Nerd's Eye View

AUGUST 22, 2022

In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).

Clients 211

Clients Management Accounting Economics 211

Nerd's Eye View

AUGUST 22, 2022

In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).

Clients 188

Clients Management Accounting Economics 188

WiserAdvisor

FEBRUARY 21, 2023

Some studies also show that by 2034, the number of older adults will outnumber children. Due to the lack of technological know-how in the older generation, many scammers use new-age methods, such as obtaining passwords, account numbers, Social Security numbers, etc., Additionally, it also helps clients manage their money better.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Nationwide Financial

OCTOBER 10, 2022

Both individual investors and financial professionals are now less optimistic about the next 12 months than they were a year ago, according to the results of our eighth annual Advisor Authority survey, powered by the Nationwide Retirement Institute ®. In 2022, that number dropped 15 percentage points to 48%.

Financial Planning 90

Financial Planning Retirement Clients Planning 90