Marketing

  • Consumer Spending Growth Sees a 3.5% Decrease Consumer Spending Growth Sees a 3.5% Decrease

    Fewer weekend spending days impacts monthly year-over-year growth rate of everyday spending

    Today, the JPMorgan Chase Institute released the Local Consumer Commerce Index (LCCI) for May 2016 and showed that, notably, local consumer spending declined by 3.5 percent between May 2015 and May 2016. read more
  • More Than 170 Million Americans Haven’t Taken a Vacation in the Last Year More Than 170 Million Americans Haven’t Taken a Vacation in the Last Year

    That's more than Half of America

    Americans remain vacation deprived according to the seventh annual Allianz Travel Insurance Vacation Confidence Index, which found that more than 170 million* Americans (53 percent) haven't taken a vacation in the last 12 months. read more
  • How to Attract the Next Generation Investor How to Attract the Next Generation Investor

    Holistic planning, fiduciary model and advisor experience are key to earn trust of Gen X and Millennials

    Registered Investment Advisors (RIAs) and fee-based advisors are driving growth and profitability by attracting new clients, and the most successful are focused on an emerging market of next-generation investors. read more
  • Hedge Fund Manager Who Delivered Promised Returns To Investors Fights Back Against Claims Brought By SEC Hedge Fund Manager Who Delivered Promised Returns To Investors Fights Back Against Claims Brought By SEC

    Charging an 'Unconstitutional And Unfair Administrative Proceeding'

    Today, hedge fund adviser RD Legal Capital, LLC, and its president, Roni Dersovitz, filed a federal lawsuit against the Securities and Exchange Commission challenging its decision to bring civil claims against them in an unfair and unconstitutional administrative proceeding. read more
  • Keeping Up with the Digital Joneses Keeping Up with the Digital Joneses

    As many americans show off luxury purchases on Social Media, one in four experience deep envy

    Keeping up with the Joneses could mean the need to match your brother-in-law’s fancy new car, take a more exotic vacation than your friend, or even fertilize your way to a greener lawn than your neighbor. read more
  • Number One Stress Inducer: Saving Enough for College Number One Stress Inducer: Saving Enough for College

    Advisors say tuition insurance is smart option to protect investment

    Saving for college can create high anxiety. In a new survey of financial advisors released by Allianz Global Assistance, nothing prompts greater stress for clients with children under the age of 18 than saving enough for college tuition. read more
  • How Best To Advise Young Investors? How Best To Advise Young Investors?

    Investing tips for your younger clients

    Here's a common problem: You want to start investing but you’re faced with tens, hundreds, or even thousands of options. Between mutual funds, exchange-traded funds (ETFs), and individual stocks, there seem to be as many choices as stars in the sky. read more
  • Insurance Agents Convinced Digital Tools Key for Business Growth Insurance Agents Convinced Digital Tools Key for Business Growth

    But Many Are Not Using Them Yet

    Independent insurance agents don’t have to be convinced that digital technologies are vital to growing their businesses, according to the Insurance Digital Transformation Survey. read more
  • Mom To Employer: “Do You Mind If I Sit In On My Son’s Interview?” Mom To Employer: “Do You Mind If I Sit In On My Son’s Interview?”

    Today's prospective recruits bring a new dynamic to the process

    Do helicopter parents help or hurt job seekers? According to new research from staffing firm OfficeTeam, more than 1/3 (35%) of senior managers said they find it annoying when parents are involved in their kids' search for work. read more
  • Increase Financial Literacy to Achieve Financial Well-Being Increase Financial Literacy to Achieve Financial Well-Being

    Educating parents... so they can educate their children

    A panel of financial services industry and academic thought leaders, participating in an event debuting findings from Lincoln Financial Group’s (NYSE: LNC) most recent Measuring Optimism, Outlook and Direction (M.O.O.D.) of America survey, outlined actions designed to increase financial literacy, to help Americans enhance retirement outcomes and to achieve financial well-being. read more
  • 31 Million American Workers Are Saving More for Retirement 31 Million American Workers Are Saving More for Retirement

    Feelings of Financial Security Reach Second-Highest Level of 2016

    More American workers have increased their retirement savings this year, according to a new study by Bankrate.com (NYSE: RATE). read more
  • Charting a Course for Insurance in Cuba, the ‘Country That Time Forgot’ Charting a Course for Insurance in Cuba, the ‘Country That Time Forgot’

    But will the market open-up to domestic insurers?

    This A.M.BestTV episode explores how the thawing relationship between the United States and Cuba is revealing opportunities for insurance companies. read more
  • 5 Tips When You Have 5 Minutes With A Prospect 5 Tips When You Have 5 Minutes With A Prospect

    When selling to the C-Suite, sales opportunities often just jump out at you

     by Patricia Fripp, CSP, CPAE

    If you are on the phone, a webinar, or in person, and you have a few minutes with a prospective client, what do you say to keep on track and be professional? read more