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Maximizing Opportunity in the Great Wealth Transfer

Maximizing Opportunity in the Great Wealth Transfer

by A&A Editorial Team | Apr 4, 2025 | A&A Editorial Team, Asset Management/Advisory, Wealth

As we stand on the brink of the Great Wealth Transfer, the financial services landscape is on the cusp of a profound demographic shift. By 2030, millennials and pre-retiree women will inherit an astonishing $30 trillion. Financial professionals who swiftly grasp the...
Challenges to Charity: Helping Clients Plan Their Charitable Giving

Challenges to Charity: Helping Clients Plan Their Charitable Giving

by A&A Editorial Team | Mar 7, 2025 | A&A Editorial Team, Asset Management/Advisory, Wealth

The desire to give back remains strong among pre-retirees and retirees. According to a recent Fidelity Charitable survey, nearly 60% prioritize charitable contributions as a key financial goal, with 78% revealing it’s a “significant” or...
Study: More Americans Are Seeking Interactions with Their Financial Professional

Study: More Americans Are Seeking Interactions with Their Financial Professional

by A&A Editorial Team | Sep 30, 2024 | Asset Management/Advisory, Greg Yodis, Wealth

A recent study from Allianz Life reveals a notable shift in Americans’ financial attitudes: fewer people are worried about investing and an imminent recession. However, more than half (54%) of those surveyed said they would prefer to meet with their trusted...
Record High Insecurity: How Financial Services Can Help

Record High Insecurity: How Financial Services Can Help

by A&A Editorial Team | Jul 11, 2024 | A&A Editorial Team, Asset Management/Advisory, Wealth

While a recent Northwestern Mutual study indicates a cautiously optimistic outlook on the U.S. economy, a seemingly contradictory trend has emerged: a record number of Americans (33%) report feeling financially insecure. To make matters worse, 54% of US adults believe...
The Ripple Effect: How Financial Professionals Can Support Positive Mental Health

The Ripple Effect: How Financial Professionals Can Support Positive Mental Health

by A&A Editorial Team | Jun 6, 2024 | A&A Editorial Team, Asset Management/Advisory, Wealth

Financial stress can take a toll on anyone, let alone those nearing retirement. The mental load can impact not only their financial well-being but also their mental health. With credit card debt reaching a record high of $1.13 trillion and personal savings rates...
The Evolution of Pricing: From Commissions to Flat Fees in Financial Planning

The Evolution of Pricing: From Commissions to Flat Fees in Financial Planning

by A&A Editorial Team | May 20, 2024 | A&A Editorial Team, Asset Management/Advisory, Wealth

A recent report sheds light on the confusion surrounding pricing for financial planning services, revealing a growing preference among consumers for flat fees. The “Pricing Mechanisms” report by Hearts & Wallets highlights a significant level of uncertainty among...
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