According to U.S. financial advisors, 72% of their female clients who found them through a referral specifically sought recommendations from other women, finds a new survey from Edward Jones, in partnership with Morning Consult.
These 24 facts illuminate key indicators and contributing factors that characterize the retirement outlook of women workers.
If you want to build a clientele of high net worth individuals, you must become part of their world.
American investors are keeping a close eye on the economy and the nation’s capital according to a new survey from F&G.
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,
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.
As every senior citizen in the U.S. knows, Medicare is one of the most important facets of life for retired Americans.
Americans are far more likely to achieve their lifestyle goals in retirement through annuitized income, a recent study concludes.
Are tariffs a good thing for the economy? No, said an economist during a recent webinar.
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.
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.
Caring for both children and parents or relatives has hurt the ability of women in the sandwich generation to save for their financial goals.
To navigate advertisements and compliance, it’s important to understand the applicable rules and regulations.
Why Americans fear spending down their savings and routinely claim Social Security early and how fear often drives those decisions.
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…
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.
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.
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?
