Advisor Sales Strategies

Over half (55%) of these so-called "employment extenders" are interested in a guaranteed stream of income with regular payments to ensure they do not outlive their savings, according to a new report.

Auto-enrollment with an opt-out feature is extraordinarily effective, as well as matching HSA contributions, for the 32% of working-age Americans with no retirement account, says a new survey.

There's a strong desire for help with financial decisions across generations but a strong majority (75%) of Americans said it was important that their employer offer a program to help manage finances, says a new study.

Many employees don't know where to start to reach short- or long-term financial goals – especially when 2/3 of Americans are living paycheck-to-paycheck.

Plus, employers who are able to connect their benefits package with the services of an advisor may be able to differentiate themselves from competing firms, according to a new report.

A large number of millennials and Gen Z have gotten advice about their retirement savings from YouTube, Reddit, Tiktok and other social media sites, according to a new Forbes Advisor survey.

The good news: There are 237 cities (out of 384 that were surveyed), where you can retire for less than $1 million, according to a new Lending Tree study.

In light of The Labor Department's proposed rule on employee classification, employers need to analyze whether the worker is economically dependent on the employer for work.