Between home prices, high interest rates, tax increases and now insurance rate hikes, the cost of the American dream in California has gone through the roof. Nearly 7% of real estate transactions statewide have fallen out of escrow due to the insurance crisis, according to a California Association of Realtors report. California's across-the-board fall out…
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Legal experts: 5 best practices for advisors texting clients
As financial advisors increasingly use text or social media with clients, experts have outlined best practices for avoiding liabilities.
This surprising factor is driving independent advisor job dissatisfaction
A new study by J.D. Power has found a drop-off in company leadership is driving job dissatisfaction among independent financial…
Holistic solutions to grow an advisorās business
Integrating a suite of financial wellness solutions will help retirement plan advisors elevate their offerings.
While 42% say they hope to celebrate the end of their careers with a long retirement of 20 or more years, just 41% feel they are on track to achieve the retirement they envision and nearly a quarter (24%) are unsure if they are saving enough.
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.
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.
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.
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?
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 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.
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….
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.
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.
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.
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.
