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  • LIMRA Data Shows the Importance of Social Media for Financial Professionals
    LIMRA Data Shows the Importance of Social Media for Financial Professionals

    When Millennials & Gen-Xers look for an advisor, they're usually doing it digitally

    LIMRA research shows 27% of Americans prefer to work with an agent or advisor when buying life insurance. New findings from the 2019 Insurance Barometer Study, which LIMRA does each year with consumer education nonprofit Life Happens, show about 1 in 5 Americans (17%) say they are looking for a financial advisor.
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  • NAFA Recognizes Legislators and Leaders for Commitment to Improving Retirement Landscape
    NAFA Recognizes Legislators and Leaders for Commitment to Improving Retirement Landscape

    For 'commitment to commonsense policies' and closing the income-gap

    In an effort to highlight the tremendous work being done to protect and promote fixed annuity products and advocate for the value of annuities as part of a comprehensive retirement plan, NAFA, the National Association for Fixed Annuities, presented awards of recognition to two legislators and a number of industry leaders during its ninth annual…
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  • Study: 79% of Americans Consider Homeownership Part of the ‘American Dream’
    Study: 79% of Americans Consider Homeownership Part of the ‘American Dream’

    Including 73% of Millennials

    In recognition of National Homeownership Month in June, First National Bank of Omaha today released the results from its 2019 State of Homeownership Survey. The survey examines Americans’ perceptions and preferences related to different aspects of homeownership, from mortgages and debt to home maintenance and the future of the country’s housing market.
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  • Working in Retirement: A Client Rulebook
    Working in Retirement: A Client Rulebook

    See how to tap into financial, health care, Social Security, and other benefits

    For 67-year-old Marilyn Arnold, finances played a role in her decision to keep working when she retired 4 years ago from her position as a managing partner at New York Life Insurance Company after 29 years in the insurance business.
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  • Casting Your Confidence Net
    Casting Your Confidence Net

    Four Strategies to Manage Self-Doubt

    by Dr. David Chinsky

    Even when leaders are clear about where they want to take their teams, pushback from colleagues, combined with self-doubts, can cause them to become paralyzed at the point of action. Clarity without confidence is an ineffective formula for success.
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  • Eyes Forward: Opportunities and Obstacles
    Eyes Forward: Opportunities and Obstacles

    Wells Fargo Investment Institute releases its 2019 mid-year outlook, suggests the S&P 500 will close around 2,850 at the end of 2019

    Wells Fargo Investment Institute (WFII) today released its “2019 Midyear Outlook Eyes Forward: Opportunities and Challenges.” The report makes the case that the current 10-year economic expansion is not over and that all avenues for investors to consider will require careful assessment.
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  • What Is The State Of Retirement Readiness?
    What Is The State Of Retirement Readiness?

    Retirement income adequacy for younger workers, single women most impacted by presence and absence of DC plans

    Retirement income adequacy for younger workers, single women most impacted by presence and absence of DC plans New research from the Employee Benefit Research Institute (EBRI) identifies how new proposals will affect certain cohorts. Read the full Issue Brief here. A new EBRI study finds younger workers and single women’s prospects for requirement income adequacy…
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  • In Search Of Yield, U.S. Insurers Boost Investments in CLOs
    In Search Of Yield, U.S. Insurers Boost Investments in CLOs

    Though industry levels are low, lower-rated CLO holdings could contribute more noticeably to losses from certain insurers’ investment portfolios

    In an effort to boost investment returns, US insurers expanded their collateralized loan obligation (CLO) holdings in 2018, albeit the investments were highly rated, Moody's Investors Service says in a new report, the third in a series examining insurers' investments.
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  • Will The Fed Vote A Rate Increase This Fall?
    Will The Fed Vote A Rate Increase This Fall?

    76% say it should

    With the Federal Reserve expected to contemplate a rate cut on Wednesday and markets indicating there is a 97% chance of a drop in rates by the Fed’s September meeting, the personal-finance website WalletHub today released the results of a brand-new Fed Rate Survey gauging consumer sentiment on the matter.
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  • Nearly 9 in 10 Americans Believe How They Manage Their Money Would Make Their Parents Proud
    Nearly 9 in 10 Americans Believe How They Manage Their Money Would Make Their Parents Proud

    Report also shows finances take a toll on mental and physical health – Even more so among women

    Bank of America today announced findings from the latest Merrill Edge® Report, which reveals people are feeling simultaneously optimistic and overwhelmed by their finances.
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