While nearly half of millionaires surveyed believe their financial plans need improvement, those with financial advisor feel more confident.
Becoming a financial advisor can be challenging, even with a wealth of resources available.
Working with women is one of the biggest opportunities financial professionals have today. But they must understand how women view money and know the right language to be a trusted advisor to them.
The Federal Reserve stunned economists today by slashing its benchmark interest rate by a whopping half-point.
New York Life’s latest Wealth Watch survey finds that American adults overwhelmingly report they are not financially preparing for major life events such as purchasing a home, starting a family, changing careers or retirement.
With high prices and high interest rates, U.S. households continue to feel the strain and concern of not being prepared for the unexpected. Â
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.
Half (48%) of American women in what’s known as the “sandwich generation,” or people who are caring for both children and parents or relatives, report feeling under financial strain according to new research from Edward Jones, in partnership with NEXT360 and Morning Consult.
People do business with people they like. But first, they need to meet you and get to know you on a social level. What next?
Retirement saving strategies for millennials who are late getting started with investing.
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.
Amid today’s economic challenges, American workers are showing remarkable confidence in their long-term financial and retirement plans, according to the fourth annual Protected Retirement survey from the Nationwide Retirement Institute.
The four characteristics of the ideal community organization for you.
Cardinal Point Wealth Management is raising awareness among Canadian living in the U.S. about significant tax changes that may impact their financial planning in 2025. Key provisions from the 2017 Tax Cuts and Jobs Act expire at the end of 2025, and individual and corporate taxpayers are expected to face substantial tax rates, deductions, and credit…
Addressing this issue can close a gap in end-of-life planning.
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.
A new research report published by the Employee Benefit Research Institute taking a historical look at labor force participation and employment data in the United States found the prime working age population (25-64 years old) has significantly fallen and is being filled by older workers.
Does having a financial advisor truly make a difference? A recent Northwestern Mutual study has some answers.
