Results from the 2024 Workplace Wellness Survey published by the Employee Benefit Research Institute and Greenwald Research found worker concerns about well-being are trending downward, yet half still express at least moderate concern about their financial well-being.
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Transferring generational wealth involves more than financial assets
Family dynamics, philanthropic goals and the family’s legacy all play a part.
More than half of those who are not yet retired say they expect their monthly income in retirement will need to be the same or more as their current monthly income to retire comfortably.
Taming market volatility risk is a must for investors
Americans see risk reduction in the face of market volatility as their key requirement for financial advisors.
Advisor to SEC: show the court your guidance on commission payments
A Massachusetts financial advisor also licensed as an insurance agent is asking a judge to force the Securities and Exchange Commission to back up its stance on commission payments.
Many Americans lack a plan for how they will draw from their retirement savings for income in retirement and worry about the funds lasting for their lifetime, according to the 2024 Annual Retirement Study* from Allianz Life Insurance Company of North America. “If you don’ t know how you will draw from your retirement assets for income, then you aren’ t ready to retire,”…
Turning political uncertainty into portfolio gold
The inevitable market volatility that accompanies political transitions is both a cause for concern and a chance for strategic investment.
Why investors fire advisors (and why they keep them)
Common wisdom states that investors fire their advisors because of unhappiness with their returns. But that’s not always the reason, two Morningstar behavioral experts said.
Women seek referrals from other women
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.
How do you network within the HNW social set?
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.Â
Helping clients make a smooth transition to Medicare
As every senior citizen in the U.S. knows, Medicare is one of the most important facets of life for retired Americans.
Panel debates how to best give retirement clients ‘a license to spend’
Americans are far more likely to achieve their lifestyle goals in retirement through annuitized income, a recent study concludes.
Tariff hikes could cause GDP to fall, economist says
Are tariffs a good thing for the economy? No, said an economist during a recent webinar.
Hiking the ‘tax max’ could solve the Social Security problem, expert says
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.
How financial advisors can stand out in the crowd
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.
