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  • Employers Must Appeal to the Needs of ‘Savers,’ Not ‘Investors’ to Boost Retirement Readiness
    Employers Must Appeal to the Needs of ‘Savers,’ Not ‘Investors’ to Boost Retirement Readiness

    Advisors Survey: Investment Risk Appetite and Retirement Confidence Remain Critically Low

    A new transatlantic defined contribution (DC) survey from State Street Global Advisors (SSgA), the investment management business of State Street Corporation (NYSE:STT), has found that retirement confidence remains alarmingly low among DC plan participants polled in the US, UK and Ireland.
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  • Insurers’ Use of Social Media Has Jumped More Than 50 Percent Since 2010
    Insurers’ Use of Social Media Has Jumped More Than 50 Percent Since 2010

    A robust 75% participate in social media strategies

    A new LIMRA survey finds that 93 percent of life insurance companies had social media programs in place in 2013, up 55 percent from 2010 (when only 60 percent of companies used social media).
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  • U.S. Middle Market Companies Looking to Hire
    U.S. Middle Market Companies Looking to Hire

    A compelling investment opportunity

    Conditions are ripe for investments at medium-sized enterprises over the next six months, according to the inaugural American Express Survey of Mid-sized Companies. Revenues are reported to be up year-over-year (70%) and a large majority (91%) of U.S. middle market companies are confident they can access the capital they need to grow. More than eight-in-ten firms (81%) plan to make an investment in human capital and hire staff over the next six months.
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  • Target Date Funds: Market Timing Roulette Wheels?
    Target Date Funds: Market Timing Roulette Wheels?

    Wagging the retirement-income dog again

    by Steve Selengut

    Ross Kerber’s Reuters “feed” entitled: “Target date funds try timing the market” is really a must read article… what it says in a nutshell is that market value growth considerations are wagging the retirement income dog yet again.
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  • LTCi Costs Changing; Qualifications Can Be Challenging
    LTCi Costs Changing; Qualifications Can Be Challenging

    Where is the Price / Health Sweet-Spot?

    Why would a 60-year old New York couple pay $3,250 yearly for long term care insurance when virtually identical coverage costs $1,800, some 57 percent less? "More than ever, consumers face a real challenge when considering long term care insurance," explains Jesse Slome, director of the American Association for Long Term Care Insurance (AALTCI) a national trade group
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  • from MassAHU: DOI Schedules LTCi Hearing
    from MassAHU: DOI Schedules LTCi Hearing

    To focus on amendments to LTCi rate-stabilization report

    from the Massachusetts Association of Health Underwriters (MASSAHU.org) to all concerned stakeholders

    On August 1st at 10:00 a.m., the Division of Insurance (DOI) will hold a hearing for concerned stakeholders to provide comments on the proposed amendments to the Long Term Insurance Rate Stabilization report that will set new standards for long-term care insurance policies, rate setting and cost controls – all to create valuable consumer protections.
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  • Assessing the Impact of the Dodd-Frank Act Four Years Later
    Assessing the Impact of the Dodd-Frank Act Four Years Later

    Testimony: Haphazard implementation has allowed unintended consequences

    Anthony Carfang, Partner, Treasury Strategies, Inc. testified Wednesday at the U.S. House of Representatives on "Assessing the Impact of the Dodd-Frank Act Four Years Later." Treasury Strategies supports the House's Committee on Financial Services efforts to ensure the Dodd-Frank Act and all other financial regulation is implemented in a manner that supports a stable and robust financial system.
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  • Employee Benefits: Today, Tomorrow, and Yesterday
    Employee Benefits: Today, Tomorrow, and Yesterday

    Understanding, and serving, an evolving & multi-generational workplace

    News from the Employee Benefits Research Institute

    While much has changed with health and retirement benefits during the past three decades—the first generation of the main federal law governing private-sector benefits, the Employee Retirement Income Security Act (ERISA)—many of the issues that were present at the founding of the nonpartisan Employee Benefit Research Institute (EBRI) remain with us today.
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  • SEC Approves FINRA Rule to Prohibit Conditioning Settlements on Expungement
    SEC Approves FINRA Rule to Prohibit Conditioning Settlements on Expungement

    To protect the integrity of the CRD system

    he Financial Industry Regulatory Authority (FINRA) today announced that the Securities and Exchange Commission (SEC) has approved a new rule prohibiting firms and registered representatives from conditioning settlement of a customer dispute on - or otherwise compensating a customer for - the customer’s agreement to consent to, or not to oppose, the firm’s or representative’s request to expunge such information from the Central Registration Depository (CRD) system.
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  • Why don’t more women feel successful in their careers?
    Why don’t more women feel successful in their careers?

    Majority of women happy with lives, but only one quarter feel successful

    While U.S. women hold 50 percent of professional jobs and 35 percent of managerial roles, research points out that this group still doesn't declare themselves successful. One possible explanation is the uncomfortableness and confliction women face when it comes to power.
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  • PIABA to SEC: Bar Brokers From Buying a Clean Record
    PIABA to SEC: Bar Brokers From Buying a Clean Record

    Group urges adoption of FINRA's proposition

    With the expiration yesterday of a deadline for a decision about a key rule that would protect investors, the Public Investors Arbitration Bar Association (PIABA) is calling on the U.S. Securities and Exchange Commission (SEC) to approve Rule 2081 without further delay.
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  • 3 Ways to Get Your Audience Engaged  with Your Brand This Summer
    3 Ways to Get Your Audience Engaged with Your Brand This Summer

    Marketing Strategies Should Adapt to Fit the Season, Says Skywriting CEO

    It’s summertime and whether or not people have vacation time to spare, they still behave accordingly, says advertising entrepreneur Patrick Walsh.
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