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

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.

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