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  • Positive Momentum in the Housing Market Stumbles Positive Momentum in the Housing Market Stumbles

    Despite strong labor market and attractive rates, promising market stalls

    Freddie Mac (OTCQB: FMCC) today released its updated Multi-Indicator Market Index® (MiMi®) showing that the U.S. housing market experienced some winter doldrums. read more
  • IRI Recognizes Marketing Innovators in the Retirement Income Industry IRI Recognizes Marketing Innovators in the Retirement Income Industry

    Voya Financial, Wells Fargo Advisors, Legg Mason, and AIG’s Liz Altman
    Honored with IRI Marketing Innovation Awards

    The Insured Retirement Institute (IRI) today recognized Voya Financial, Wells Fargo Advisors, Legg Mason, and AIG’s Liz Altman as the 2015 recipients of the IRI Marketing Innovation Award. read more
  • Employer Contributions to Health Savings Accounts Decreasing Employer Contributions to Health Savings Accounts Decreasing

    Survey: Higher HSA Contributions Correlates to Increased Enrollment
    in High Deductible Health Plans

    In 2014, employees saw a 10 percent decrease in their average single Health Savings Account (HSA) employer contribution from the previous year, from $574 in 2013 to $515 in 2014, according to new data released from the 2014 Health Plan Survey of United Benefit Advisors, the largest health benefits survey in the nation. read more
  • Calculating Retirement Savings Needs  by Age, Gender… Calculating Retirement Savings Needs by Age, Gender…

    ... and Chance of Success

    How much do workers need to have saved for retirement at different ages? And based on their age and income, how much needs to be contributed to their defined contribution plan to ensure a financially successful retirement? read more
  • Q4 & Year-End 2014 Annuity Sales Report Q4 & Year-End 2014 Annuity Sales Report

    Fixed Annuities Post Highest Sales Since 2009;
    Fixed Indexed Annuity and Income Annuity Sales Drive Growth

    The Insured Retirement Institute (IRI) today announced final fourth-quarter and year-end 2014 sales results for the U.S. annuity industry, based on data reported by Beacon Research and Morningstar, Inc. Industry-wide annuity sales in the fourth quarter of 2014 reached $56.6 billion, a 0.5 percent decrease from $56.9 billion in the previous quarter and a 4.6 percent dip from $59.3 billion in the fourth quarter of 2013. read more
  • 2015: The Year of mCrime 2015: The Year of mCrime

    Cybercrime Goes Mobile Thanks To Insecure Mobile Banking,
    mCommerce and mWallet Apps

    by Mark Laich

    Millions of consumers no longer visit a bank to deposit checks or conduct financial transactions. Instead they rely on the convenience of using their mobile devices to send money, view account balances and bank online. read more
  • More Than $5B in Total Consumer Benefits from ACA Medical Loss Ratio Provision More Than $5B in Total Consumer Benefits from ACA Medical Loss Ratio Provision

    Review of Payment Data Finds Consumer Rebates Dropped to $325 Million in 2013,
    as Insurers Stepped Up Compliance with the Law

    The Affordable Care Act’s medical loss ratio (MLR) provision yielded more than $5 billion in benefits to consumers from 2011 through 2013, either through the rebates that insurance companies have paid to them or through reduced health plan spending on overhead, according to a new Commonwealth Fund report. read more
  • Baystate Financial Raises $25,000 Baystate Financial Raises $25,000

    Firm Associates Participate in Boston Bruins Alumni vs. Baystate Financial
    All Stars in a Charity Hockey Game

    Baystate Financial, LLC announces that it has raised $25,000 in the Second Annual Baystate All Stars versus the Boston Bruins Alumni charity hockey game. read more
  • Meeting Income Objectives in Retirement Key for Target-Date Funds Meeting Income Objectives in Retirement Key for Target-Date Funds

    Active Management Rather Than Index-Tracking Preferred Investment Style 

    Retirement plan consultants say target-date funds should be structured to help workers meet their income objectives in retirement rather than be too focused on maximizing the size of their savings... read more
  • A.M. Best Comments on Republicans’ Proposal to Replace ACA A.M. Best Comments on Republicans’ Proposal to Replace ACA

    Patient CARE Act would scrap individual and employer mandates

    A.M. Best has released a briefing exploring the differences between a health-reform blueprint proposed by U.S. Republican senators and the Patient Protection and Affordable Care Act (ACA). read more
  • 9 in 10 Young Advisors Satisfied with Their Careers 9 in 10 Young Advisors Satisfied with Their Careers

    Making a difference...

    A new LIMRA study of young financial professionals reveals 91 percent said they are satisfied with their careers. read more
  • Profiles In Leadership Profiles In Leadership

    There are lessons to be learned from world's most powerful women

    by Kerstin Plehwe

    Learning from women who made it all the way to the top — independently from the societal circumstances like gender equality — is highly rewarding. Having had the chance to interact with powerful women around the globe, it becomes obvious that any woman holds the key to personal success in her own hands. read more