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...
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...
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...
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...
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...
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...
