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  • Many Americans Appear to Have a Discouraged Outlook on Retirement, But There’s Hope Many Americans Appear to Have a Discouraged Outlook on Retirement, But There’s Hope

    Social Security limitations, health care costs and planning for expenses contributing to negativity

    Only 21 percent of future retirees say life in retirement will be better, and 28 percent of recent retirees say life is worse in retirement, according to a new Nationwide Retirement Institute® survey (PDF). read more
  • Eight College Teams Set to Take Part in the Finals of the 2017 Financial Planning Challenge Eight College Teams Set to Take Part in the Finals of the 2017 Financial Planning Challenge

    Students to display their financial planning knowledge at the 2017 FPA Annual Conference

    Students to display their financial planning knowledge at the 2017 FPA Annual Conference DENVER (September 19, 2017) –The Financial Planning Association® (FPA®), Ameriprise Financial and the Certified Financial Planner Board of Standards, Inc. (CFP Board) are pleased to announce the 2017 Financial Planning Challenge finalists. This competition, which is jointly sponsored by the three groups, ... read more
  • Beware of Stock Fraud in the Wake of Hurricanes Harvey and Irma Beware of Stock Fraud in the Wake of Hurricanes Harvey and Irma

    Financial fraud often follows on the heels of disaster

    It may not be possible to predict when the next natural disaster will take place. What you can count on is that when it happens, scammers will try to take advantage of the situation. The tips below will help you protect yourself at any time. read more
  • The State of Advice: Who’s Missing From This Picture? The State of Advice: Who’s Missing From This Picture?

    What Matters in Advice and Guidance 2017: Spouses, Children and “One-Timers”

    Financial advice and guidance experiences frequently neglect the non-breadwinner spouse, children and “one-timers,” and in doing so, miss a valuable opportunity to connect with consumers... read more
  • Caregiving Is Risky Business for Family Caregivers Caregiving Is Risky Business for Family Caregivers

    New research from Transamerica Institute finds caregivers risking their health and finances to care for loved ones

    Nine out of 10 non-professional family caregivers feel that it's important to provide a good quality of life for the person they care for, like helping, and enjoy spending time with the care recipient. However, many caregivers are providing care at their own risk. read more
  • Protect Your Financial Future After a Divorce Protect Your Financial Future After a Divorce

    Consider these do’s and don’ts for those who divorce later in life

    A divorce can be draining—both emotionally and financially—especially later in life. And more and more people are getting divorced later in life. read more
  • Market Watch: Understanding Record Highs Market Watch: Understanding Record Highs

    Investors take a complacent posture on geo-political  events, look to market basics instead

    After briefly stumbling the week of September 4, domestic indexes notched significant gains last week and hit record highs. read more
  • Equifax Releases Details on Cybersecurity Incident, Announces Personnel Changes Equifax Releases Details on Cybersecurity Incident, Announces Personnel Changes

    Internal investigation continues; Joins FBI efforts

    As part of the company's ongoing review of the cybersecurity incident announced September 7, 2017, Equifax Inc. (NYSE: EFX) today made personnel changes and released additional information regarding its preliminary findings about the incident. read more
  • Financial Planning Association Honors Financial Planners for Giving Back to the Profession, Public Financial Planning Association Honors Financial Planners for Giving Back to the Profession, Public

    Four to receive the 2017 Heart of Financial Planning Award

    The Financial Planning Association® (FPA®), the country’s largest membership association for Certified Financial Planner™ (CFP®) professionals and those who support the financial planning process, is pleased to recognize Michael Branham, CFP®, Scott M. Kahan, CFP®, Marty Kurtz, CFP® and Tanya Steinhofer, CFP®, CFA as winners of the association’s 2017 Heart of Financial Planning Award. read more
  • AARP and Ad Council Launch Campaign to Empower Millions of Americans to Get on Track for Retirement AARP and Ad Council Launch Campaign to Empower Millions of Americans to Get on Track for Retirement

    The Campaign Introduces an Interactive Digital Experience that Breaks Down the Challenge of Saving into Simple, Achievable Steps

    Two in five households headed by Americans age 55-64 have no assets saved for retirement, according to the National institute on Retirement Security read more
  • Voluntary Pensions Help Enable Financial Security Voluntary Pensions Help Enable Financial Security

    New report released by the Global Aging Institute and Principal discusses pension policies for aging populations in emerging markets

    In most countries around the globe, people are living longer. The aging of the population poses special challenges for today’s emerging markets, where mandatory pension systems often cover just a fraction of the workforce and replacement rates are usually inadequate. read more
  • 87% of Americans Favor Health Insurers  Being Required to Cover Pre-Existing Conditions 87% of Americans Favor Health Insurers Being Required to Cover Pre-Existing Conditions

    How Popular Is Obamacare? What Do People Think is Next for Healthcare? What Issues Do Americans Want Prioritized by Trump and Congress?

    A new insuranceQuotes study found that 53% of Americans feel the same about Affordable Care Act (ACA) now as they did before the 2016 election. read more
  • Eight Key Traits of Highly Successful Advisors Eight Key Traits of Highly Successful Advisors

    How a deeper understanding of the industry's competitive advantages can redefine your path to success

    A Special Report based on the latest findings from the third annual Advisor Authority Study commissioned by Jefferson National, operating as Nationwide’s advisory solutions’ business, identifies eight traits of highly successful advisors. read more