Emerging Trends

  • Mass Association of Health Underwriters Announces Benefest 2017 Mass Association of Health Underwriters Announces Benefest 2017

    15th Annual statewide convention welcomes regional and national health insurance CEOs

    The Massachusetts Association of Health Underwriters (MassAHU) announced that Benefest 2017, the 15th Annual Statewide Conference and Trade Fair, will be held on Thursday, May 4th, at the DoubleTree Hotel in Westborough, Mass. read more
  • Personal Finance: What Women Do Better Than Men Personal Finance: What Women Do Better Than Men

    New perspectives on helping women fortify their financial strengths

    When it comes to personal finance, there are some areas where women simply do it better, according to recent research from Lincoln Financial Group (NYSE: LNC). read more
  • Will Fiduciary Rule Will Harm Retirement Savers? Will Fiduciary Rule Will Harm Retirement Savers?

    IRI Calls on Department to Delay Entire Rule, Collaborate with Other Regulators to Establish a Workable Alternative

    On April 17, the Insured Retirement Institute (IRI) submitted a comment letter to the Department of Labor calling for an extension of the applicability date for the entire Fiduciary Rule until the Department completes the review mandated by President Trump. read more
  • Troubling Trends: A Return to Higher Household Credit Card Debt Troubling Trends: A Return to Higher Household Credit Card Debt

    Americans show increased concerns over long-term finances, and more than one in four not saving for retirement

    As Financial Literacy Month begins, the National Foundation for Credit Counseling® (NFCC®) today released the results of the 2017 Financial Literacy Survey, now in its tenth year. read more
  • Gig Economy Influencing The Way Americans Accumulate Wealth Gig Economy Influencing The Way Americans Accumulate Wealth

    Analysis of Income Sources & Net Worth Highlights Growing Importance of Real Estate; Savings Up but Still a Gap

    One in 4 U.S. households has at least one partner employed in the gig economy with 70% of workers, an even higher percentages of older workers, saying alternative employment is by choice, according to new research from Hearts & Wallets, the source for retail investor data and insights. read more
  • On The Path To Financial Freedom On The Path To Financial Freedom

    Investing in Financial Education; Advancing Financial Knowledge

    Jackson, a leading provider of retirement strategies, today launched the Jackson Charitable Foundation, a nonprofit with a mission to advance financial knowledge on a national scale, and shared plans for the U.S. rollout of Cha-Ching™ Money Smart Kids, a financial education program designed to help children become financially empowered adults. read more
  • Stocks Slip for Second Week Stocks Slip for Second Week

    Eye on the Market Following Easter Weekend

    Last week, major indexes experienced losses for the second week in a row, with the S&P 500 falling 1.21%, the Dow giving back 1.01%, the NASDAQ dropping 1.26%, and the MSCI EAFE declining 0.14%. read more
  • Strong March Home Sales, Low Inventory Means Tougher Market for Buyers Strong March Home Sales, Low Inventory Means Tougher Market for Buyers

    What’s impacting consumer finances?

    March launched the home-buying season with post-recession records for increasing home sales and prices and decreasing inventory, according to this month's RE/MAX National Housing Report that surveys 53 metro areas. read more
  • Right-Sizing Life Insurance Reserves Right-Sizing Life Insurance Reserves

    How USAA’s long sought after regulatory changes help improve the customer experience

    by Shawn Loftus & Sean Scaturro

    For more than a decade, USAA Life Insurance Company (USAA) has supported an effort of political and regulatory change that would make life insurance more available and affordable for its members, the men and women of the military community. read more
  • Unexpected Student Loan Burden for Older Americans Unexpected Student Loan Burden for Older Americans

    Almost Sixty Percent Say Student Loan Debt is Hindering Their Retirement Savings

    IonTuition.com, the leading education-fintech company specializing in helping borrowers monitor, manage and repay their student loans, today announced the results of a new survey that shows how student loan debt is affecting older generations. read more
  • Paying For College: How to Get High Marks When Financing a Higher Education Paying For College: How to Get High Marks When Financing a Higher Education

    Senior CFP Board Ambassador Jill Schlesinger, CFP® offers advice for affording college

    With college acceptance letters arriving in the mail, students and their families throughout the country are celebrating. And with good cause: A higher education is one of the most important credentials in obtaining employment in today's labor market. read more
  • Bullish Sentiment Cools amid Positive Economic Indicators Bullish Sentiment Cools amid Positive Economic Indicators

    While the economy continues to produce positive headlines, bullish sentiment among investors retreated slightly from Q1 peaks.

    E*TRADE Financial Corporation (NASDAQ: ETFC) today announced results from the most recent wave of StreetWise, E*TRADE’s quarterly tracking study of experienced investors. read more
  • Tax Reform a Major Concern for Small Business Tax Reform a Major Concern for Small Business

    Anger focused on Congress, partisan politics

    The National Small Business Association (NSBA) Friday released the 2017 Small Business Taxation Survey which quantifies the federal tax burden on small-business owners, and provides their opinions on various tax reform proposals. read more