Marketing

  • Low- and Moderate-Income Households Invent Ways to Manage Their Finances
    Low- and Moderate-Income Households Invent Ways to Manage Their Finances

    Focus on meeting their day-to-day needs

    Contrary to the perception that less affluent households tend to neglect or mismanage their finances, a new report from the U.S. Financial Diaries (USFD) project finds that many families with tight budgets display surprisingly high levels of financial discipline and resourcefulness to meet daily needs, pay the bills, and even put money aside.
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  • The Premium Just Got Personal…
    The Premium Just Got Personal…

    Insurers Need to Upgrade Technology to Bridge the Digital Divide

    As insurers look to fuel growth, build better relationships with customers and move into new markets, significant investment in technology will be needed in order to keep pace with change, according to a new report from State Street (NYSE:STT). “Platforms for Growth: Technology Innovations in the Insurance Business,” highlights that although insurers show an appetite for change, they are struggling to build a solid technology foundation that will better serve both their portfolios and customers.
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  • The 5 C’s for Building a Successful Practice
    The 5 C’s for Building a Successful Practice

     Since 2009, small business sees a robust rebound

    by Marsha Friedman

    Small businesses have made a huge recovery since the economic crash in 2008 and that’s good news for all of us. Since we account for 63 percent of new jobs, our success puts people back to work. That, in turn, helps us even more – people with paychecks buy stuff!
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  • Succession Planning for Business Owners
    Succession Planning for Business Owners

    Task: Breaking it down into manageable bites

    A successful succession plan anticipates potentially conflicting and competing demands on the business owner, and attempts to realign the business structure in an environment where old rules don't necessarily apply anymore
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  • Talent Crisis in the Financial Advice Industry
    Talent Crisis in the Financial Advice Industry

    Study identifies three steps to help address an emerging issue

    Fidelity Investments® today released results of its Recruiting Redefined study, the first study to look at the full recruiting ecosystem of the financial advice profession, surveying Gen Y college students and young professionals, career influencers, new advisors and firm hiring managers.
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  • CFP Board Announces New Career Center
    CFP Board Announces New Career Center

    Online portal provides information and career opportunities about the advisory profession

    Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it is developing an online Career Center that will serve as the destination for those interested in a career as a financial advisor, the CFP® certification and job and internship opportunities.
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  • VIDEO: Life Products Have Moved Beyond Death Benefits
    VIDEO: Life Products Have Moved Beyond Death Benefits

    A.M.BestTV: Lincoln Financial Group’s SVP Mike Burns highlights 'emerging products'

    The seventh in a series of special interviews A.M.BestTV is running in September to support Life Insurance Awareness Month is an interview with Mike Burns, senior vice president of life solutions at Lincoln Financial Group.
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  • Do Your Employees Think Like Owners?
    Do Your Employees Think Like Owners?

    10 Tips for Building an Entrepreneurial Culture

    We all know today’s companies need to be more nimble, more innovative, and more entrepreneurial, and that this shift begins with employees. Don’t we? Yes, we do.
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  • VIDEO: Life Insurers Must Adapt to Changing Families
    VIDEO: Life Insurers Must Adapt to Changing Families

    AXA’s Nick Lane- Better products, better preotection

    The eighth in a series of special interviews A.M.BestTV is running in September to support Life Insurance Awareness Month is an interview with Nick Lane, senior executive director and head of U.S. life and retirement at AXA.
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  • 10,000 Women Attend Financial Empowerment Workshops
    10,000 Women Attend Financial Empowerment Workshops

    Developed by women,to take action to improve their financial futures

    TIAA-CREF, a leading financial services provider, announced today that more than 10,000 women have participated in its Woman2Woman Financial Empowerment Workshops, a series of interactive workshops developed and delivered by women to promote retirement readiness and financial well-being.
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  • Consumers Feeling More Secure as 2014 Flies By
    Consumers Feeling More Secure as 2014 Flies By

    Nearly half of Americans (45%) expect finances to improve over the next six months

    With the holiday season fast approaching, Americans say they’re feeling more financially stable, according to the latest American Express Spending & Saving Tracker. 81% of employed Americans report that their jobs are more than or just as stable as one year ago (up significantly from 69% in 2011).
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  • Money Worries and Regrets
    Money Worries and Regrets

    Study: Spending Problems Top the List for Americans

    Not saving enough is the No. 1 financial regret for Americans and that this problem may be having a ripple effect across their long-term financial outlook.
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