In its annual Mind, Body, and Wallet report,Ā Guardian Life found that well-being among Americans remains low, highlighting the pressing need for additional well-being support and resources, especially around retirement planning and personal finance stressors.
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Just over half (51%) of pre-retirees over 50 and retired Americans are considering delaying or coming out of retirement, according to a new survey from F&G.
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CrowdStrike: What to tell clients when a cyber event affects them
The CrowdStrike cyber event is another example of how clients depend on their advisors for calm and reason.
![Illustration of a person picking fruit from a tree carefully tended and watered. 5-ways-to-get-meaningful-feedback-from-clients.](https://insurancenewsnet.com/wp-content/uploads/2024/07/5-ways-to-get-meaningful-feedback-from-clients-175x92.jpg)
5 ways to get meaningful feedback from clients
Client feedback helps identify what you are doing well and what needs improvement. But how best to collect this valuable information?
![High net worth father and son. 4-ways-to-retain-your-clients-high-net-worth-children.](https://insurancenewsnet.com/wp-content/uploads/2024/07/4-ways-to-retain-your-clients-high-net-worth-children-175x92.jpg)
4 ways to retain your client’s high net worth children
With only one in five affluent investors using the same advisor as their parents, we get some advice on how to engage your client’s children.
![Integrity logo against a backdrop of financial buildings and skyline. Integrity-Marketing-Group-adds-wealth-management-division.](https://insurancenewsnet.com/wp-content/uploads/2024/07/Integrity-Marketing-Group-adds-wealth-management-division-175x92.jpg)
Integrity Marketing Group expands into wealth management
Integrity Marketing Group has expanded into the wealth management realm with the launch of its wealth management division, Integrity Wealth.
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Building Connections: 2024 MDRT Annual Meeting recap
Financial advisors exemplify a desire to learn from others and serve as listening ears to clients and community members alike….
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Understanding inherited IRA rules for nonspousal beneficiaries under the SECURE Act
This new rule requires beneficiaries to deplete the account within 10 years of the owner’s death.
While registered investment advisors report a similar level of economic confidence compared to the first quarter of the year, nearly half now believe that stock market volatility will be higher over the next 12 months than it was in 2023.
During the succession planning process, financial advisors report that business owners favor passing the business to a business partner over a family member, according to new data from financial services firm Edward Jones and Morning Consult.
Americans who work with a financial advisor expect to retire two years earlier and feel significantly more confident about their financial preparedness for the future.
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Content that connects: A pathway to business growth
The ability to create content that resonates with your audience is crucial for any business looking to increase visibility and drive growth.
![Image of a robot with a financial advisor and Morgan Stanley's logo in the background. New-Morgan-Stanley-GenAI-Debrief-tool-revolutionizes-day-to-day-for-financial-advisors.](https://insurancenewsnet.com/wp-content/uploads/2024/07/New-Morgan-Stanley-GenAI-Debrief-tool-revolutionizes-day-to-day-for-financial-advisors-175x92.jpg)
Morgan Stanley’s GenAI Debrief tool ārevolutionizesā day-to-day for financial advisors
Morgan Stanley Wealth Management believes they have set a new benchmark for the use of AI in the financial services industry.
As perceptions of what retirement should look like continue to evolve, retirees are reevaluating their financial approaches and lifestyles.
![Group of financial advisors meet, sitting around a conference table. Are team-based advisory practices better positioned for growth?.](https://insurancenewsnet.com/wp-content/uploads/2024/06/AdobeStock_795779595-175x98.jpeg)
Are team-based advisory practices better positioned for growth?
Study looks at how team-based practices perform compared to other practices across key measures, including AUM and productivity.
![Image of senior couple looking concerned as they sit aside a symbolic piggy bank. Retirement-confidence-at-record-low-but-will-it-improve.](https://insurancenewsnet.com/wp-content/uploads/2024/06/Retirement-confidence-at-record-low-but-will-it-improve-175x92.jpg)
Retirement confidence at record low, but will it improve?
Worker confidence in having enough money for retirement is still at record lows, though perhaps trending slightly upward.
![Image of a financial advisor engrossed on his phone, with the number "13" in lights behind him. 13-tips-for-advisors-to-overcome-procrastination.](https://insurancenewsnet.com/wp-content/uploads/2024/06/13-tips-for-advisors-to-overcome-procrastination-175x92.jpg)
13 tips for financial advisors to overcome procrastination
Three professionals share some practical steps advisors can take to tackle their procrastination problems.
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Should you recommend a CLAT or a reversionary CLAT in wealth planning?
Exploring the choice between charitable lead annuity trusts and reversionary charitable lead annuity trusts.
![Illustration showing young people in front of computers and other electronic screens learning about financial investments. Advisor-starts-unbiased-system-for-learning-to-aid-young-investors.](https://insurancenewsnet.com/wp-content/uploads/2024/06/Advisor-starts-unbiased-system-for-learning-to-aid-young-investors-175x92.jpg)
Advisor starts āunbiased system for learningā to aid young investors
How young people learn about money presents an interesting dichotomy: they have better access to information, but how good are those sources?
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How LTCi protects your clientās retirement plans
Long-term care insurance is one tool advisors can recommend to ensure clients enjoy their retirement with peace of mind.