Investor discomfort in handling financial issues is one of the most common reasons that they hire a financial advisor, according to recent research from our team. It’s not just about increasing ...

Although many financial professionals know the value of annuities in protecting their clients’ assets and generating retirement income, they are uncovering another benefit: Annuities are helping them ...

Advisors are not psychotherapists, of course, but they are often in good positions to pick up on signs that their clients are deeply unhappy, anxious or even depressed. And if advisors miss those ...

Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in credit-related topics, including credit reports and scores, loans and credit cards, and ...

As clients’ financial stress builds—due to personal reasons or in reaction to an increasingly volatile stock market—advisers working with individuals report spending more of their time addressing ...

A process-driven CFP who doubled his completion rate, a behavioral advisor who turns personal loss into client action.

As human beings, people tend to feel good about buying into a potential opportunity when the experience is much warmer and less transactional. In this way, when businesses work with potential and ...

According to the Department of Health and Human Services (HHS), 70% of adults over age 65 will require some form of paid or unpaid long-term health care support. And according to a recent Centers for ...

Cheryl Canzanella, right, lost her husband, Colin Goodell, left, to an accidental opioid overdose in 2017. "It touches every demographic and income level, and many of the families we serve," said ...

Over the 30 years she has been in the financial services business, Barbara Pietrangelo has grown up with many of her clients. “I wouldn’t say I started out looking to serve the senior market, but I’ve ...

Exchange-traded funds (ETFs) have been surging in popularity, with global assets under management (AUM) growing a record 27% in 2024 to reach $14.6 trillion. Despite this boom, many of your clients ...