Financial advisors are navigating short-term economic risks and long-term demographic challenges as they look to add assets and clients to ensure the longevity of their businesses, according to findings from Natixis Investment Managers 2024 Survey of Financial Professionals,
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Touted as one of the most consequential elections in decades, the 2024 presidential and congressional races could pose significant distractions for voters – particularly when it comes to their financial plans and portfolios.Â
Helping clients make a smooth transition to Medicare
As every senior citizen in the U.S. knows, Medicare is one of the most important facets of life for retired Americans.
Panel debates how to best give retirement clients ‘a license to spend’
Americans are far more likely to achieve their lifestyle goals in retirement through annuitized income, a recent study concludes.
Tariff hikes could cause GDP to fall, economist says
Are tariffs a good thing for the economy? No, said an economist during a recent webinar.
Hiking the ‘tax max’ could solve the Social Security problem, expert says
Congress will fix Social Security — eventually, a panel agreed Wednesday at an American Academy of Actuaries event. Raising the taxable minimum might be the answer.
How financial advisors can stand out in the crowd
What are the methods that financial advisors can use to differentiate themselves, drive business and grow their financial practices?
A new study from The Standard shows that Generation Z takes a forward-looking approach to money, wanting help with saving and planning.
‘Sandwich generation’ women say caregiving impacts financial goals
Caring for both children and parents or relatives has hurt the ability of women in the sandwich generation to save for their financial goals.
Navigating client communication in the investment industry
To navigate advertisements and compliance, it’s important to understand the applicable rules and regulations.
Retirement: Overcoming the high cost of fear
Why Americans fear spending down their savings and routinely claim Social Security early and how fear often drives those decisions.
Longer lifespans mean redefining retirement
People are living longer and that means the traditional view of retirement must change.
Two amendments placed on the November ballot by the Florida Legislature involve tax money. It’ s the part between $50,000 and $75,000 of a home’ s value as applied to the tax bases of all local governments except schools. But it could reduce taxes paid of all governmental agencies except schools, on the exemption that now excludes valuations between $50,000 and…
Trust is the top factor when choosing a financial professional
Equitable released a new study, “How to Plan for the Great Wealth Transfer,” aimed at helping financial professionals better understand the characteristics and goals of those who stand to benefit from the great wealth transfer in the United States.Â
Registered investment advisors have higher concerns about the overall economic outlook compared to the first half of the year, according to the newest Economic Outlook Index released by Security Benefit in partnership with Greenwald Research.
What would proposed Social Security changes mean for clients?
The future of Social Security solvency has been a topic of debate, especially during this election year. But what financial impact would each of the scenarios under discussion have on real Americans? And would those scenarios have any effect on the Social Security program over the long term?
Connecting for Success: Who do you need to know in an organization?
You joined an organization and show up at events but only meet a few of the members. Where are the rest hiding? You need introductions from the people who know where to find them.
Most Americans fear financial decline if their preferred candidate loses
Nearly 4 in 5 Americans expect their personal finances to decline if their preferred candidate loses the presidential race.
With retirement dreams on the horizon, Gen X women on average believe they will need more than $2 million to retire comfortably, more than any other generation of women.
3 emerging financial threats to retirement planning in 2024
Retirement planning must consider the general factors that affect every retiree.
