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  • New Year’s Resolutions for Advisors New Year’s Resolutions for Advisors

    Goals Include Framing Value for Clients, Proper Segmentation

    With advisors optimistic heading into the New Year, SEI (NASDAQ: SEIC) today released its annual list of New Year's resolutions for advisors focused on fostering growth for their firms in 2015. read more
  • Majority of New 401(k) Participants Rely on Balanced, Target-Date Funds Majority of New 401(k) Participants Rely on Balanced, Target-Date Funds

    Study: Equities Continue to Be the Dominant Investment Among Plan Participants

    The evolution of 401(k) plan designs has resulted in a significant increase in the use of balanced funds, including target-date funds, by recently hired 401(k) plan participants in 2013 compared with recently hired participants 15 years ago, according to a newly updated annual report by the Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI). read more
  • How Much Are Americans Pay in Investment Fees? How Much Are Americans Pay in Investment Fees?

    FeeX, a service that finds and reduces hidden fees within investment accounts, today released data that shows how much in fees are paid to manage and maintain a $10,000 investment. read more
  • A.M. Best Places Ratings of Genworth Financial, Inc. and Subsidiaries Under Review with Negative Implications A.M. Best Places Ratings of Genworth Financial, Inc. and Subsidiaries Under Review with Negative Implications

    Debt rating under review

    A.M. Best has placed the financial strength rating of A (Excellent) and the issuer credit ratings (ICR) of “a” of the key life/health subsidiaries of Genworth Financial, Inc. (Genworth) (Richmond, VA) [NYSE: GNW] under review with negative implications. Additionally, the ICR of “bbb” of Genworth and its existing debt ratings have been placed under review with negative implications. read more
  • How Retirement Plan Participants Use Advisors How Retirement Plan Participants Use Advisors

    More are making financial decisions themselves

    Retirement plan participants are not all using a financial advisor for their investments, though those that are have specific demands in the relationship, according to Spectrem Group's latest Defined Contribution (DC) Participant Series report, Advisor Usage Among DC Plan Participants. read more
  • Women Flex Their Buying Power Women Flex Their Buying Power

    The Greatest Gift: Account for Your Spending & Model the Behavior

    When it comes to buying power, women are steadily overcoming men. Throughout the next decade, women will control two-thirds of consumer wealth in the United States and will be the beneficiaries of the largest transference of wealth in our country’s history. read more
  • 3 Retirement Essentials Every Boomer Should Follow 3 Retirement Essentials Every Boomer Should Follow

    Market continues to steam along... or is it?

    Wow, what an amazing market ride over the last few years! Running on tracks laid by an unprecedented Federal Reserve monetary easing program, the market has once again run to new all-time highs and appears to still have some steam. Or does it? read more
  • 5 Life Insurance Game-Changers & Cautions 5 Life Insurance Game-Changers & Cautions

    What your clients need to know in 2015

    If your clients have been putting off buying life insurance or revising their current plans, they're not alone. Many consumers cite high premiums and a glut of red tape among the reasons they shy away from purchasing or modifying a policy read more
  • LIMRA: A Benefits Opportunity for Advisors LIMRA: A Benefits Opportunity for Advisors

    At companies with DC plans, most employees participate, but many acknowledge ignorance about investing

    401(k) plans have become Americans’ chief retirement savings vehicles. And there’s a lot to like about them—employer matches, tax breaks and loans, not to mention the convenience of an automatic, semiweekly investment. read more
  • Marketplace Fueled by Financial Strength Marketplace Fueled by Financial Strength

    Significant Trends; New Developments Create Favorable Market Environment for Annuities in 2015

    The Insured Retirement Institute (IRI) today released its “State of the Insured Retirement Industry: 2014 Review and 2015 Outlook” report identifying marketplace opportunities ahead in 2015. read more
  • Senate Democrats Push SEC on Disclosing CEO-to-Worker Pay Ratios Senate Democrats Push SEC on Disclosing CEO-to-Worker Pay Ratios

    With new law enacted, all that remains is to implement it

    A group of U.S. Senators, led by Robert Menendez (D-NJ), yesterday sent a letter Securities and Exchange Commission (SEC) Chair Mary Jo White urging the agency to forge ahead with a final rule requiring public companies to disclose their CEOs’ total compensation compared to rank and file workers as directed by the Dodd-Frank Wall Street Reform Act of 2010. read more
  • The Life of an Entrepreneur The Life of an Entrepreneur

    Nearly One Third of American Entrepreneurs Struggle to Balance Both Business and Personal Needs

    Nearly One Third of American Entrepreneurs Struggle to Balance Both Business and Personal Needs - Almost two thirds of entrepreneurs work more than 40 hours per week, which is above the average of just under 35 hours per week for the average American worker – A majority do not have a succession plan in place ... read more