Marketing

  • Northwestern Mutual Recognizes the United States Armed Forces During Military Appreciation Mont Northwestern Mutual Recognizes the United States Armed Forces During Military Appreciation Mont

    Financial armor to servicemen and women for a stronger retirement

    Northwestern Mutual, an American company with nearly 160 years of proud service to its clients, celebrates Military Appreciation Month in May by supporting the men and women who serve our country with insights and tips for a stronger financial future. read more
  • 12% of Banking CEOs Don’t Know if Their Bank has Been Hacked 12% of Banking CEOs Don’t Know if Their Bank has Been Hacked

    Survey: Disconnect between banking CEOs and their top-level executives about cyber vulnerabilities

    Twelve percent of banking CEOs surveyed say they do not have insight into whether their institution's security has been compromised by a cyber attack in the past two years, according to KPMG, the audit, tax and advisory firm. read more
  • Entrepreneurs Choose Career Path of Most Resistance Entrepreneurs Choose Career Path of Most Resistance

    Business Owners Willing to Work Hard for Greater Control of Their Destiny; Less Than Half Have an Exit Strategy

    In its annual survey of high net worth business owners, U.S. Trust found that business ownership can be challenging, but most entrepreneurs wouldn’t consider any other line of work and have personally invested themselves and their families in their businesses. read more
  • The Future of Business is Customer-Centric The Future of Business is Customer-Centric

    Will usage of services replace ownership of products?

    by Bill Stephenson

    A wind of change is blowing through the factories and design centers of the world. read more
  • Retirees Clear In New Survey: We Want To Stay In Our Homes Retirees Clear In New Survey: We Want To Stay In Our Homes

    Desire to 'age in place' increases significantly over time

    An overwhelming number of people nearing or in retirement want to remain in their current home as long as possible, according to the results of a new survey released by The American College of Financial Services. read more
  • In Tough Conversations, Seek to COMPLETE, Not COMPETE In Tough Conversations, Seek to COMPLETE, Not COMPETE

    You're trying to help, not win

    by Lynne Cunningham, MPA

    At some point you will have to have a difficult conversation at work. There's just no way around it. read more
  • Insurance Websites Not Keeping Pace with Changing Customer Expectations Insurance Websites Not Keeping Pace with Changing Customer Expectations

    Although the Digital Shopping Experience Is Getting Easier, There Is Only Modest Improvement When It Comes to Digital Self-Service Tasks

    Insurer websites are not keeping up with customer expectations, with just over half saying they "definitely will" return to the site for their servicing needs, according to the J.D. Power 2016 Insurance Digital Evaluation Study,SM released today. read more
  • Pearls of Wealth & Wisdom Pearls of Wealth & Wisdom

    Women of All Ages Learn What It Takes to be Financially Savvy at Every Stage of Life

    The women financial advisors and tax professionals at Bridgewater Wealth & Financial Management hosted a special event designed to empower women of all ages to take control of their financial lives. read more
  • Helping Couples Acknowledge the ‘Elephant in the Room’ Helping Couples Acknowledge the ‘Elephant in the Room’

    W&S Financial program triggers conversations and planning for couples

    W&S Financial program triggers conversations and planning for couples CINCINNATI — May 20, 2016 — Helping couples acknowledge the “Elephant in the Room” when it comes to discussing their financial well-being is the aim of a multi-faceted effort sponsored by W&S Financial Group Distributors, Inc., the wholesale distributor of annuities and life insurance from member companies ... read more
  • Advisors Can Drive Growth by Managing Their Clients’ “Moments of Truth” Advisors Can Drive Growth by Managing Their Clients’ “Moments of Truth”

    Working with your clients to better understand, manage their financial lives

    New Fidelity research finds that advisors who provide financial planning services to their clients have higher assets under management (AUM) and higher compensation vs. their peers: their AUM is almost four times greater ($150 million vs. $38 million) and their compensation is 40 percent higher ($200,000 per year vs. $140,000 per year). read more
  • It’s Good To Be A CFP It’s Good To Be A CFP

    Survey of CFP® Professionals Shows Continued High Satisfaction with CFP® Certification, Growing Satisfaction with CFP Board's Public Awareness Campaign

    Certified Financial Planner™ professionals continue to be very satisfied with their career choice and decision to obtain the CFP® certification, and they are increasingly satisfied with the progress of the Public Awareness Campaign run by Certified Financial Planner Board of Standards, Inc. (CFP Board), according to a new survey. read more
  • John Hancock Completes Transaction with Transamerica, Significantly Expanding Its Signator Investors, Inc. Broker-Dealer John Hancock Completes Transaction with Transamerica, Significantly Expanding Its Signator Investors, Inc. Broker-Dealer

    Signator grows assets under administration to nearly $50 billion, gains more than 800 advisors and 80 employees

    John Hancock Financial Network, Inc.(JHFN), a distribution channel of John Hancock, today announced the completion of its acquisition of certain assets of St. Petersburg, FL-based Transamerica Financial Advisors, Inc. (TFA), a Transamerica company. Terms were not disclosed. read more
  • Northwestern Mutual Celebrates Asian American and Pacific Islander Heritage Month with Tips for Financial Security Northwestern Mutual Celebrates Asian American and Pacific Islander Heritage Month with Tips for Financial Security

    Majority of Asian Americans Have Financial Goals but Need a Plan to Achieve Them

    Recent studies* show 54 percent of Asian Americans hold at minimum a bachelor's degree, making them the most educated ethnic group in the U.S. read more