ATLANTE, March 2, 2022 /PRNewswire/ — intelliflo, the leading cloud-based technology platform for financial advisors, today shared the results of its recent online survey conducted by The Harris Poll. More than 2,000 American adults were surveyed about their attitudes and behaviors related to financial advice. Key findings from the surveyRead More →

(Photo: Shutterstock) Whether before, after, or during COVID, American employees have expectations about the financial benefits they seek from employers. The Logica Research survey, The Future of Money Study, which surveyed 1,000 adults, shows that Americans are very deliberate and have expectations about their financial future, and how employers andRead More →

By Rob Morrison, CFP What does it mean to retire at 21st century? More and more, the answer is different from the definition you will find in the dictionary. In 2021, financial advisory firm Savant Wealth Management partnered with Absolute Engagement, a research and advisory firm, to explore how AmericansRead More →