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  • Central Bank Bullying: Investor Implications
    Central Bank Bullying: Investor Implications

    Are we just bystanders to our policymakers?

    by Axel Merk

    “Bullying” by the Fed, ECB, Bank of England and Bank of Japan has been in place for up to six years, forcing not-so-mighty central banks, savers and investors to deal with the consequences. Understanding the dynamics may help investors to navigate what’s ahead.
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  • Markets Slide Before Key Fed Meeting
    Markets Slide Before Key Fed Meeting

    Investors hedge before a big week...

    Weekly market view from LMK Wealth Management

    Markets closed last week on a down note - breaking five straight weeks of gains - as investors hedged their bets ahead of a pivotal Federal Reserve Open Market Committee Meeting. For the week, the S&P 500 lost 1.10%, the Dow dropped 0.87%, and the Nasdaq slid 0.33%.
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  • Scotland’s Hamlet Moment:
    Scotland’s Hamlet Moment:

    To Leave or Not to Leave? That is the Question

    by Adolfo Laurenti, Chief International Economist for Mesirow Financial

    To Leave or Not to Leave? That is the Question by Adolfo Laurenti, Chief International Economist for Mesirow Financial   September 16, 2014 7:39am EST – CHICAGO–(BUSINESS WIRE)–In this week’s edition of Themes on Global Markets, Mesirow Financial’s Chief International Economist takes a close look at how a vote in Scotland this ...
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  • A New Approach to Retirement Income: Low-Cost Investment-Only Variable Annuities
    A New Approach to Retirement Income: Low-Cost Investment-Only Variable Annuities

    Can Generate More Income, Accumulate More Wealth and Leave Larger Legacy

    efferson National and Wade Pfau, Ph.D., CFA, Retirement Income Professor at The American College of Financial Services, today released a whitepaper to help RIAs and fee-based advisors better understand when a guaranteed variable annuity (VA) is worth the cost of the additional protection it provides versus when an unguaranteed, low-cost Investment-Only VA (IOVA) may, in some instances, provide greater wealth accumulation to generate greater retirement income or legacy potential.
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  • Did Your Mayor Take the Pledge?
    Did Your Mayor Take the Pledge?

    Asking Mayors to Improve Lives of Older Americans

    The Milken Institute recently began contacting mayors across America, asking that they commit to improve the lives of older people in their cities by signing the Best Cities for Successful Aging Mayor's Pledge.
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  • LIMRA Study Looks at Future Plans for Social Media by Financial Services Companies
    LIMRA Study Looks at Future Plans for Social Media by Financial Services Companies

    A growing engagement of new media channels

    In 2013 LIMRA asked financial services firms about their future plans for social media. For the most part, plans emphasized growing the community and learning more about how to best use the different networks.
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  • Americans agree on success factors
    Americans agree on success factors

    Minority populations optimistic for financial future

    Despite differences among various minority populations in the U.S., the majority of respondents in an online Harris Interactive survey commissioned by Northwestern Mutual believe financial success is within reach.
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  • Stash the Cash…
    Stash the Cash…

    Generation Z Opts to Stash Their Cash in Savings Rather Than Invest
;

    Facing worries of unemployment, diminishing Social Security benefits and an average student loan debt of $29,000, those in Generation Z (ages 15-24) understand the importance of saving. TD Ameritrade’s 3rd Annual Generation Z survey takes a closer look at what this generation is doing right and where there is room for improvement.
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  • Frontier Funds—Travel With Care
    Frontier Funds—Travel With Care

    Understanding the heightened risk of Frontier Funds

    The Financial Industry Regulatory Authority (FINRA) issued a new Investor Alert called Frontier Funds—Travel With Care cautioning investors interested in funds that invest in frontier markets to carefully consider the heightened risks in these markets.
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  • Women & Money
    Women & Money

    Do women have a different relationship with money than men?

    Do women have different relationships with money than men? Very definitely, yes, says entrepreneur and business coach Meriflor Toneatto.
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  • NAILBA Announces 2014 Charitable Grant Recipients
    NAILBA Announces 2014 Charitable Grant Recipients

    Member communities rally for children, Life Happens

    The National Association of Independent Life Brokerage Agencies (NAILBA) Charitable Foundation awarded $265,000 in grants to organizations in NAILBA member communities...
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  • Client Segmentation Becoming More Prominent Marketing Strategy for Advisors
    Client Segmentation Becoming More Prominent Marketing Strategy for Advisors

    Nearly 80 Percent Use Segmentation; Niche Strategies Not Widely Used

    A growing number of financial advisors believe that client segmentation is a valuable and viable marketing strategy to build a more specialized client base, according to a survey released today by SEI (NASDAQ: SEIC).
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