What’s Keeping Millennials Up at Night?
No surprise: It's their Finances
BMO Wealth Management (U.S.) has just released a report exploring how millennials think about a number of issues that uniquely affect them. read more
American College’s ‘Funding Longevity Task Force’ Establishes Advisory Board
To examine the role of housing wealth plays in retirement income planning
The Funding Longevity Task Force at The American College of Financial Services has established an Advisory Board, including four founding members.
To Succeed as a Leader, Share the Big Picture
Teamwork often means everyone knowing their role... and playing it
by Walt Grassl
Mike worked for a medium-sized business and went to work every day happy to have a job. But he wasn’t too enthused about his work environment. Employee morale was so-so because most long-time employees were merely going through the motions. read more
Ask Your Clients: Who Merits Your Money As You Ponder Your Legacy
And how do they decide?
Not long ago, Jeff Bezos took to Twitter to ask the world for charitable-giving ideas. The Amazon.com founder sought a charitable strategy that looked at the long term and soon he was inundated with suggestions. read more
The Art of Selling Final Expense & Medicare Supplements
New Insurance Sales Training Book Prepares Agents to Effectively Serve a Tsunami of Retiring Seniors
More than 10,000 baby boomers retire daily, causing a demographic tsunami of seniors seeking help with Medicare and life insurance decisions. As medical expenses and funeral costs escalate, the wrong insurance plan could devastate a senior's standard of living or leave a legacy of debt to the next generation. read more
Marijuana… Investors’ Holy Grail?
Billionaires Bet Big On Canada's Newest $22 Billion Market
The biggest multi-decade opportunity for investors right now is the Canadian government's legislation to legalize recreational marijuana by this time next year; and the first companies to win government approval will be the high-risers. read more
UnitedHealth Group, AARP Focused on Improving Older Americans’ Health and Well-being
Early renewal extends relationship on AARP-branded Medicare plans through 2025, potentially 2030
UnitedHealth Group today announced it renewed and extended its exclusive relationship with AARP focused on improving the health and well-being of Americans 50 and older, including the most popular Medicare products among older Americans. read more
The Gender Retirement Gap
It's not only vast, it is long lasting
Women face hurdles during their savings years and then face a second, equally difficult, set of challenges
throughout retirement. A cursory view of the US retirement system may appear to be gender neutral; however, after carefully reviewing the data, the Gender Retirement Gap and the significant barriers women face is clear. read more
Independent Advisor Growth Focus On New-to-Firm Clients, Average Client Size
For RIAs, business success comes with 'growing intelligently '
Independent financial advisor firms are attracting high-net-worth (HNW) investors and adding more new-to-firm client assets as they continue to report year-over-year growth, according to the 2017 RIA Benchmarking Study from Charles Schwab. read more
Fiserv Adds Digital Retirement Planning Solution to its Wealth Management Network
In Partnership with Vestwell, Single platform strategy unites retirement planning and wealth management
Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, announced today that it is integrating digital retirement platform Vestwell into its Unified Wealth Platform. read more
Ten Years After Financial Crisis, Nearly One-in-Three Americans Still Feeling the Sting
Study: Women, African Americans and low-income segments most affected
As we approach the 10-year anniversary of the housing market crash of 2007 and financial crisis known as the Great Recession, the COUNTRY Financial Security Index looked at Americans' views on their personal financial recovery. read more
What’s Driving Bitcoin?
Savvy, Publicly Traded Players Contributing to Cryptocurrency's Widespread Adoption
Bitcoin is rapidly being adopted and accepted as a valid form of payment, with major retailers like Overstock.com, Microsoft and Subway among several U.S. companies that now accept digital currency - or cryptocurrency - as a form of payment. read more
How U.S. States Rank When it Comes to Financial Health
Florida jumps to number one, moving up five spots from 2016
by Eileen Norcross & Olivia Gonzalez
As Illinois and New Jersey flounder, one large state defies the fiscal odds, according to the newest edition of Ranking the States by Fiscal Condition, an influential academic study published today by the Mercatus Center at George Mason University. read more
Boston-Area Website Design by BKJ Productions