AdvisorNews

AdvisorNews Providing breaking news and in-depth coverage of the financial services industry from the advisor perspective.
(2)

Recent increases in market interest rates are leading some banks to consider surrendering their bank-owned life insuranc...
11/10/2024

Recent increases in market interest rates are leading some banks to consider surrendering their bank-owned life insurance. Is this a big deal?
https://zurl.co/fYMU

Recent increases in market interest rates are leading some banks to consider surrendering their bank-owned life insurance to reinvest the proceeds (net of a tax charge) in a new BOLI policy with a higher yield.

Fifty-seven percent of millennial survey respondents expecting to inherit $1 million or more. Surprised?https://zurl.co/...
10/10/2024

Fifty-seven percent of millennial survey respondents expecting to inherit $1 million or more. Surprised?
https://zurl.co/oKFz

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.

Is ESG investing really 'Woke?'https://zurl.co/ev5e
09/10/2024

Is ESG investing really 'Woke?'
https://zurl.co/ev5e

The growing anti-ESG investing movement claimed a powerful ally last week when a bill to ban ESG consideration was introduced.

How much money is needed to live comfortably in retirement? The question is concerning to many.https://zurl.co/KMLj ...
09/10/2024

How much money is needed to live comfortably in retirement? The question is concerning to many.
https://zurl.co/KMLj

"

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.

Most Americans expect their personal finances to decline if their preferred candidate loses the presidential race. How t...
07/10/2024

Most Americans expect their personal finances to decline if their preferred candidate loses the presidential race. How to calm your clients' fears.
https://zurl.co/RUyW

Nearly 4 in 5 Americans expect their personal finances to decline if their preferred candidate loses the presidential race.

While effective retirement planning pays close attention to the client’s needs, but it must also consider the general fa...
04/10/2024

While effective retirement planning pays close attention to the client’s needs, but it must also consider the general factors that affect every retiree.
https://zurl.co/yqJT

Retirement planning must consider the general factors that affect every retiree.

Retirement plans must pay close attention to the client’s unique needs, but also consider the general factors that affec...
03/10/2024

Retirement plans must pay close attention to the client’s unique needs, but also consider the general factors that affect every retiree.
https://zurl.co/DTTS

Retirement planning must consider the general factors that affect every retiree.

Do you display "emotional intelligence" with your clients? This is a valued trait for financial advisors, a recent study...
02/10/2024

Do you display "emotional intelligence" with your clients? This is a valued trait for financial advisors, a recent study finds.
https://zurl.co/hNrJ

Intelligence Advisors Relationships

Advisors must ensure their clients feel that their needs are heard and supported.

Long-term care is a definite need among Americans. What can advisors do to help?https://zurl.co/1Mgu
02/10/2024

Long-term care is a definite need among Americans. What can advisors do to help?
https://zurl.co/1Mgu

Long-term care coverage must be reimagined to serve the changing needs of older Americans.

Are your clients tying their financial expectations to this election?https://zurl.co/BvWt
30/09/2024

Are your clients tying their financial expectations to this election?
https://zurl.co/BvWt

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.

As Americans’ fears about the long-term solvency of Medicare grow, many want meaningful reforms.https://zurl.co/I6c6 ...
27/09/2024

As Americans’ fears about the long-term solvency of Medicare grow, many want meaningful reforms.
https://zurl.co/I6c6

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.

The majority of Americans want to reduce risk in their financial strategy and bolster their portfolio against future vol...
26/09/2024

The majority of Americans want to reduce risk in their financial strategy and bolster their portfolio against future volatility, a new survey finds.
https://zurl.co/gT6Q

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.

Poor retirement planning websites could be hindering consumers from accessing key financial tools.https://zurl.co/Wf9V ...
25/09/2024

Poor retirement planning websites could be hindering consumers from accessing key financial tools.
https://zurl.co/Wf9V

"

A recent survey found approximately one in five retirement plan websites and mobile apps do not meet client expectations.

777 Partners and Leadenhall Capital are now in dueling lawsuits. Who is right?https://zurl.co/X31f
24/09/2024

777 Partners and Leadenhall Capital are now in dueling lawsuits. Who is right?
https://zurl.co/X31f

777 Partners, the high-profile investment firm at the center of a swirling controversy over missing funds, hit back with its own lawsuit last week.

Cash value life insurance has a role to play in helping clients get to a zero percent tax bracket in retirement.https://...
23/09/2024

Cash value life insurance has a role to play in helping clients get to a zero percent tax bracket in retirement.
https://zurl.co/MFEb

Cash value life insurance has a role to play in helping clients get to a zero percent tax bracket in retirement and the author of "The Power of Zero" outlined the process during a session at the National Association of Insurance and Financial Advisors Apex conference.

How quick are your clients to flee the market once it goes negative?https://zurl.co/Z55X
20/09/2024

How quick are your clients to flee the market once it goes negative?
https://zurl.co/Z55X

When the market drops by 5%, 10%, or even 20%, the natural instinct for many investors is to reduce risk, not increase it. This reaction, while understandable, can be detrimental to long-term financial success.

Saving enough money is only part of a retirement plan. Read why.https://zurl.co/OmBv
19/09/2024

Saving enough money is only part of a retirement plan. Read why.
https://zurl.co/OmBv

The industry must do a better job of preparing consumers for the nonfinancial aspects of retirement.

Social Security is a key part of retirement for most Americans, but how much do they know about its benefits? https://zu...
18/09/2024

Social Security is a key part of retirement for most Americans, but how much do they know about its benefits?
https://zurl.co/W9Le

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.

Address


Website

Alerts

Be the first to know and let us send you an email when AdvisorNews posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to AdvisorNews:

Shortcuts

  • Address
  • Alerts
  • Contact The Business
  • Claim ownership or report listing

  • Want your business to be the top-listed Media Company?

Share