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  • The Coming Automation of Wealth Management The Coming Automation of Wealth Management

    Research uncovers a marked discrepancy between advisors' thoughts, actions, and the reality of the market

    CLS Investments, LLC ("CLS"), a third party money manager and a leading manager of exchange-traded funds ("ETFs"), released its latest white paper in its Advisor IQ series today, The Coming Automation of Wealth Management and What it Means for Today's Financial Advisor. read more
  • Liquidity: Like Anything Else, Confidence Helps Liquidity: Like Anything Else, Confidence Helps

    Can a few 'irrationally overconfident investors' game the market?

    by Timothy Bernstein, Analyst

    Last Tuesday, right between the equity market’s morning rally and afternoon freefall, one economic indicator actually provided some good news. The Conference Board’s Consumer Confidence Index rose in August to 101.5, the second-highest reading since the financial crisis (January 2015 was the highest) and a nine-point improvement over July’s number. read more
  • Boston Estate Planning Council Receives 2015 “Council of Excellence” Award Boston Estate Planning Council Receives 2015 “Council of Excellence” Award

    A 'strong, multi-disciplinary environment' for planners

    The Boston Estate Planning Council (BEPC), a multi-disciplinary community of over 700 estate and wealth planning professionals, today announced that it has received the highest honor the National Association of Estate Planners & Councils (NAEPC) can bestow: the Leonard H. Neiman and Walter Lee Davis, Jr. Council of Excellence Award. read more
  • Only 51% Of Americans Own Life Insurance Only 51% Of Americans Own Life Insurance

    The main reason? ...Lack of understanding

    Only 51% of Americans own life insurance, and a primary reason is that it's a product that remains highly misunderstood. This is the latest finding from Northwestern Mutual's 2015 Planning & Progress Study. read more
  • Innovate Now! Innovate Now!

    With the threat of obsolescence, the industry must position itself for growth

    by Deb Smallwood

    All the time we hear about: We can’t afford not to innovate ... Why innovate when we are growing profitably today? … Innovation is an essential ingredient to sustain success ... Without innovation, the traditional business of insurance will become obsolete ... We talk about think big start small ... And the list goes on and on. read more
  • Markets Continue the Roller Coaster Ride Markets Continue the Roller Coaster Ride

    Emotion, not substance, appears to be the driver

    Market view from Azzad Asset Management, Falls Church, VA. Connect thru e-mail: info@azzad.net.

    Investors kicked off September by fleeing stocks, extending the losses suffered in August. This market is being driven by emotion, rather than a substantial change in the fundamentals of the economy. read more
  • Beyond Retirement, Whole Life Provides Valuable Options Beyond Retirement, Whole Life Provides Valuable Options

    This durable financial solution offers lifelong, flexible protections

    by Annise Henson

    Life insurance should be a basic building block of an employee’s financial foundation, but too often it’s overlooked, not purchased in sufficient amounts or not matched to the right needs. read more
  • Digital-Investment Savviness Spans Generations Digital-Investment Savviness Spans Generations

    A significant portion of older investors rely on mobile and digital investing tools

    E*TRADE Financial Corporation (NASDAQ:ETFC) today announced results from the most recent wave of StreetWise, E*TRADE’s quarterly tracking study of experienced investors. read more
  • Pre-Retirees to Millennials: Start Saving Now Pre-Retirees to Millennials: Start Saving Now

    Begin putting money away while in your twenties... and put it on auto-pilot

    Pre-retirees report a high level of confidence when their savings are on auto-pilot through automated vehicles including direct deposit into a 401k plan, a mortgage, or permanent life insurance, according to a new survey of pre-retirees between the ages of 50 and 62 with a household income of at least $80,000. read more
  • U.S. Individual Life Insurance Premium Improves 8% in Q2 U.S. Individual Life Insurance Premium Improves 8% in Q2

    Four consecutive quarters of growth

    U.S. individual life insurance new annualized premium increased 8 percent in the second quarter 2015, according to LIMRA’s Second Quarter 2015 Retail Life Insurance Sales Survey. read more
  • Financial Services Industry Embracing Compliance Financial Services Industry Embracing Compliance

    Regulatory scrutiny, client concerns driving compliance toward core business practice

    A new survey of financial services professionals conducted by Cipperman Compliance Services (CCS) reveals that asset managers, broker-dealers, and other firms are embracing compliance as a core function of their business, with an equal number of respondents reporting that they now spend as much on compliance as they do their legal counsel. read more
  • Who Are The New Advisors? Who Are The New Advisors?

    Consumers Believe Nontraditional Providers Will Drive Financial Industry Innovation

    While nearly half of all U.S. consumers believe nontraditional providers will drive innovation in the financial services industry, only 38 percent said they would consider a nontraditional provider for future financial services needs... read more
  • U.S. Housing Markets Strengthen U.S. Housing Markets Strengthen

    Over Half of All States; 40 Percent of Top 100 Metros in Stable Housing Range

    Freddie Mac (OTCQB: FMCC) today released its updated Multi-Indicator Market Index® (MiMi®) showing the U.S. housing market continuing to slowly stabilize with two additional states, Arkansas and Tennessee, and four additional metro areas entering their outer range of stable housing activity: Omaha, Nebraska; Scranton, Pennsylvania; Chattanooga, Tennessee and Madison, Wisconsin. read more