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].
Nearly two thirds of U.S. households are now involved in intergenerational wealth transfer, with growth seen in both wealthy and lower-asset households.
More than three-quarters of Americans wish they had more financial literacy in topics like saving, investing, retirement, and budgeting, a recent study finds.
A recent report by Merrill Wealth Management is shedding light on the unique motivators, priorities and challenges faced by affluent Asian American and Pacific Islanders (AAPI) in the U.S.
With costs increasing daily, agents and advisors are looking for ways to stretch their hard-earned dollars. Two industry experts recently offered helpful hints on how to market your practice on a shoestring.
Even in the face of a possible recession and continued market volatility, small and midsized businesses are providing employee benefits at record levels, says a recent survey.
The “danger zone” for employees fully cashing out of their retirement savings plans is 30-39 years old, according to recent analysis based on more than 20 million Fidelity 401(k) participants.
Top financial professionals share advice on what a financial advisor needs to know to serve high-net-worth clients.
Americans cite “clear and understandable fees” as the No. 1 thing they want from financial-services firms, with a higher importance placed on pricing considerations than at any time since 2010.
While 41% of men say their financial situation has improved over the past year, the same holds true for only 26% of women, according to Corebridge Financial’s survey.
Succeeding as a female advisor in today’s male-dominated financial-services industry is not a task for the faint-hearted. Two high-performing female advisors share advice for moving a practice from good to great.
A majority of Generation Z and millennial workers say it’s “very important” for their employers to provide them with mental-wellness benefits, according to a recent survey.
While more than 9 in 10 Americans view financial wellness as important, nearly half report they do not feel financially stable, and nearly one-third have less than $500 in their emergency savings fund, according to a recent survey.
Two industry experts recently shared some tips and techniques to help advisors acquire the clients they need to take their business to the next level of success.
In a recent survey of female financial advisors, more than half of all early-career respondents said “helping people with finances” was their motivation for becoming an advisor. They noted lack of training as a top hurdle early on.
Although middle-income Americans often have limited means, they do present valuable opportunities for agents who are willing to offer the financial guidance they need, especially in today’s volatile economy.
Employers seek to make it easier for their workers to get affordable health coverage, believing health benefits are a valuable recruitment and retention tool, according to a recent EBRI research report.
Though facing challenging economic times in 2022, many consumers who had specific financial goals last year were two to three times more likely to say that various aspects of their personal finances improved, according to a recent study.
Research from LIMRA and the Finseca Foundation has identified some solutions to help address the challenge of retaining financial professionals.
While many recent surveys have shown that women are less financially secure than many other demographic groups, there are 9 steps advisors can take to help change this.
U.S. households that adopt five financial wellness behaviors build more wealth than other households, according to a research report by Hearts & Wallets, which has been tracking these behaviors.
