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  • Why Do These Fed Decisions Matter?
    Why Do These Fed Decisions Matter?

    Hawks and Doves both thinking about inflation

    Markets lost ground last week, though a Friday rally on positive economic data helped trim losses. For the week, the S&P 500 lost 1.37%, the Dow dropped 0.96%, and the Nasdaq fell 1.48%.
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  • The Premium Just Got Personal…
    The Premium Just Got Personal…

    Insurers Need to Upgrade Technology to Bridge the Digital Divide

    As insurers look to fuel growth, build better relationships with customers and move into new markets, significant investment in technology will be needed in order to keep pace with change, according to a new report from State Street (NYSE:STT). “Platforms for Growth: Technology Innovations in the Insurance Business,” highlights that although insurers show an appetite for change, they are struggling to build a solid technology foundation that will better serve both their portfolios and customers.
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  • The 5 C’s for Building a Successful Practice
    The 5 C’s for Building a Successful Practice

     Since 2009, small business sees a robust rebound

    by Marsha Friedman

    Small businesses have made a huge recovery since the economic crash in 2008 and that’s good news for all of us. Since we account for 63 percent of new jobs, our success puts people back to work. That, in turn, helps us even more – people with paychecks buy stuff!
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  • Wealth Managers to Become More Like Financial Quarterbacks
    Wealth Managers to Become More Like Financial Quarterbacks

    On-Demand Data and Real-Time Decision Making Will Be Essential for Next-Generation Wealth Managers

    As the financial industry faces changing consumer desires and expanding digital offerings, bank and trust wealth management firms are at a crossroads in how to best bring young wealth managers into the fold, while simultaneously ensuring they have the support needed to succeed with the new breed of investor.
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  • Cash Value Life Insurance – An Untapped Resource for the Middle Class
    Cash Value Life Insurance – An Untapped Resource for the Middle Class

    Vast Middle-Market continues to challenge industry's efforts to serve it

    by David Wilken

    September is Life Insurance Awareness Month – an opportunity for us to impress upon consumers the need for and value of life insurance – but also a chance for carriers and brokers to assess the well-being of our industry, and discuss the challenges and opportunities we face in selling our products. Arguably, no target market presents more challenges – and opportunities – than middle market consumers.
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  • U.S. Economy to Maintain its Momentum Despite World of Worries
    U.S. Economy to Maintain its Momentum Despite World of Worries

    As China, Europe softens, US economy still on solid ground

    A new report from BMO Economics entitled "Can the U.S. Go it Alone?" notes that while the major economies of China, Japan and Europe are softening, the outlook for the U.S. economy remains on solid ground.
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  • Succession Planning for Business Owners
    Succession Planning for Business Owners

    Task: Breaking it down into manageable bites

    A successful succession plan anticipates potentially conflicting and competing demands on the business owner, and attempts to realign the business structure in an environment where old rules don't necessarily apply anymore
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  • Recession-Proof Your Retirement Years:
    Recession-Proof Your Retirement Years:

    Timely Book Helps Boomers Manage Looming Retirement Challenges

    Millions of older Americans have fear and anxiety about their retirement years as a result of recent volatility in the economy. To help with this challenge, Rest-of-Life Communications has released the fourth edition of Recession-Proof Your Retirement Years: Simple Retirement Planning Strategies That Work Through Thick or Thin.
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  • Talent Crisis in the Financial Advice Industry
    Talent Crisis in the Financial Advice Industry

    Study identifies three steps to help address an emerging issue

    Fidelity Investments® today released results of its Recruiting Redefined study, the first study to look at the full recruiting ecosystem of the financial advice profession, surveying Gen Y college students and young professionals, career influencers, new advisors and firm hiring managers.
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  • CFP Board Announces New Career Center
    CFP Board Announces New Career Center

    Online portal provides information and career opportunities about the advisory profession

    Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it is developing an online Career Center that will serve as the destination for those interested in a career as a financial advisor, the CFP® certification and job and internship opportunities.
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  • Debt is the Inheritance No One Wants
    Debt is the Inheritance No One Wants

    Securian presents survey at ABIA conference that highlights an insurance opportunity for banks

    Consumers of all ages wrestle with debt, but many do not realize what would happen to their debt should they die unexpectedly
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  • VIDEO: Life Products Have Moved Beyond Death Benefits
    VIDEO: Life Products Have Moved Beyond Death Benefits

    A.M.BestTV: Lincoln Financial Group’s SVP Mike Burns highlights 'emerging products'

    The seventh in a series of special interviews A.M.BestTV is running in September to support Life Insurance Awareness Month is an interview with Mike Burns, senior vice president of life solutions at Lincoln Financial Group.
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