Emerging Trends

  • Retirees Come Face To Face With Longevity
    Retirees Come Face To Face With Longevity

    Retiree confidence in critical aspects of retirement security declines, while workers’ overall confidence creeps up

    This year’s Retirement Confidence Survey (RCS) finds only a third of retirees very confident in their ability to live comfortably throughout retirement (32 percent). While this is comparable to last year, retiree confidence in having enough money to cover basic expenses and medical expenses has dropped...
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  • Abrupt Interest Rate Hikes Could Pose Challenges to Life Insurers
    Abrupt Interest Rate Hikes Could Pose Challenges to Life Insurers

    The yield curve continues to flatten

    How the U.S. Federal Reserve (Fed) proceeds on interest rate hikes remains critical to the U.S. life/annuity (L/A) insurance industry.
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  • The State of Employee Benefits
    The State of Employee Benefits

    What they value, what satisfies them; Perspective on the burden of healthcare

    Over the last 20 years, the Employee Benefit Research Institute (EBRI) and Greenwald & Associates have surveyed employees to understand what types of benefits they value; how satisfied they are with those benefits; and their perspectives on health benefits, health care, and the future of employee benefits.
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  • Former FBI Director James Comey to Keynote LIMRA 2018 Annual Conference
    Former FBI Director James Comey to Keynote LIMRA 2018 Annual Conference
    LIMRA announced today that former Federal Bureau of Investigation (FBI) director James Comey will deliver the keynote speech at the 2018 LIMRA Annual Conference, which will be held Oct. 28-30, 2018, in New York City.
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  • Women Have Fundamentally Different Journeys to Financial Wellness
    Women Have Fundamentally Different Journeys to Financial Wellness

    Study: Confident... in All but Investing

    A new Merrill Lynch study conducted in partnership with Age Wave, “Women and Financial Wellness: Beyond the Bottom Line,” celebrates the progress made by women while examining the financial challenges women still face throughout their lives, and offers potential solutions.
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  • Cyber Is Growing Into the Risk That ‘Connects Them All’
    Cyber Is Growing Into the Risk That ‘Connects Them All’

    The European Union’s (EU) General Data Protection Regulation (GDPR) is a law coming into force

    In a meeting at the Risk and Insurance Management Society, Inc.’s (RIMS) conference in San Antonio, TX, a panel of insurance and risk management executives said more insureds are becoming aware and asking for broader coverage of the many forms of loss that can be triggered when an organization’s network is compromised.
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  • Aging In Place
    Aging In Place

    How to grow old in your own home

    When Marguerite Sullivan's spouse passed away, the 78-year-old had no interest in moving. She’s healthy, has many friends, and her 2 sons live nearby. Plus, she’s a confident driver and gets herself to doctor’s appointments and the grocery store.
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  • MDRT Study Finds Consumer Confusion about Tax Reform
    MDRT Study Finds Consumer Confusion about Tax Reform

    Thirty-nine percent of consumers misunderstand implications, 72 percent with financial advisors will seek guidance from their advisors for 2018 strategies

    A recent study conducted by the Million Dollar Round Table (MDRT) finds many Americans are confused by the implications of recent tax regulation.
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  • CFP Board and NAPFA: Working Together for the Financial Planning Profession
    CFP Board and NAPFA: Working Together for the Financial Planning Profession

    Agreement between two organizations strengthens efforts to raise awareness of CFP® certification

    Certified Financial Planner Board of Standards (CFP Board), and the National Association of Personal Financial Advisors (NAPFA), have agreed to work together to advance the financial planning profession for the benefit of the public's financial well-being.
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  • NY AG Schneiderman Launches Inquiry Into CryptoCurrency ‘Exchanges’
    NY AG Schneiderman Launches Inquiry Into CryptoCurrency ‘Exchanges’

    Virtual Markets Integrity Initiative Seeks to Improve Transparency and Accountability of Major Cryptocurrency Trading Platforms to Protect Virtual Currency Investors

    Today, New York Attorney General Eric T. Schneiderman launched the Virtual Markets Integrity Initiative, a fact-finding inquiry into the policies and practices of platforms used by consumers to trade virtual or “crypto” currencies like bitcoin and ether.
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