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  • The New Retirement: Freedom, Flexibility & Financial Security The New Retirement: Freedom, Flexibility & Financial Security

    Americans approaching retirement share their vision of ‘Success’ for their post-career lives

    Americans approaching retirement are focused on more than just the amount of their nest egg, according to the new TIAA Transition to Retirement Survey. read more
  • Who Are The Top Portfolio Trading Teams? Who Are The Top Portfolio Trading Teams?

    Institutional Investor's 2017 All-America Trading Team Rankings Highlight New Up-and-Comers

    Today Institutional Investor launches its All-America Trading Team rankings, spotlighting the top electronic, high-touch, and portfolio trading teams along with the best firms providing unique market color to the buy side. read more
  • U.S. Single Premium Pension Buy-out Sales Surpass $1.4 billion in the First Quarter U.S. Single Premium Pension Buy-out Sales Surpass $1.4 billion in the First Quarter

    This quarter marks the eighth consecutive quarter of $1 billion or more in sales

    This quarter marks the eighth consecutive quarter of $1 billion or more in sales WINDSOR, Conn., May 24, 2017— U.S. single premium pension buy-out sales totaled $1.4 billion in the first quarter 2017, a 31 percent increase compared with prior year results, according to LIMRA Secure Retirement Institute’s quarterly U.S. Group Annuity Risk Transfer Survey. ... read more
  • Many Seniors Are Unprepared to Maintain Independence as They Age Many Seniors Are Unprepared to Maintain Independence as They Age

    Confusion About Medicare Options, Uncertainty Regarding the ACA and Concerns Related to Healthcare Affordability Contribute to Increasing Anxiety Among Seniors

    SCAN, a leading senior-focused organization with the mission of keeping seniors healthy and independent, today announced comprehensive survey results that show many seniors are unprepared to live independently as they age. read more
  • Accident Insurance? Add It To Your Portfolio! Accident Insurance? Add It To Your Portfolio!

    Why this hot product offers more value than ever — no matter what happens with health care reform

    by Steve Hesler

    By the time you read this, repeal-and-replace health care reform legislation will either be a done deal, a dead duck or somewhere in between. But here’s the kicker: It doesn’t matter, because a competitive employee benefits program is about much more than medical insurance. read more
  • Optional Benefits – Changing a No to a Yes Optional Benefits – Changing a No to a Yes

    Connecting with your employees through benefits

    Recent LIMRA focus groups* show that many individuals who were confident in their decision to not purchase optional benefits, such as short-term disability and critical illness plans, reconsidered their decision once they had received more information on what those plans covered. read more
  • Investor Protection Takes Center Stage Investor Protection Takes Center Stage

    Financial Planners to Take Their Agenda to ‘The Hill’ During the 4th Annual FPA Advocacy Day in Washington, D.C.

    With investor protection taking center stage in recent deliberations among federal policymakers and legislators, there is an ongoing need to educate those forming policies that protect consumers to hear directly from financial planning professionals. read more
  • Mining the Market’s Growth Opportunities Mining the Market’s Growth Opportunities

    6 Reasons Private Equity Groups Are Investing In Homecare

    Private Equity Groups (PEGs) have recently been making huge investments in home health and hospice providers, according to Bradley Smith, managing partner at VERTESS, an international M + A advisory firm that helps healthcare business owners prepare their companies to be acquired or to make acquisitions to create new revenue growth. read more
  • Paying For Health Care Today Paying For Health Care Today

    Pre-Tax Premiums May Have Employees Singing the Post-Tax Blues

    by Matt Gerard, J.D.

    Employers who offer fixed indemnity health coverage or wellness programs to their employees may consider reassessing how that coverage is administered in view of a recent Internal Revenue Service (IRS) internal memorandum that examines the tax treatment of benefits paid by fixed indemnity health plans. read more
  • Americans With Financial Advisors Feel Significantly More Prepared For Retirement, Optimistic about the Economy and Less Stressed Americans With Financial Advisors Feel Significantly More Prepared For Retirement, Optimistic about the Economy and Less Stressed

    Guess what? Financial guidance is good... very good

    New findings from Northwestern Mutual's Planning & Progress Study revealed that Americans who receive guidance from financial advisors feel markedly more prepared for retirement. read more
  • Can a Negative Leader Become a Positive Leader? Can a Negative Leader Become a Positive Leader?

    Seven Leadership 
Tips That Make People Feel Great and Achieve Incredible Results

    Any business leader will tell you that running a world-class organization is no easy feat. It's challenging to work toward a vision and create a positive future for you and your team, especially since you are guaranteed to face all kinds of challenges, adversity, negativity, and tests along the way. read more
  • Inflation Fears Remain Subdued as Advisors Continue to Focus on Regulatory and Political Developments Inflation Fears Remain Subdued as Advisors Continue to Focus on Regulatory and Political Developments

    More advisors should be talking about long-term inflation risks, especially for older investors

    For the past three years, Fidelity has explored issues that are top-of-mind for advisors through its quarterly Fidelity® Advisor Investment Pulse survey. It found that topics like the government and economy, portfolio management, market volatility, and interest rates consistently rank at the top of advisors’ list of concerns. read more
  • Retirement and the Health Factor Retirement and the Health Factor

    Voya Financial releases findings on Americans' understanding of health care costs in retirement

    Voya Financial, Inc. (NYSE: VOYA), today released an educational white paper and findings from a recent survey examining Americans' understanding of health care costs in retirement. read more