Marketing

  • Blockchain’s Benefit for Insurers Blockchain’s Benefit for Insurers

    Begin Planning for The Next Blockbuster Technology

    Bitcoin has changed the money transfer process, but it’s likely that the technology behind the currency, blockchain, will have the greater impact. read more
  • Don’t Fall Prey to Financial Scams Don’t Fall Prey to Financial Scams

    Your clients can protect themselves from tax and financial scams

    Being contacted by the Internal Revenue Service can cause concern for any taxpayer, but imagine receiving a telephone call and hearing this... read more
  • Parents Are Likely To Pass Down Good And Bad Financial Habits To Their Kids Parents Are Likely To Pass Down Good And Bad Financial Habits To Their Kids

    Allowing kids to manage their own money encourages saving money and telling the truth about how money was spent

    T. Rowe Price's 2017 Parents, Kids & Money Survey, which sampled 1,014 parents of 8 to 14 year olds nationally and their kids, analyzed parent attitudes and behaviors that were associated with kids' financial habits. read more
  • Tracking the Elusive (and Vanishing) Middle Class Tracking the Elusive (and Vanishing) Middle Class

    Research Reveals Concerns About the Future

    A new report, released by LIMRA and Maddock Douglas, shows that the 68 percent of consumers who identify as middle class feel it is getting harder to be able to live a middle class lifestyle. read more
  • IRI Honors Marketing Innovation in the Retirement Income Industry IRI Honors Marketing Innovation in the Retirement Income Industry

    Nationwide's Craig Rudesill awarded, along with AIG, AXA, Global Atlantic Financial Group & Legg Mason

    The Insured Retirement Institute (IRI) today recognized AIG, AXA, Global Atlantic Financial Group, Legg Mason, and Craig Rudesill of Nationwide Financial as the 2017 IRI Marketing Innovation Award recipients. read more
  • The Growth of Legal Cannabis Products The Growth of Legal Cannabis Products

    New investments beginning to reach critical mass

    New investments beginning to reach critical mass NEW YORK, March 22, 2017 /PRNewswire/ — The cannabis market is gaining popularity for both medical and recreational purposes. The global medical cannabis market is expected to reach a value of $55.8 billion by 2025, according to a new report by Grand View Research, Inc. After the elections ... read more
  • Answering the Call of RMDs Answering the Call of RMDs

    Crucial 4/1 tax deadline Falls on a weekend for seniors who turned 70 ½ in 2016

    First, the good news: as with last year, due to a federal holiday, this year’s deadline for filing personal income taxes provides taxpayers with three extra calendar days. read more
  • Majority of RIAs and Fee-Based Advisors Say Stock Market Will Rise—but Washington Politics will Cause Ongoing Volatility Majority of RIAs and Fee-Based Advisors Say Stock Market Will Rise—but Washington Politics will Cause Ongoing Volatility

    Advisors Say Tax Reform Top of Mind for Clients and Most Likely to Impact Portfolio Management

    Jefferson National, a leading distributor of innovative tax-advantaged investing solutions for Registered Investment Advisors (RIAs), fee-based advisors and the clients they serve, announced results from its latest survey on the new Administration’s impact on advisor sentiment and approach to investing. read more
  • Are Leaders Unprepared to Meet the Demands of Digital Disruption? Are Leaders Unprepared to Meet the Demands of Digital Disruption?

    Business considerations and behaviors to adopt in the face of change

    The Global Center for Digital Business Transformation and HR consultancy metaBeratung, have identified four competencies and three behaviours that business leaders need in order to excel in the era of digital disruption. read more
  • Teach Your Clients Well… Teach Your Clients Well…

    Financial education would benefit lives more than all currently offered coursework combined

    Results of a recent survey underscore how deeply Americans need education about managing their personal finances. read more
  • AIG Announces CEO Transition Plan AIG Announces CEO Transition Plan

    Change within board of directors, looking ahead

    American International Group (NYSE: AIG) announced today that Peter D. Hancock, President and Chief Executive Officer, has informed the Board of Directors of his intention to resign. read more
  • Business Executives’ Optimism About U.S. Economy Highest Since 2004 Business Executives’ Optimism About U.S. Economy Highest Since 2004

    Profit and Revenue Expectations Continue Year-Long Rise

    Business executives are reporting their highest level of optimism about prospects for the U.S. economy in more than a dozen years, according to the first-quarter AICPA Economic Outlook Survey. read more
  • Cybersecurity, Human Error and Online Reputation Cybersecurity, Human Error and Online Reputation

    When its all said and done, sometimes people just make mistakes

    by John P. David

    Human error took center stage in February, in the world of crisis and reputation management. By now we all know that accounting and consulting firm PwC, the firm hired to tabulate and manage the results of the Academy Awards, gave the wrong envelope to actor Warren Beatty, who was responsible for reading the winner of the Best Picture Oscar. read more