by A&A Editorial Team | Sep 30, 2024 | A&A Editorial Team, Advisory, Retirement, Wealth
Recent research from the Alliance for Lifetime Income demonstrates a significant gap between the advice retirees receive from financial professionals and what those clients actually take away from these conversations. Financial professionals must bridge this...
by A&A Editorial Team | Sep 10, 2024 | A&A Editorial Team, Advisory, Retirement, Wealth
As a trusted financial professional, you ensure your clients’ financial security throughout their retirement journey. Unfortunately, retirees are often attractive targets for identity theft and financial fraud due to their accumulated savings and potentially...
