Confidence is the key to cold calling and that confidence comes from being uncomfortable.
Two industry experts share some tips advisors can use to help convert procrastinating prospects into long-term clients.
As the new year approaches, Americans are prioritizing financial health in their resolutions, with debt reduction near the top of the list.
Investors must keep their eyes on three issues as they look ahead to the new year, according to a panel of Morningstar experts.
More Americans intend to focus on financial stability in the coming year than they have in the last decade, according to the 2025 New Year’s Resolutions Study from Allianz Life.
Consumers are more knowledgeable about their saving and investing products than at any other time in the past decade, a recent study found.
Most financial advisors surveyed are bullish on the economy in 2025. How optimistic are they?
Experts on an Employee Benefit Research Institute panel discuss whether America’s 401(k) retirement savings plan is broken.
As 2024 comes to a close, financial advisors are turning to market forecasts for 2025 to gain insights into future trends.
Feelings of being experienced investors are at the highest for consumers since 2010, even as receptivity toward paying for advice improves.
A strategic balance of annuities and systematic withdrawals is key to optimal retirement outcomes, a new study found.
The U.S. economy “is in a sweet spot,” an economist said during a recent webinar.
Of all the issues the incoming 119th U.S. Congress has on its plate cryptocurrency might generate the swiftest action and biggest headlines.
RIAs were the focus of a recent SEC Investor Advisory Committee meeting over mandatory arbitration provisions.
he Society of Actuaries Research Institute released initial findings from its biennial Retirement Risk Survey to gain insights into financial retirement risks and help improve financial planning strategies.
Raising the retirement age is just another way of saying, “Cut Social Security,” said the executive director of a Social Security advocacy organization in the wake of a congressman’s recent suggestion that full retirement age should be pushed back.
UnitedHealth Group will pay $69 million to settle a class-action lawsuit brought by an employee alleging mismanagement of their 401(k) plan.
The pushback against ESG investing continues as two more states took action to quash progressive factors in financial decision-making.
The qualities that will keep people interested and keep the conversation going.
The work of a financial advisor takes a great deal of patience and curiosity. To create the most effective financial plan, it’s important to learn as much as you can about your client’s finances and life goals.
