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].
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?
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.
