“Do-It-Yourselfers” not as capable as they think at managing finances

Eight in 10 Americans have never hired a financial planner, and four in 10 of those say it’s because they are capable of managing...

Keys to financially empower women

Women can face many challenges in formulating and meeting financial goals. Here are some facts to set the framework: Women make up almost half...

American families struggling with debt and emergency savings

More than four in five define the American Dream as financial security for themselves and their family, and more than half think this is unattainable, according to MassMutual’s new State of the American Family study.

True implications of new tax law has many Americans at a loss

New MDRT study finds 4 in 10 Americans mistakenly think it impacts this year’s tax returns; Good news is more consumers likely to consult an advisor for guidance in tax planning.

Even with low consumer awareness, ‘robo-advisor’ potential remains high

A new LIMRA study shows 81% of consumers are still unfamiliar with the automated investment platforms, better known as “robo-advisors.” Despite current low awareness,...

Home offices providing little help with succession planning programs

New research finds most home offices provide scant resources to assist financial professionals in developing succession planning programs – and few advisors take advantages of resources available.

80% of advisors report significant gross income gains in last few years, new LIMRA-EY...

All types of advisory businesses are growing, and income growth rates exceeded double-digits across all types of practice models over the two-year period, according to just-released LIMRA-EY Experienced Financial Advisor Study.

Gen X, Millennials likely to support aging parents… but aren’t planning for it

New research from AgeUp reveals a majority of Millennials and Gen Xers expect to financially support their parents in their old age, but few...

World’s Best (budget-friendly) Places to Retire in 2018: Costa Rica takes top spot

Those approaching retirement without the funds to do so comfortably stateside may be interested in InternationalLiving.com’s recently released ranking of the “World’s Best Places to Retire.” IL also offers its “5 Most Affordable Retirement Havens” and “6 Top Retirement Spots where the Climate is Great.”

Individual life sales forecast calls for 3% growth in 2019

U.S. individual life insurance sales are expected to rise 3% to $15.0 billion in 2019, according to LIMRA’s just-released annual predictions report. Growth also expected in technology and workplace retirement savings plans.