy, providing benefits for both advisor and clients.
