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  • Family Conflict Reigns as Greatest Threat to Estate Planning
    Family Conflict Reigns as Greatest Threat to Estate Planning

    Even more than market volatility...

    For the second consecutive year, family conflict was identified as the leading threat to estate planning. According to a recent survey conducted by TD Wealth at the 53rd Annual Heckerling Institute on Estate Planning, nearly half (46 percent) of respondents identified family conflict as the biggest threat to estate planning in 2019, followed by market…
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  • Seven In Ten Advisors Say Navigating Interfamily Dynamics Is The Hardest Part Of Estate Planning For HNW Families
    Seven In Ten Advisors Say Navigating Interfamily Dynamics Is The Hardest Part Of Estate Planning For HNW Families

    Advisor Poll: Having no plan in place is the leading estate planning mistake

    Today, Key Private Bank, the wealth management arm of KeyCorp (NYSE: KEY), released the results of its latest advisor poll, exploring the recommended timing to start, review and revise an estate plan; the biggest challenges that clients face in doing so; and recommendations for communicating estate plans with family members.
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  • Prudential Financial Announces $180 Million Global Investment, Promoting Financial Wellness Of The Next Generation
    Prudential Financial Announces $180 Million Global Investment, Promoting Financial Wellness Of The Next Generation

    Largest private sector investment to date will prepare future global workforce with education and training, build financially stable communities and help break the cycle of poverty

    Doubling down on its commitment to make lives better by solving the financial challenges of our changing world, Prudential Financial, Inc. (NYSE: PRU) is committing more than $180 million through 2025 to support young people aged 15-29 worldwide who lack access to school, training or regular jobs – a segment of the global population often…
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  • Achieving Retirement Income Readiness: Numbers and Concepts
    Achieving Retirement Income Readiness: Numbers and Concepts

    Unfortunately, industry regulators are clueless when it comes to retirement readiness planning

    by Steve Selengut

    What's your favorite investment number: Market Value, Total Return, Performance vs. The S & P 500? Most of you will be thinking in terms of "market value", "returns", and annual growth of one or the other. But if you are in my age group ("over 55" to be kind), and thinking of retirement within ten to…
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  • New Research Supports How Annuities Improve Retirement Outcomes
    New Research Supports How Annuities Improve Retirement Outcomes

    10,000 simulations highlight impact of guaranteed income for retirees

    The simulations have been run and the numbers have been crunched: annuities help improve retirement outcomes compared to investments alone. This is according to new research commissioned by Principal Financial Group® and conducted by Michael Finke, Ph.D., CFP®, and Wade Pfau, Ph.D., CFP®.
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  • Bigger than the Environment: New ESG Study Finds Other Social Issues have Equal or More Importance to Investors
    Bigger than the Environment: New ESG Study Finds Other Social Issues have Equal or More Importance to Investors

    ESG Investor Sentiment Study from Allianz Life Finds Significant Focus on Companies’ Track Record across Many Social and Governance Topics

    Although much of the global attention within the ESG (Environmental, Social and Governance) sector of investing has been placed on the environmental component, the ESG Investor Sentiment Study* from Allianz Life Insurance Company of North America (Allianz Life®) found that in the U.S., social and governance issues are equally important as or more important than…
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  • Beware the Perils of Click Bait
    Beware the Perils of Click Bait

    BBB warns consumers: Be careful what you click on

    BBB warns consumers: Be careful what you click on Reprinted with permission from Better Business Bureau media and news blog. Visit here. April 1, 2019 — Gotcha! Click bait involves “baiting” an unsuspecting reader into clicking on a link by using enticing verbiage, a salacious headline or an ad that seems too good to be…
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  • Golf and Investing: Optimism, Focus, and Education
    Golf and Investing: Optimism, Focus, and Education

    Golfers should be better investors... while investors need to introduce themselves to some basic education

    by Steve Selengut

    You knew it the moment it left the club, that spark at contact when you catch it just right. You look up. It’s just reaching the top of its climb— and heading down right at the pin, a pin positioned left of center on the elevated green, much too close...
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  • NAFA Takes On The Annuity Haters
    NAFA Takes On The Annuity Haters

    DiVencenzo addresses USA Today's opinion piece by Ken Fisher

    On April 17, NAFA submitted the following letter to the editor of USA Today regarding the opinion piece published by Ken Fisher. A copy of this letter can also be downloaded from the NAFA Press Room.
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  • The Four A’s of An Apology
    The Four A’s of An Apology

    How Social Media has changed the entire process of saying 'I'm Sorry'

    by Bruce Turkel

    It used to be that a sincere “I’m sorry” was accompanied by a bouquet of flowers and a sappy card. Then life went back to normal. For companies, fixing a mistake usually meant a generic apology by the CEO and a conscientious program set up to rectify whatever wrong the company was apologizing for so it would…
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