As investors become inundated with financial advice in the news and on social media, misinformation and misguided advice from unqualified sources such as relatives, generative artificial intelligence (AI) or online influencers, has become more prevalent and actionable. However, willingness to implement and trust financial advice from online sources varies by generation, according to Nationwide's ninth annual Advisor Authority survey, powered by the Nationwide Retirement Institute. The survey...

Successful agents and advisors have long used cross-selling to offer additional products and services to their existing clients. When done properly, cross-selling often results in increased sales revenue and higher rates of client retention and satisfaction. Several financial professionals recently shared some of the steps that financial professionals can take to successfully cross-sell their products and services. Link up with specialists in other areas. Million Dollar Round Table member...