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  • PIABA to SEC: Bar Brokers From Buying a Clean Record
    PIABA to SEC: Bar Brokers From Buying a Clean Record

    Group urges adoption of FINRA's proposition

    With the expiration yesterday of a deadline for a decision about a key rule that would protect investors, the Public Investors Arbitration Bar Association (PIABA) is calling on the U.S. Securities and Exchange Commission (SEC) to approve Rule 2081 without further delay.
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  • 3 Ways to Get Your Audience Engaged  with Your Brand This Summer
    3 Ways to Get Your Audience Engaged with Your Brand This Summer

    Marketing Strategies Should Adapt to Fit the Season, Says Skywriting CEO

    It’s summertime and whether or not people have vacation time to spare, they still behave accordingly, says advertising entrepreneur Patrick Walsh.
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  • MassAHU Embraces 2014 Board of Directors
    MassAHU Embraces 2014 Board of Directors

    Association continues mission to serve advisors at work in the healthcare insurance domain

    he Massachusetts Association of Health Underwriters (MassAHU) is a trade association representing over 1,000 health insurance agents, brokers and advisors statewide and has been in the forefront of advocacy and public awareness on the role and contributions that employee benefits professionals bring to the public.
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  • Economic Scenarios: Smooth Sailing Ahead or Calm Before the Storm?
    Economic Scenarios: Smooth Sailing Ahead or Calm Before the Storm?

    Overly complacent markets could lead to an unexpected increase in volatility

    THE UBS GLOBAL ASSET MANAGEMENT Cyclical Market Forum, held quarterly to discuss three plausible economic scenarios and their potential implication for investments over the next 12 months, found its 2Q14 Forum dominated by discussions over continued strong market returns and low volatility levels across many asset classes, as well as concerns that potential negative shocks to the global economy have not been fully priced into the markets.
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  • Are Your Client’s Insuring Their Retirement Plans?
    Are Your Client’s Insuring Their Retirement Plans?

    The challenge is in understanding the value of their greatest asset

    You have insurance on your home, your car, your health. How about your retirement plan?
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  • Americans Would Love Annuities…
    Americans Would Love Annuities…

    ... if only they knew what they were

    According to a survey by The Phoenix Companies, Inc. (NYSE:PNX), 71 percent of Americans said they would consider buying an annuity to meet a variety of needs, including predictable monthly income, leaving an inheritance for their heirs, assistance with chronic care expenses and asset accumulation opportunities.
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  • Retirement Readiness Within Reach for Americans
    Retirement Readiness Within Reach for Americans

    Prudential paper highlights importance of 401(k) participation; Starting early, improving saving behavior along the way

    Americans who have access to 401(k) plans can help to achieve a more secure retirement if they start early and save consistently over the course of their career, according to new research sponsored by Prudential Financial, Inc.
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  • Markets Shake Off  Global Worries
    Markets Shake Off Global Worries

    Despite the pull of other forces, momentum continues

    Weekly market view from LMK Wealth Management

    Despite a tumultuous week that had it all - earnings, volatility, geopolitical shock, and monetary policy news - markets were still able to chalk up a win. For the week, the S&P 500 gained 0.54%, the Dow grew 0.90%, and the Nasdaq added 0.38%.
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  • Resources for Rookies and Seasoned Pros
    Resources for Rookies and Seasoned Pros

    How Ash Brokerage is improving practices while enhancing the future of the industry

    by Adam Schaefer

    “You don’t know what you don’t know.” I love that saying. It comes to mind often as I work with advisors all over the country.
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  • The “Great Re-Moderation” Defines Mid-Year 2014 Global Market
    The “Great Re-Moderation” Defines Mid-Year 2014 Global Market

    U.S. equities over fixed income; Market shocks cautioned

    Russell Investments released today its Strategists’ 2014 Global Outlook – Third Quarter Update, which provides the most recent guidance for the firm’s multi-asset portfolios and services from Russell’s global team of investment strategists.
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  • Recovery Out-muscles Debt, Interest Rates and Policy Gridlock
    Recovery Out-muscles Debt, Interest Rates and Policy Gridlock

    While long-term sentiments indicate restrained improvements, signs point to accelerating growth over the next few years

    Dun & Bradstreet (NYSE:DNB), the world’s leading source of commercial information and insight on businesses, today announced the results of its Global Economic Update for 2014, based on deep analysis of its proprietary business data.
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  • High Tide for Savings
    High Tide for Savings

    Stock Market’s Rise Lifts Retirement Balances to a New Record High

    At the end of the second quarter, Fidelity’s analysis of its 401(k) 1 and IRA accounts revealed: “The recent record markets have resulted in increased retirement savings for millions of Americans”
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