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A Snapshot of Federal Student Loan Debt

Society of Financial Service Professionals | February 07, 2023

After years of increasing, growth in counts of federal student loan borrowers, average annual amounts borrowed, and average cumulative debt owed appears to be moderating somewhat. Overall, though, more student loan dollars continue to be disbursed than are repaid, resulting in an expanding federal student loan portfolio. Nearly 43 million individuals—one in six adult Americans—have......

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What's A Good Marketing Budget for Financial Advisors?

What's A Good Marketing Budget for Financial Advisors?

Society of Financial Service Professionals | May 01, 2023

A survey conducted for FA Insights by Design Study found that only 17 percent of financial advisors have developed strategic plans for their businesses....

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The Power of Becoming a Certified Financial Fiduciary: Unlocking Credibility, Trust, and Growth in Today's Financial Services Industry

The Power of Becoming a Certified Financial Fiduciary: Unlocking Credibility, Trust, and Growth in Today's Financial Services Industry

Society of Financial Service Professionals | June 16, 2023

In today's complex financial landscape, clients are increasingly seeking financial professionals who prioritize their best interests above all else....

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Nine Creative Innovations from the SECURE Act 2.0 of 2022

Nine Creative Innovations from the SECURE Act 2.0 of 2022

Society of Financial Service Professionals | July 12, 2023

The SECURE Act 2.0 of 2022 law has substantially changed the financial planning landscape, and going forward it will not be business as usual for financial planners....

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Should We Be Worried About Deflation

Should We Be Worried About Deflation

Society of Financial Service Professionals | September 05, 2023

As most of the developed world still reels from a year of energy price shocks pushing up costs and leaving many feeling a lot poorer, some observers are now raising the spectre of deflation – a sustained fall in prices....

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The U.S. “Housing Recession”

The U.S. “Housing Recession”

Society of Financial Service Professionals | September 13, 2023

Economists often look to the housing market as an indicator of the health of the economy. As the COVID- 19 pandemic accelerated, the housing market was relatively strong, characterized by robust demand, rising prices, and increased construction....

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