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  • Exploring a Conflict Between Wealthy Investors’ Beliefs and Actions Exploring a Conflict Between Wealthy Investors’ Beliefs and Actions

    Head vs. Heart: Eight out of 10 embrace the economic recovery, but remain hesitant to invest; Millennials more conflicted then others

    UBS Wealth Management Americas (WMA) today released its quarterly UBS Investor Watch report, "The conflicted investor," which surveyed wealthy investors before and after the recent market volatility and geopolitical turmoil. read more
  • Small Business Owners: U.S. is Facing a Retirement Crisis Small Business Owners: U.S. is Facing a Retirement Crisis

    Workers have help on the way thanks to sales, economic outlook

    A recent survey of U.S. small business owners (SBOs) reveals contradictory views on the retirement preparedness of the country's workers – yet offers an optimistic economic outlook for the next two years. read more
  • For Underfunded DB Plans, Private Investments May Lead to Higher Returns For Underfunded DB Plans, Private Investments May Lead to Higher Returns

    Today's low-return environment reveal the breadth of funding gas

    The vast majority of U.S. defined benefit pension plans -- as many as 70% -- have participants who are still accruing benefits or are open to new employees, according to data from the Pension Guarantee Corporation. read more
  • Challenges in Financing Long-Term Care Challenges in Financing Long-Term Care

    Are current funding mechanisms sustainable?

    In April 2014, the Bipartisan Policy Center (BPC) released a report on long-term care, “America’s Long-Term Care Crisis: Challenges in Financing and Delivery.” read more
  • Taking the Mystery Out of Training Millennials Taking the Mystery Out of Training Millennials

    How industries perceive, and connect with, a plugged-in generation

    by Evan Hackel

    "What are the most effective ways to train millennials?” is probably the question that training professionals hear more often than any other today... the question can seem mysterious and complex read more
  • Economic Slowdown Continues to Dominate International Business Landscape Economic Slowdown Continues to Dominate International Business Landscape

    Job cuts, low investment and finance tougher to come by, says global survey

    Falling income is the biggest concern for global businesses, according to the latest and largest regular global survey of finance professionals. read more
  • Contributions Remain High, But Canadians Still Puzzled by Tax Free Savings Accounts Contributions Remain High, But Canadians Still Puzzled by Tax Free Savings Accounts

     Less than a quarter consider themselves to be 'very knowledgeable' about TFSAs; One-in-ten TFSA holders contributed more than their limit in 2015

    While 55 per cent of Canadians have a Tax Free Savings Account and average annual contributions remain high, there is still confusion over how they work, what can be contained in them and the maximum contribution amounts, according to a report released today by BMO Bank of Montreal. read more
  • The Economics of Cyberattacks The Economics of Cyberattacks

    Increasing the time it takes to breach an organization by only 2 days discourages profit motive for attackers

    Increasing the time it takes to breach an organization by only 2 days discourages profit motive for attackers SANTA CLARA, Calif., Feb. 4, 2016 /PRNewswire/ — Palo Alto Networks® (NYSE: PANW), the next-generation security company, announced it published results of a survey sponsored by the company to explore the economics of cyberattacks. Available as a ... read more
  • Gold to Beat Stocks? Gold to Beat Stocks?

    Keep in mind that gold is just a brick, albeit a very shiny one

    by Axel Merk, Merk Investments

    "Stocks beat gold in the long run!" is a 'rallying cry' to buy stocks we have heard lately that gets me riled up. It’s upsetting to me for two reasons: first, an out of context comparison, in my opinion, misguides investors. It might be the wrong assertion in the short to medium term. read more
  • How CanDoes Student Debt Impact Retirement? How CanDoes Student Debt Impact Retirement?

    Issue becomes a focus for millions of households

    Prudential Financial, Inc. (NYSE:PRU) and The Center for Retirement Research at Boston College, at an event today at the Capitol, jointly unveiled the latest National Retirement Risk Index research, which highlights and examines the implications of student debt on Americans’ retirement readiness. read more
  • Modest Changes in 2016 Health Insurance Marketplace Premiums and Insurer Participation Modest Changes in 2016 Health Insurance Marketplace Premiums and Insurer Participation

    A 6% increase nationwide, compared to 4% for employer-based plans

    by Jon R. Gabel, Heidi Whitmore, Adrienne Call, Matthew Green, Rebecca Oran and Sam Stromberg

    Our updated analysis of the Affordable Care Act’s marketplace health plans finds that premiums increased 6 percent nationwide for all plans and benchmark silver plans in 2016. (By comparison, premiums in employer-based plans rose 4 percent in 2015—the most recent year available—and increased annually by 7.3 percent, on average, between 2000 and 2015.1) read more
  • Small Business Employment Increased by 79,000 Jobs in January Small Business Employment Increased by 79,000 Jobs in January

    Data keys on the important 0-49 employee demographic

    Private sector small business employment increased by 79,000 jobs from December to January according to the January ADP Small Business Report®. read more
  • If You Bill Them, Will They Run? If You Bill Them, Will They Run?

    Seeing today's fee model through the eyes of advisors and investors; Do we underestimate the value of advice?

    Despite ongoing discussion about the evolution of the advisory fee structure, advisors have been sluggish to make changes due to a persistent fear of losing clients. read more