Marketing

  • New Year’s Resolutions for Advisors New Year’s Resolutions for Advisors

    Goals Include Framing Value for Clients, Proper Segmentation

    With advisors optimistic heading into the New Year, SEI (NASDAQ: SEIC) today released its annual list of New Year's resolutions for advisors focused on fostering growth for their firms in 2015. read more
  • Women Flex Their Buying Power Women Flex Their Buying Power

    The Greatest Gift: Account for Your Spending & Model the Behavior

    When it comes to buying power, women are steadily overcoming men. Throughout the next decade, women will control two-thirds of consumer wealth in the United States and will be the beneficiaries of the largest transference of wealth in our country’s history. read more
  • The Life of an Entrepreneur The Life of an Entrepreneur

    Nearly One Third of American Entrepreneurs Struggle to Balance Both Business and Personal Needs

    Nearly One Third of American Entrepreneurs Struggle to Balance Both Business and Personal Needs - Almost two thirds of entrepreneurs work more than 40 hours per week, which is above the average of just under 35 hours per week for the average American worker – A majority do not have a succession plan in place ... read more
  • How is a Woman’s Retirement Plan Like a Smartphone? How is a Woman’s Retirement Plan Like a Smartphone?

    Getting Smart about Retirement Planning

    Financial strategist Donna M. Phelan, author of “Women, Money and Prosperity: A Sister’s Perspective on How to Retire Well,” relates the story of Wanda Strong – one of four sisters – one married, one widowed, one divorced and one who never married. read more
  • “Disinterested” Consumers Offer Potential for Insurance Industry in China “Disinterested” Consumers Offer Potential for Insurance Industry in China

    Why aren't they buying?

    A recent study by LIMRA and Swiss Re concluded that the so-called “disinterested” consumer in China represents an opportunity for the insurance industry. read more
  • Bending the 4-Percent Rule? Bending the 4-Percent Rule?

    How to Do What You Really Want for a Living

    What does it take to be comfortable during retirement? Conventional wisdom calls it the 4 percent rule – withdrawing about that amount from your nest egg each year to live comfortably. And, for that, millions of Americans believe they need to stick to a job they don’t like during their earning years. read more
  • Demand for Capital Defines Small-Business Optimism Demand for Capital Defines Small-Business Optimism

    New hiring wave expected

    Small and medium sized businesses’ optimism about raising capital has increased since last quarter according to results from the latest Dun & Bradstreet Credibility Corp. and Pepperdine’s Private Capital Access (PCA) Index. The fourth quarter (Q4) also saw an increase in confidence about business growth in 2015. read more
  • How to Recognize Holiday Scams How to Recognize Holiday Scams

    You're not the only one with a holiday wish-list...

    This holiday season, BBB is warning shoppers of scams that can occur while shopping online or in stores. It’s easy to get caught up in holiday activities that can leave you open to potential scams. read more
  • Study of Chinese Consumers Suggests Personal Touch Valued… Study of Chinese Consumers Suggests Personal Touch Valued…

    ...but Online Sales Growing

    A new LIMRA and Swiss Re study of insurance consumers in China revealed that many insurance buyers like the personal touch of traditional channels but recent trends suggest an increase in online sales. read more
  • Addressing the Fear of Losing Financial Independence Addressing the Fear of Losing Financial Independence

    Even Wealthy Women Worry About Becoming ‘The Best Dressed Bag Lady in Their Community’

    Nearly half of all American women, no matter their background, share a fear that may seem odd given the wealth of some: They are afraid of losing their financial independence, otherwise known as “Bag Lady Syndrome,” according to a 2013 study. read more
  • 10 Ways to Keep Holiday Hackers at Bay 10 Ways to Keep Holiday Hackers at Bay

    Staying safe online...

    by Gary S. Miliefsky

    We’ve all lost our identity at least three times, with more than 930 million records breached, lost or stolen to hackers and cyber criminals, says consumer advocacy non-profit Privacy Rights Clearinghouse. read more
  • All PR is Good PR…But Only If You’re Ready All PR is Good PR…But Only If You’re Ready

    Managing your brand

    by Bruce Turkel

    Lots of people quote the old bromide, “All PR is good PR” but few people actually live it. Recently I had a friend tell me that not only did he believe this saying but he wanted to promote his brand on radio and TV as I’ve done. read more