A new TIAA Institute study in collaboration with MIT AgeLab asks respondents if they are satisfied with the financial advice they receive.
New York Life’s latest Wealth Watch survey finds that youth sports have significant financial implications for American families.
Nearly two in three Americans (64%) worry more about running out of money than death, according to the 2025 Annual Retirement Study from the Allianz Center for the Future of Retirement, part of Allianz Life.
Although the sandwich generation’s average age of expected retirement is 65, only 24% of respondents have a written retirement plan and 30% indicate they are concerned about having to rely on their children for financial support in retirement.
Financial consciousness is a shift from reactive behavior to proactive ownership.
Two experienced financial professionals discuss what it takes to successfully sell LTCI in a workplace or group setting.
Cold-calling prospects is not a task for the faint-hearted. It requires a positive mindset, accepting rejection, and perseverance.
Tari Trowbridge shares her experience of establishing and running a small business with high school students in her community, to help educate them on the realities of the business world.
Three experts offer some helpful hints on how financial professionals can make the most of their client’s life milestones.
A digital estate plan addresses centralizes important information in one secure, easily accessible repository.
The financial services profession and industry has an opportunity “to go on offense” now that a new administration and a new Congress has taken over the reins in Washington, said Finseca CEO Marc Cadin.
When I first started my business, there were not many women in charge. If we were, we were often brushed aside and not taken seriously by our male peers.
Do annuities help financial advisors create long-lasting relationships with their clients? A recent survey has some answers.
The investment chief who' s responsible for the retirement plans of 1 million California educators saw foreboding signs when he spoke to the state's teachers' pension board last month. They are world changing, "said Chan, the chief investment officer at the California State Teachers' Retirement System. The tariffs and the market plunge represent a new challenge…
The Trump tariffs will dampen gross domestic product growth not only for the U.S. but for the rest of the world, The Conference Board said.
A new research report released by the Employee Benefit Research Institute found during the past nearly 40 years the median tenure of all wage and salary workers ages 25 years or older has stayed at approximately five years.
Americans’ low level of financial literacy makes a compelling case for advisors to help clients enhance their level of financial knowledge.
Tariffs have radically altered Morningstar’s second-quarter U.S. economic outlook as the organization’s chief U.S. economist said President Donald Trump’s proposed tariffs have pushed projected gross domestic product down, pushed projected inflation rates up and increased the risk of a recession to 40%.
Even though women are controlling more wealth than ever before, they face a number of challenges and they need a financial professional’s help.
With many consumers having embraced AI themselves, how do they feel about financial advisors using the technology. One expert weighs in.
