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Here’s what investors are thinking in 2024

2024 investor survey results

A survey of 1,000 investors shines a light on their concerns, priorities, and outlook. Find out how this may change how you work with your clients.

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3 min read

What’s Trending

A mix of our most popular, timely and relevant insights

Practice Management

Spotlight

Organize,

Strategize

& Energize

Practice Management

How to collect and act on client feedback

Receiving feedback can be tough, but it’s essential. What’s even more important is what you do next.

3 min read

Practice Management

Helping clients who procrastinate

Do you struggle with clients who delay their decisions? Here’s how to work better with a client’s procrastination.

5 min read

Practice Management

Active listening in financial services

Being a good listener can make or break your client relationships. Learn about the power of active listening and how you can sharpen your skills.

5 min read

Practice Management

Achieving self-growth as a financial professional

Reflection and mindfulness activities can rejuvenate your business. Learn how to introduce some of these practices into your day-to-day operations.

5 min read

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Advanced Markets

Spotlight

Essential

Questions

Answered

Advanced Markets

IRS 1040 tax forms and retirement

Your clients’ tax forms may provide an opportunity to discuss annuity and retirement plans. We’ve highlighted some of the best conversation starters.

5 min read

Advanced Markets

Stretching income across multiple generations

Anyone looking to develop a multigenerational income strategy may want to consider a single premium immediate annuity. We take a closer look at why.

3 min read

Advanced Markets

How the gender pay gap affects retirement for women

The pay gap presents unique retirement challenges for women. Share this with your clients to illustrate how annuities may be able to overcome some of the hurdles.

2 min read

Advanced Markets

How Secure Act 2.0 helps women

Secure Act 2.0 includes some provisions that may be especially beneficial for women. Find out how and learn more about this major piece of legislation.

5 min read

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Expert Insights

Spotlight

Ideas,

Inspiration

& Success

Expert Insights

Prepare your financial clients for natural disasters

Natural disasters can strike at any time. Learn how you can help your clients be prepared in the event of catastrophe.

5 min read

Expert Insights

Balancing portfolios with annuities

For baby boomer investors, annuities could provide an important tool for maintaining more balanced financial portfolios. Find out how.

5 min read

Expert Insights

The future of the 60/40 portfolio

Curious about the future of the 60/40 portfolio? Check out some excerpts from our recent podcast on where this traditional allocation strategy stands.

5 min read

Two people struggling to keep their credit score low.

Expert Insights

Maintaining credit scores in retirement

You may not think retirement could impact your clients’ credit scores, but lifestyle changes can have an effect. Learn how you may help them adjust.

5 min read

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Multicultural Markets

Spotlight

Work with

Diverse

Clients

Multicultural Markets

Family and how it shapes the way Asian Americans view money

The Asian American community is a diverse and expanding group. Learn how family shapes the way many of them may approach saving for retirement.

4 min read

Multicultural Markets

The unique financial needs of digital nomads

Working with clients who live abroad presents challenges. Learn how financial professionals can best serve so-called digital nomads.

5 min read

Multicultural Markets

Working with multigenerational households

There is a higher rate of multigenerational households in the Hispanic community compared to the general population. Find out how this may present an opportunity.

5 min read

Multicultural Markets

The growing wealth of Hispanic investors

Why aren’t more Hispanics working with financial professionals? Five investors offer their perspective and provide eye-opening insight.

6 min read

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Practice Management

Financial professionals and virtual selling

As virtual meetings become the norm, make sure you’re prepared. Find out how to get the most out of your video conversations with your clients.

5 min read

Expert Insights

Secure Act 2.0 2024 provisions

Certain Secure Act 2.0 provisions take effect in 2024. Make sure you’re ready to discuss these changes with your clients.

4 min read

Expert Insights

Common questions about investing in AI

Is AI worth investing in? It depends. Learn about the potential risks and upside to see if it is right for your clients’ portfolios.

3 min read

Practice Management

Building your social media presence

Maintaining a consistent social media presence can pay serious dividends for financial professionals. We’ve got some tips on how to get started.

5 min read

Expert Insights

Social (in)Security: 3 things every client in their 50s should know

With the future of Social Security in jeopardy, you should make sure you have the answers to questions your clients might have.

5 min read

Expert Insights

Talking to clients about Social Security COLA

Get ready for any questions your clients may have about the 2023 Social Security COLA increase.

5 min read