According to the latest J.D. Power 2025 US Individual Annuity Study, overall client satisfaction with individual annuity ...

Forge Technology Advisors (FORGE) has recognized the transformative potential of AI in customer service as it is integrating AI into contact centers. With expertise in both technology and financial ...

Advisors are going to need more nonfinancial skills in an industry that is shifting away from simply offering investment advice, according to Brian Mora, head of experienced advisor recruiting at ...

IRVINE, Calif.--(BUSINESS WIRE)--Alliant Insurance Services has partnered with Sunshine Life & Health Advisors, a Florida-based health insurance firm focused on helping members of the Hispanic ...

Built for Life Financial Agency highlights the evolving role of financial strategists as essential guides helping families navigate mounting economic challenges while building meaningful legacies. The ...

No matter how much money you have, every adult faces countless financial decisions every year — how to stay afloat, prosper, prepare for the future, enjoy life and minimize hardship. It’s … a lot. So ...