Marketing

  • Payment, Tech Companies May Give Banks a Run for the Money Payment, Tech Companies May Give Banks a Run for the Money

    Consumers growing more comfortable using them for financial activities

    The latest Expectations & Experiences consumer trends survey from Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, finds a substantial number of consumers are comfortable using nonfinancial providers for essential activities such as paying bills, transferring money to others, and taking out loans. read more
  • For Life & Health Carriers, Time to Close the Digital Gap For Life & Health Carriers, Time to Close the Digital Gap

    To ignore the wave of reinvention and rebuilding the customer-experience puts the industry at a distinct disadvantage

    by Giuliano Altamura

    Consumer interaction with insurance providers is evolving rapidly and this is no less true in the health and life insurance sector. With the insurance industry representing 2.7% of GDP in the US , there is unprecedented pressure on carriers, brokers and agents alike to up their game if they want to stay in the running in the digital world. read more
  • Long-Term Planning Leads to Improving Financial Confidence Among Hispanic Small Business Owners Long-Term Planning Leads to Improving Financial Confidence Among Hispanic Small Business Owners

    Survey: As their businesses continue to grow, owners should shift their focus to the future

    Today's Hispanic small business owners feel their businesses are financially stable, but as they build success, they should turn their focus to the future. read more
  • Eight College Teams Set to Take Part in the Finals of the 2017 Financial Planning Challenge Eight College Teams Set to Take Part in the Finals of the 2017 Financial Planning Challenge

    Students to display their financial planning knowledge at the 2017 FPA Annual Conference

    Students to display their financial planning knowledge at the 2017 FPA Annual Conference DENVER (September 19, 2017) –The Financial Planning Association® (FPA®), Ameriprise Financial and the Certified Financial Planner Board of Standards, Inc. (CFP Board) are pleased to announce the 2017 Financial Planning Challenge finalists. This competition, which is jointly sponsored by the three groups, ... read more
  • Beware of Stock Fraud in the Wake of Hurricanes Harvey and Irma Beware of Stock Fraud in the Wake of Hurricanes Harvey and Irma

    Financial fraud often follows on the heels of disaster

    It may not be possible to predict when the next natural disaster will take place. What you can count on is that when it happens, scammers will try to take advantage of the situation. The tips below will help you protect yourself at any time. read more
  • The State of Advice: Who’s Missing From This Picture? The State of Advice: Who’s Missing From This Picture?

    What Matters in Advice and Guidance 2017: Spouses, Children and “One-Timers”

    Financial advice and guidance experiences frequently neglect the non-breadwinner spouse, children and “one-timers,” and in doing so, miss a valuable opportunity to connect with consumers... read more
  • Caregiving Is Risky Business for Family Caregivers Caregiving Is Risky Business for Family Caregivers

    New research from Transamerica Institute finds caregivers risking their health and finances to care for loved ones

    Nine out of 10 non-professional family caregivers feel that it's important to provide a good quality of life for the person they care for, like helping, and enjoy spending time with the care recipient. However, many caregivers are providing care at their own risk. read more
  • Financial Planning Association Honors Financial Planners for Giving Back to the Profession, Public Financial Planning Association Honors Financial Planners for Giving Back to the Profession, Public

    Four to receive the 2017 Heart of Financial Planning Award

    The Financial Planning Association® (FPA®), the country’s largest membership association for Certified Financial Planner™ (CFP®) professionals and those who support the financial planning process, is pleased to recognize Michael Branham, CFP®, Scott M. Kahan, CFP®, Marty Kurtz, CFP® and Tanya Steinhofer, CFP®, CFA as winners of the association’s 2017 Heart of Financial Planning Award. read more
  • AARP and Ad Council Launch Campaign to Empower Millions of Americans to Get on Track for Retirement AARP and Ad Council Launch Campaign to Empower Millions of Americans to Get on Track for Retirement

    The Campaign Introduces an Interactive Digital Experience that Breaks Down the Challenge of Saving into Simple, Achievable Steps

    Two in five households headed by Americans age 55-64 have no assets saved for retirement, according to the National institute on Retirement Security read more
  • 87% of Americans Favor Health Insurers  Being Required to Cover Pre-Existing Conditions 87% of Americans Favor Health Insurers Being Required to Cover Pre-Existing Conditions

    How Popular Is Obamacare? What Do People Think is Next for Healthcare? What Issues Do Americans Want Prioritized by Trump and Congress?

    A new insuranceQuotes study found that 53% of Americans feel the same about Affordable Care Act (ACA) now as they did before the 2016 election. read more