Workers at smaller companies (61%) would be more likely to jump ship for better financial benefits, compared to 58% and 53% of workers at midsize and large businesses.
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A new survey sheds light on the challenges retirees encounter in managing withdrawals from their retirement savings.
When financial advisors change firms, it appears the grass is greener on the other side.
As the new year approaches, Americans are prioritizing financial health in their resolutions, with many focused on debt reduction and money management, according to CFP Board’s latest research, Debt and New Year’s Resolutions Report.
How financial advisors can help clients improve financial stability
While a recent study credits employers for helping improve workers’ financial health, financial advisors also can assist clients in this way.
fter living through previous financial crises and now balancing dual caregiving roles for children and aging family members, Generation X investors are feeling significant financial strain.
Year-end Roth IRA conversions: What you need to know before the deadline
For those working with investors who are planning a conversion, year-end can be a smart time to consider such a move
The majority of Americans are working toward paying off debt and many worry that their debt will affect their financial future, according to the 2024 Annual Retirement Study from Allianz Life.
How starting a conversation with a stranger is like dating
Social prospecting involves being in the right place, making new social connections, getting to know people over time and introducing business when appropriate. It starts with that initial conversation.
How you can keep taxes from taking a bite out of your client’s retirement portfolio.
Year-end planning errors retirees should avoid
Year end is a great time to make sure retirement savings strategies are optimized.
Social cultivation: How to talk with wealthy prospects
Social cultivation is the name of the game when it comes to developing relationships with wealthy prospects.
How important is a written financial plan?
Financial advisory practices that incorporate comprehensive services, including a written financial plan, are more successful.
Coalition wants to advise people impacted by policy changes in new administration
An advisor is forming a coalition of professionals to support underserved groups and said he was inspired to do so by the Nov. 5 election results and concerns from clients about what policy changes a new administration and a new Congress could mean for them.
Diagnosing miscommunication in retirement planning
By Curtis V. Cloke When presenting a concern to a doctor, they typically ask questions to better understand symptoms and…
Election creates an opportunity for advisor/client dialogue
The post-election period provides advisors to engage in a discussion with their clients on financial issues that are impacted by the election and issues that are not.
Trump 2.0: Planning around uncertainty
While we should take the president-elect at his word and trust that he will do everything he can to ensure promises made will be promises kept, there are known unknowns.
Whether they have an advisor or not, men and younger generations are more likely to seek financial advice from social media.
Results from the 2024 Spending in Retirement study released today by the Employee Benefit Research Institute uncovered concerning trends on dampened spending expectations due to lack of sufficient savings, inflationary pressures and rising credit card debt.
Innovative financial literacy’s greatest hits
By Steve Oniya “An investment in knowledge pays the best interest.” — Benjamin Franklin The OM Investments’ Achieving Life and…
