Marketing

  • LifeMark Partners, Inc. Expands With New BGA Partner: Colorado Brokerage Group, LLC LifeMark Partners, Inc. Expands With New BGA Partner: Colorado Brokerage Group, LLC

    New BGA makes a total of 38 partners for LifeMark

    LifeMark Partners, Inc., one of the nation’s largest independent national insurance marketing organizations, has added a new Broker General Agent (BGA) partner, Colorado Brokerage Group, LLC, privately-owned wholesale financial services organization based in Denver, Colorado. read more
  • The Six C’s of A Visionary Organization The Six C’s of A Visionary Organization

    What was, what is and what will be...

    by Eliakim Thorpe

    Peter and Christine are co-owners who’ve now been in business for more than ten years. They have experienced tremendous growth but recently decided to schedule a meeting to discuss the current state of their organization and how they can remain relevant, competitive, and sustainable in an ever-changing economy. read more
  • Just Not There Yet… Just Not There Yet…

    When will mobile-banking really catch on in the U.S?

    Pinxter Digital knows mobile has and will continue to pave the way for advancements in all industries. One particular industry that's made huge mobile strides within the last five years is banking. read more
  • The Financial Empowerment of Women The Financial Empowerment of Women

    Inspiring stories from real women on the path to financial success

    The Insured Retirement Institute (IRI) today announced that IRI President and CEO Cathy Weatherford’s new book, “Women and Wealth: Inspiring Stories from Real Women on the Path to Financial Success,” is now available. read more
  • AICPA Announces Updated Body of Knowledge for CPA Financial Planners AICPA Announces Updated Body of Knowledge for CPA Financial Planners

    Integrated Tax-Planning Highlights CPA Financial Planners Unique Skill-set in Uncertain Legislative Environment

    Along with a new administration, 2017 brings the potential for the most significant federal tax reform that Americans have seen in recent history. read more
  • First Electronic Order Submission and Allocation Processed in Fixed Income New Issue First Electronic Order Submission and Allocation Processed in Fixed Income New Issue

    Investors and Banks come together to execute a new issue in landmark deal

    Ipreo, a leading global provider of market intelligence and productivity solutions to financial services and corporate professionals, announced the successful implementation of Investor Access, which allows investors to electronically submit orders directly to the sell-side syndicate banks on fixed-income new issues. read more
  • Local Consumer Commerce Index Shows a 1.5 Percent Decrease in Consumer Spending Growth in September 2016 Local Consumer Commerce Index Shows a 1.5 Percent Decrease in Consumer Spending Growth in September 2016

    Small businesses recovered significantly from the rare declines of July and August, 2016

    Today, the JPMorgan Chase Institute released its Local Consumer Commerce Index (LCCI) for September 2016, which showed that only one-third of the 15 major U.S. cities studied experienced positive growth in year-over-year spending. read more
  • Emergence of “Robo-advisor” for Women Emergence of “Robo-advisor” for Women

    Comprehensive Financial Strategies Serves as the Driving Force

    Miss Kaya is the first licensed robo-advisor in Singapore, with Marvelstone Capital as its fund management company. Currently available to high net worth individuals, the plan is to be accessible to retail investors in the near term. read more
  • Add Some Punch To Your Pitch Add Some Punch To Your Pitch

    Making Your Sales Message Memorable

    by Patricia Fripp, CSP, CPAE

    Some salespeople are silly enough to think that if they talk longer, they add more value or get their point across more effectively. Actually, any prospect or potential buyer you ask is eager for your pitch to be presented as efficiently and memorably as possible. read more
  • How Healthcare Could Crash the Economy… How Healthcare Could Crash the Economy…

    ...And How We Can Stop It

    In his new book, Flatlining: How Healthcare Could Crash the Economy, Ron Howrigon, President and CEO of Fulcrum Strategies, breaks down the complex system that is healthcare in the U.S. and helps people gain a deeper understanding of the issues that will arise in 2017. read more
  • Unplanned Obsolescence Unplanned Obsolescence

    What are the most endangered jobs in 2017?

    Job markets constantly evolve for a variety of reasons, but consumer habits and technology are two of the primary causes why some jobs may fade into obscurity. read more
  • Following Your Money Following Your Money

    Five Tips for Setting 2017 Personal Finance Goals

    It's that time of year again, when we want to start fresh and new. January 1 has traditionally been the starting point for resolutions, whether you are looking to lose weight, start an exercise program or get a handle on your finances. read more
  • Top 10 New Year’s Resolutions…. Top 10 New Year’s Resolutions….

    ...for a More Financially Secure and Independent 2017

    Today, Pennsylvania Secretary of Banking and Securities Robin L. Wiessmann offered 10 resolutions to help Pennsylvanians achieve financial security and independence in the New Year. read more