Much has been written recently about the wealth gap in the United States. The growth in income in recent decades has tilted to upper-income households, according to The Pew Research Center. “At the same time, the U.S. middle

The impact of the labor shortage on the financial and business services sector in the U.S. could amount to $436 billion by 2030, according to a recent report from Korn Ferry, the global organizational consulting firm.

The wealth management industry in the United States is estimated at about $29 trillion, according to the publication Business Insider, citing statistics from Aite Group. And assets under management (AUM) of North American wealth

Since the pandemic, the percentage of investors wanting to invest in environmental, social and governance (ESG) products has nearly doubled, according to a recent survey conducted by Ernst & Young, and that figure is projected to nearly double

Total U.S. annuity sales were $62.3 billion in the third quarter, up 12% from third quarter 2020. Year-to-date, annuity sales increased 19% to $191.4 billion, according to results from the Secure Retirement Institute® (SRI®) U.S.

A year jump-started with robust economic growth in the United States, 2021’s initially fast recovery shifted to lower gear as inflation worries, the persistence of the COVID-19 Delta variant, and supply chain woes emerged as speed

Financial advisors and their clients are increasingly concerned about how proposed changes in federal tax policies could affect future portfolio growth and retirement planning.

Financial advisors are leveraging opportunities to broaden their planning portfolios by offering estate planning services to help clients address this significant yet underserved need.

“Investing is a marathon, not a sprint” is a metaphor financial companies and business journalists sometimes use to describe long-term investment strategies.

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