Digital Disconnect: How to Match Your Marketing to Consumer Preferences
The reports are in! According to a recent study by Ficomm Partners, advisory firms are NOT marketing to consumers the way they prefer. While 45% of investors surveyed report selecting their advisors through digital channels, only 29% of firms focus on digital...
Riding the Financial Resilience Rollercoaster: Strategies for Future-Proofing Your Clients
The American Council of Life Insurers (ACLI) Financial Resilience Index, released in January, tells an important story: Middle-class financial resilience is improving but is still far from steady. During Q3 of last year, the Headline Index score, which measures...
Seizing the Moment: How Economic Optimism Can Drive Growth in 2025
As 2025 continues through its second quarter, optimism about the economy has reached a seven-year high. Americans were feeling more positive at the end of 2024 about key economic indicators like the stock market and interest rates, with 67% expecting their financial...
Strategies and Solutions: New Survey Gives Insights to Increase Retirement Confidence
The 2025 Retirement Confidence Survey (RCS), conducted annually by the Employee Benefit Research Institute (EBRI), reveals a mixed bag of optimism and concern. While a majority of American workers (67% “confident” and 24% “very high confidence”) remain confident in...About Author
A&A Editorial Team
The Agent & Advisor Editorial Team is a highly skilled and dedicated group of professional writers and editors within the life, health insurance and financial services industry. Committed to delivering accurate, informative and engaging content, this team possesses a deep understanding of the intricacies and complexities of the industry.
