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?
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.
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.
Retirement planning must consider the general factors that affect every retiree.
Advisors must ensure their clients feel that their needs are heard and supported.
Americans are increasingly concerned about the future of Medicare, with nearly two-thirds (63%) fearing the program will not be there when they need it, according to the annual Nationwide Retirement Institute Health Care Costs in Retirement survey.
There are many challenges in selling long-term-care insurance. So, what does it take to rev up sales of this much-needed product?
As the November election looms, Americans are bracing for potential financial challenges and taking proactive steps to safeguard their financial well-being, according to Americans’ Financial Outlook and the 2024 Election, the latest CFP Board research report.
Following recent market volatility, the majority of Americans want to reduce risk in their financial strategy and bolster their portfolio against future volatility, according to the 2024 Q3 Quarterly Market Perceptions Study from Allianz Life.
A recent survey found approximately one in five retirement plan websites and mobile apps do not meet client expectations.
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.
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.
