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 now consider a written financial plan essential, a significant jump from 41% just a decade ago.
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.
Learn more about the Editorial Team.
Learn more about the Editorial Team.
Latest posts by A&A Editorial Team (see all)
- Take These Steps to Boost Your Annuity Lead Generation - March 27, 2026
- Today’s Rates Create a Powerful Opening for Annuity Conversations - March 20, 2026
- The Confidence Advantage: How Financial Planning Strengthens Consumer Decisions - March 19, 2026
