#financial-advisers

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fromwww.housingwire.com
23 hours ago

Most Americans lack retirement readiness despite confidence

One of the most fundamental components of effective retirement planning is envisioning your future self the life you want and how you expect to fund it securely, said Caroline Feeney, global head of retirement and insurance at Prudential. This year's Pulse Survey makes clear that even across different economic and cultural contexts globally, one trend emerges: while many people feel ready, far fewer have taken action to ensure they're ready.
US news
Business
fromIndependent
1 month ago

'Treat money like a tool, not a trophy': Financial experts share the lessons they have learned from their wealthiest clients

Wealthy people adopt distinct money mindsets and strategies that financial advisers identify as key to managing and creating wealth.
#reverse-mortgages
fromwww.housingwire.com
4 months ago
Retirement

Fairway, Longbridge lead reverse mortgage presence at The Gathering

The reverse mortgage industry faces significant challenges in consumer awareness and education, highlighting unrealized market potential.
fromwww.housingwire.com
6 months ago
Retirement

Is reverse mortgage momentum among financial advisers slowing?

Advisers are increasingly open to reverse mortgages, but recent momentum for their use has slowed, necessitating ongoing education and discussions.
fromKiplinger
5 months ago

Six Steps for Financial Advisers to Make Compliant Video Testimonials

"Video testimonials offer a substantial advantage in marketing, as they can effectively build brand visibility and trust for financial advisers across various social media platforms."
Social media marketing
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