Money and Self-Pressure are the Leading Major Causes of Stress Internationally
No age groups is exempt, though emphasis differs
With the pressure of Christmas shopping already underway, GfK has released findings from a 22-country survey looking at the major causes of stress in people's daily lives. Money, self-pressure and lack of sleep are the top three major causes of stress internationally. read more
Most Americans Say Social Conversations About Money are Taboo
Keeping it neutral
With the holiday season upon us, here's a little advice on what people don't want to hear about over a cup of eggnog: your financial affairs. read more
Are Investors Getting the Biggest Bang for Their Brokerage Buck?
Survey reveals comparison shopping can have a major impact on investors' wallets
People have historically approached investing as an opportunity to make the most of their hard-earned money, yet a Fidelity® Value Survey reveals that while more than four in 10 U.S. investors polled (44 percent) cite low commissions and fees as the primary reason for selecting a brokerage firm, many are unaware of the nuances of how brokerage firms charge for stock and bond trades, potentially forfeiting hundreds, if not thousands, of dollars. read more
Market Leaders Push Back on Fed’s Fiduciary Rule
SEC should be taking the lead
This A.M.BestTV episode looks at the Securities Industry and Financial Markets Association’s (SIFMA) recent annual meeting in Washington, D.C., where its leaders discussed cyber security regulation, market structure and the proposed rule changing the definition of fiduciary. Click here to view the entire program. read more
Who Needs Life Insurance More: James Bond… or You?
Five Times as Many Americans Think It's Bond;
Survey Finds Majority of Americans Unaware of Who Needs it Most
Americans wrongly believe that life insurance is better suited for someone who leads an independent, risky and adventurous life, than for a working father who earns the primary source of income for his family, according to a recent survey from Life Happens, a non-profit organization dedicated to helping educating consumers about the importance of life insurance. read more
What We Can Learn from Irate Clients
Mr. Money is on the phone... he is angry and demanding your attention
by Joe Curcillo
Boss Deborah is sitting in her office reviewing monthly reports as she listens to routine bustling of her staff. Suddenly, she hears a single voice amidst the regular noise. It is Mary, her secretary, attempting to get a word in as she deals with a rather stubborn and authoritative customer. read more
Social Security Loopholes Closed
For those approaching retirement, a shift in strategy
Those soon reaching retirement age may want to rethink their Social Security strategy, as loopholes relied upon by thousands are set to close thanks to the newly approved Bipartisan Budget Act of 2015. read more
Women Entrepreneurs Thriving Worldwide
Some 200 million are innovating, closing the gender-gap and adding to the economic engine
Entrepreneurial activity among women has increased by seven percent across 61 economies worldwide in just two years. read more
Market Value Builds Egos; Income Pays the Bills
Beware the 'bull-market geniuses'
by Steve Selengut
Beware the ‘bull-market geniuses’ by Steve Selengut Mr. Selengut is a private investor and a contributing editor to LIFE&Health Advisor. He is the author of the book ‘The Brainwashing of the American Investor: The book that Wall Street does not want you to read.’ He can be reached at email@example.com ... read more
Planning Today: Are Young Millennials Getting It Together?
Less Than Half Rely on Parents for Financial Support
Young adults graduating from college and beginning their careers may be more financially independent than many people think. According to a new survey released today by TD Bank, America's Most Convenient Bank®, only 42 percent of the youngest millennials currently rely on some form of financial support from family and 61 percent know their credit score. read more
Even With Low Consumer Awareness, Robo-Advisor Potential Remains High
A 'blue ocean of consumers' in front of us...
A new LIMRA study shows 81 percent of consumers were unfamiliar with the automated investment platforms, better known as “robo-advisors.” Despite current low awareness, the potential growth of robo-advisors remains high. read more
Few Firms Prepared For Business Disruption
While 76% see an increase, on 17% have a formal strategy in place
Top disruptors include security, data access, mobility, access to talent
By investing in the right mix of technology and talent, global companies can turn business and market challenges – called "disruptors" – into competitive differentiation, according to a survey of more than 600 global senior executives by KPMG LLP, the U.S. audit, tax, and advisory firm. read more
MassMutual Embraces LGBT Families
A 'concrete commitment' to the complexities of planning
Massachusetts Mutual Life Insurance Company (MassMutual) today launched the “Vow to Protect” digital campaign in support of LGBT families and marriage equality by debuting a series of videos by award-winning documentary director, Stacy Peralta.
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