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  • A Digital Account-Review Appoinment?
    A Digital Account-Review Appoinment?

    CLS Investments to Offer Quarterly Video Statements for Financial Advisors to Use in Client Reporting

    CLS Investments' personalized video statements are available on digital and mobile platforms and include a review of the individual's portfolio movements throughout the quarter, the most notable market activity from the previous quarter, and how CLS reacted to said activity.
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  • Reaching Gen Y…In Politics and Insurance
    Reaching Gen Y…In Politics and Insurance

    Using predictive modelling to find your way 'behind the screen'

    When it comes to reaching Gen Y, LIMRA research reflects the same results as found by David Plouffe, campaign strategists for President Barack Obama's 2008 and 2012 presidential campaigns.
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  • You Had Me at Ello
    You Had Me at Ello

    Five Questions with "Anti-Facebook" Founder Todd Berger

    by John P. David

    Rarely a week goes by that I don’t encounter someone who is frustrated with social media. I have friends who have taken extended breaks from Facebook, and others who often see it as a platform for people to be nasty in a somewhat anonymous manner. Still others just find Facebook overly commercialized.
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  • Social Security- What You Don’t Know Can Cost You
    Social Security- What You Don’t Know Can Cost You

    Video and Social Security program building strong retirement foundation

    A Social Security video that illustrates factors people should consider when planning their Social Security benefits is now available at www.allianzlife.com/socialsecurity.
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  • Wise Giving…
    Wise Giving…

    Data Shows Lack of Understanding, Scrutiny Amongst Donors

    New data on how Americans donate to charities pinpoints a lack of donor understanding and the need for simple tools to help donors give wisely. The study reveals that Americans consider finances to be the most important indicator of trust, which is a misguided review of a nonprofit organization according to the BBB Wise Giving Alliance.
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  • Majority of IRA Owners Hold “Extreme” Asset Allocations
    Majority of IRA Owners Hold “Extreme” Asset Allocations

    23.7% hold less than 10% in equities; One-in-Five hold 90% in bonds

    Almost 60 percent of individual retirement account (IRA) owners have their savings in an “extreme” investment allocation in 2012, meaning less than 10 percent or more than 90 percent in a particular investment category, according to a new report by the nonpartisan Employee Benefit Research Institute (EBRI).
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  • 4 Reasons Why Retirees Don’t Need a Nest Egg
    4 Reasons Why Retirees Don’t Need a Nest Egg

    Conventional Wisdom Has Its Flaws for Middle America

    We are quickly coming to a reckoning in this country regarding the well-being of retirees, says Jeff Bucher, a financial advisor who helps working-class Americans plan their golden years.
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  • Avoiding ‘Benefits Fatigue’
    Avoiding ‘Benefits Fatigue’

    Portfolio approach reduces the stress of open enrollment

    Rather than endure the typically laborious process of completing open enrollment, more than half of respondents to a recent Harris Poll survey said they would prefer to be doing any other unpleasant activity—including going to the dentist, seeing a movie about the life of Lindsay Lohan, or appearing on “The Apprentice” with Donald Trump.
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  • Study: Majority of Parents Provide Financial Support to Their Adult Children
    Study: Majority of Parents Provide Financial Support to Their Adult Children

    Nearly half say it has negatively impacted their retirement savings

    A new LIMRA Secure Retirement Institute study finds that 6 in 10 American parents provide financial support to their adult children, which could undermine their retirement readiness.
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  • Retirement Plan Participation Starts Ticking Up Again
    Retirement Plan Participation Starts Ticking Up Again

    An overall growth in all categories since 2008

    The percentage of workers who participate in an employment-based retirement plan increased in 2013 for the first time since 2010—both among all workers and private-sector workers, according to a new report by the nonpartisan Employee Benefit Research Institute (EBRI).
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  • LIMRA’s Kerzner: Consumers Are Changing – We Must As Well
    LIMRA’s Kerzner: Consumers Are Changing – We Must As Well
    Robert A. Kerzner, CLU, ChFC, president and CEO of LIMRA, LOMA and LL Global, opened the 98th LIMRA Annual Conference in New York, examining changes in consumers’ demographics – and expectations – and exploring the impact on the financial services industry.
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  • BBB Warns of E-Bay Scam
    BBB Warns of E-Bay Scam

    Cross-Site scripting allows thieves to appear like the real thing...

    Cross-Site scripting allows thieves to appear like the real thing… The Better Business Bureau is warning consumers of a very common online-scam. Next time you shop on eBay, watch out for this scam. Con artists are exploiting a vulnerability in eBay’s editing feature to redirect online shoppers to lookalike websites that can steal passwords. How ...
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