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].
As they look for ways to advance their careers, a growing number of agents and financial advisors are using a ‘personal board of directors.’
The possibilities appear to be endless for using generative AI in the property and casualty insurance industry. We asked an expert to bring us up to date.
Nearly 8 out of 10 (78%) of near retirees failed or barely passed the latest Social Security retirement benefits quiz from MassMutual.
How financial advisors can overcome buyer hesitancy in purchasing traditional long-term care insurance policies.
Nearly 70% of workers surveyed will have at least one employer-provided insurance policy in 2024 other than health insurance, a study found.
Investors of color are entering the market at a faster pace than white investors, according to a recent FINRA study.
Women are assuming more financial responsibility, with 49% considering themselves to be the CFOs of their household.
While many American workers report increased burnout and financial challenges, Hispanics face these issues at a higher rate.
Gen Z employees are more likely to expect a tailored, year-round benefits experience than other employees, according to a recent study.
As 109,093 advisors plan to retire, the rookie-failure rate hovers around 72%, according to “The Cerulli Report—U.S. Advisor Metrics 2023.”
A new study finds flat fees are emerging as a favored way for consumers to pay for financial planning and even for investment management.
Changes in relationships can impact the financial behaviors and mindsets of women, according to a study recently released by Equitable.
Differing generational expectations about when to retire are placing an increased focus on personalized investment strategies.
Emerging adult clients (ages 18-34) want to retire at 61, though many haven’t started planning for retirement yet.
To help its members improve their client-service abilities, MDRT recently coordinated a series of public opinion surveys globally.
We asked high-performing advisors for tips to help financial professionals manage their time, reduce stress, and increase efficiency in 2024.
Although many Americans surveyed believe that working with a financial professional would benefit them, most are not doing so.
Although 90% of adults are confident in their ability to detect financial scams, more than a quarter reported falling victim at some point.
Faced with stress over personal finances, most Americans surveyed say they are planning New Year’s resolutions to conquer their financial goals.
Three financial-services firms – Citi Global Wealth, Bank of America, and JP Morgan – offer their financial outlooks for 2024.
