by A&A Editorial Team | Apr 25, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
While many self-directed investors recognize the value of professional financial advice, a substantial portion remain hesitant to utilize it. According to recent findings from Cerulli, more than half of investors managing their portfolios value speaking with a human...
by A&A Editorial Team | Apr 23, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
Imagine one of your clients, a couple in their late 50s. They’ve worked hard, saved diligently, and now have a nest egg they’re proud of. But they hesitate when you ask them how they plan to turn those retirement savings into income for the next 30 years....
by A&A Editorial Team | Apr 14, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
In retirement, the sequence of return risk presents a unique threat that can derail even the most carefully crafted strategies. For those approaching retirement, the stakes are high: an untimely market downturn can rapidly deplete savings, forcing retirees to sell...
by A&A Editorial Team | Apr 7, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
Investors are no longer simply prioritizing portfolio and investment management. Instead, they rely on financial professionals to help them secure their holistic futures. A Cerulli Associates report, in partnership with Osaic, reveals that over half (53%) of investors...
by A&A Editorial Team | Mar 31, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
Retirement strategies shifted dramatically over the years, with 81% of financial professionals in a recent poll saying they prioritize conversations around retirement income amid consumers’ growing concerns about outliving their savings. Register to read entire...
by A&A Editorial Team | Mar 14, 2025 | A&A Editorial Team, Accumulation & Retirement Income, Sales & Marketing, Wealth
As the world leans ever more heavily on digital tools, a recent J.D. Power study reveals a troubling truth: retirement plan websites and mobile apps are falling short of consumer expectations. This disparity should be a concern for licensed agents and financial...
