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  • How Will the DOL Rule Impact Asset Retention Rates? How Will the DOL Rule Impact Asset Retention Rates?

    Two thirds of retirement plan providers are optimistic

    A new LIMRA Secure Retirement Institute study shows that 64 percent of the top retirement plan record-keepers and providers believe the Department of Labor (DOL) fiduciary rule will have a positive or neutral effect on their overall asset retention rate over the next two years. read more
  • Wealthy Investors Think Economy is Most Important Election Issue Wealthy Investors Think Economy is Most Important Election Issue

    Believe the winner will impact their financial well-being

    UBS Wealth Management Americas (WMA) today released its quarterly UBS Investor Watch report, "Electing the economy," illustrating wealthy investors’ serious concerns about the potential impact of the U.S. presidential election on the economy, which 84% cite as a top issue in this election. read more
  • Welcome to the Future of Retail 2020 Welcome to the Future of Retail 2020

    Consumers as VIPs, the Reinvention of Money, Robots at your Service

    As the UK retail sector faces up to a tough new post-Brexit landscape, retailers must stay ahead of the factors influencing fast-changing consumer behaviour. read more
  • Boomers Opt for ESOPs as a Succession Planning Tool Boomers Opt for ESOPs as a Succession Planning Tool

    Selling a company from within

    Unicast Co., a client of SES Advisors Inc., is a gray-iron foundry based in Boyertown that has operated since the 19th century. Under the ownership of Louis "Lou" Monaco Jr., a seasoned foundry executive, the company has thrived the last 30-plus years. read more
  • As Investors Seek Tech-Savvy Advisors,  Will Financial Professionals Adapt? As Investors Seek Tech-Savvy Advisors, Will Financial Professionals Adapt?

    Solutions for the tech-focused needs of your clients

    Whether it’s mapping the shortest driving route with GPS or making restaurant reservations through a smartphone app, people expect technology to provide them with the answers and the assistance they need. read more
  • Eighty Six Percent of Insurance Professionals Believe the Industry is Making Strides Toward Achieving Gender Equality Eighty Six Percent of Insurance Professionals Believe the Industry is Making Strides Toward Achieving Gender Equality

    IICF Study: More Active Recruitment of a Gender-Diverse Workforce Plays Key Role

    he insurance industry is demonstrating significant progress when it comes to gender equality, according to 86 percent of women attending the Insurance Industry Charitable Foundation’s (IICF) 2016 Women in Insurance Conference Series. read more
  • For Plan Sponsors, Age-Specific Strategies Over One-Size-Fits-All For Plan Sponsors, Age-Specific Strategies Over One-Size-Fits-All

    Survey: Targeting Responses by Demographic Groups Pays Off

    Results from a new OneAmerica® survey show that age-specific strategies, rather than a one-size-fits-all approach, may be the most effective method for plan sponsors to address retirement readiness, illustrating the difference between Millennials in the workforce and those closer to the end of their career. read more
  • Managing Directors from Sienna Ventures Review Post-Brexit Options Managing Directors from Sienna Ventures Review Post-Brexit Options

    Follow-up on the Brexit Fallout, and how venture capital firms are fleeing London

    Like many people in the Private Equity and Venture Capital industries, James Bernard and the other managing directors from Sienna Ventures have spent a lot of time lately discussing Brexit, and the impact of the historic exit of Britain from the European Union. read more
  • Homes Selling Fast Amid Low Supply Homes Selling Fast Amid Low Supply

    Buyers need to act quickly, as homes are flying off the market faster than at any time since 2010

    Homes are selling an average of a week faster than they did a year ago, meaning home shoppers should be prepared to move quickly in a competitive housing market, according to the June Zillow® Real Estate Market Reports. read more
  • MetLife US Retail Business to Rebrand as Brighthouse Financial MetLife US Retail Business to Rebrand as Brighthouse Financial

    New Name Embodies Promise to Consumers

    MetLife, Inc. (NYSE: MET) (“MetLife” or the “Company”) today announced that it will rebrand its U.S. Retail business as Brighthouse Financial after it is separated from the Company. read more
  • Investment Managers Less Optimistic Regarding U.S. Job Growth Investment Managers Less Optimistic Regarding U.S. Job Growth

    Expect Increased Market Volatility; U.S. Equity Valuations Seen as Less Attractive

    Concerns about job growth, political uncertainty and market volatility weighed on investment managers even as positive sentiment continued to rise in the most recent quarterly survey by Northern Trust Asset Management. read more
  • Majority of Americans Prefer “People Plus Technology” Approach to Financial Advice Majority of Americans Prefer “People Plus Technology” Approach to Financial Advice

    As life becomes busier and more complex, a clear call for informed guidance

    The established value of human advice in financial planning is not easily replaced by technology alone. This is according to new findings from Northwestern Mutual's 2016 Planning & Progress Study. read more
  • The Top 10 Ways Emerging Tech Will Transform Insurance The Top 10 Ways Emerging Tech Will Transform Insurance

    Managing a massive upheaval and transformation in the business world

    by Mark Breading

    Will the unrelenting advance of emerging technologies in the world really transform insurance? That’s the big question. read more