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Tag: financial advisory

Record High Investment Anxiety Among Americans Amid Market Volatility

A new Allianz Life study reveals record levels of investment anxiety driven by market volatility and economic uncertainty, impacting retirement planning and financial strategies across the U.S.

RIAs Lead as Key Growth Channel for Annuity Sales, Survey Finds

Survey highlights registered investment advisors as primary growth channel for annuity sales, signaling evolving insurance market distribution trends and compliance considerations.

US Annuity Sales Near Record as Investors Seek Income Certainty Amid Market Volatility

US annuity sales reached $105.4 billion in Q1 2025 as investors turn to annuities for stable income and portfolio diversification amid volatile markets. Explore types, benefits, and advisor insights.

Overview of ThinkAdvisor Resources for Financial and Investment Advisors

Explore ThinkAdvisor's comprehensive resources for financial advisors and RIAs, including tax updates, growth surveys, and planning guides for enhanced client outcomes.

Social Security Funding Concerns Drive Early Benefit Claims and Planning

Explore how Social Security funding challenges are influencing trends in early retirement benefit claims and the implications for financial planning and policy in the U.S.

Morningstar 2025 Report Updates Retirement Safe Withdrawal Rate to 3.7%

Morningstar's 2025 retirement income research adjusts the safe withdrawal rate to 3.7%, examines dynamic spending strategies, Social Security timing, and annuities, offering insights for U.S. insurance and financial professionals.

New Annuity Solutions Empower RIAs with Transparency and Income Stability

Explore how RIAs are leveraging new annuity solutions to enhance transparency, control, and income stability in retirement portfolios while maintaining fiduciary alignment.

Maximizing Growth for Financial Advisors

Explore essential resources and strategies for financial advisors to enhance client service and decision-making in wealth and insurance planning.