• Going Against the Grain to Retain Financial Advisers
    Going Against the Grain to Retain Financial Advisers

    How to keep promising people in an industry beset by alarming attrition

    by David R. LaBricciosa, CPA

    The numbers are disappointing, if not downright depressing. According to LIMRA’s Agent Production and Retention Study, the percentage of new financial advisers who actually stay in the industry has hovered in the low teens for the past three decades.
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  • AARP Bulletin Reveals 10 Ways the Midterm Elections Could Change the Future for Older Americans
    AARP Bulletin Reveals 10 Ways the Midterm Elections Could Change the Future for Older Americans

    Special report details how Social Security, Medicare, Medicaid, retirement savings plans and other key programs are at stake this election

    How America votes in the midterm election could influence major policy decisions at the federal and state levels that could affect the lives of all older Americans for decades to come, according to a special report in the October issue of the AARP Bulletin.
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  • How Digital Habits Are Driving Shifts In Financial Attitudes
    How Digital Habits Are Driving Shifts In Financial Attitudes

    Consumers are growing more comfortable conducting financial activities with non-traditional technology providers

    The latest quarterly consumer trends research from Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, shows that as the importance of digital engagement has grown, so has consumer comfort using non-financial companies to conduct financial activities.
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  • Fidelity® Launches Fidelity Digital Assets℠
    Fidelity® Launches Fidelity Digital Assets℠

    New Company to Provide Enterprise-Grade Digital Asset Solutions for Institutional Investors

    Fidelity Investments, one of the world’s largest and most diversified financial services providers with more than $7.2 trillion in client assets, today announced the launch of a new company, Fidelity Digital Asset Services, LLC (“Fidelity Digital Assets”).
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  • Sales Culture Eats Strategy for Breakfast
    Sales Culture Eats Strategy for Breakfast

    How to Create a Sales Culture for Increased Profits, Faster Revenue Growth, and Better Salesforce Retention

    by John Waid

    Don’t you wish your salesforce sold twice as much as your competitors, your business was extremely profitable and your salespeople and customers loved you? Is this even possible?
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  • The Rising Costs of Caring
    The Rising Costs of Caring

    Genworth’s 15th Annual Cost of Care Survey Shows Continuing Rise in Long Term Care Costs

    Living longer has its advantages, but it also increases the likelihood of needing long term care[2], a proposition that is getting more costly with every passing year.
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  • Bridging The Big Advice Gaps
    Bridging The Big Advice Gaps

    When Financial Tasks Are Difficult, Consumers Don’t Seek Help

    The vast majority of consumers who find a financial task difficult don’t seek help, creating large advice gaps, as seen in a new report from Hearts & Wallets, the source for retail investor data and insights. 
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  • Stocks Take a Ride
    Stocks Take a Ride

    Volatility comes back in full force

    Volatility was back in full force last week. The three major domestic indexes posted several days of losses before experiencing wide swings on Friday.
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  • Happy Birthday, 401(k)
    Happy Birthday, 401(k)

    The state of Boomers in retirement, as 401(k) turns 40

    This November marks the 40th anniversary of the legislation that paved the way for 401(k) plans. Schwab Retirement Plan Services is out with a study that highlights the confidence that Baby Boomers - the first generation with access to a 401(k) for the majority of their career - feel as they approach retirement.
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  • Will Social Security Really Be There for Your Clients’ Retirement Income?
    Will Social Security Really Be There for Your Clients’ Retirement Income?

    Advisors need to be the voice of reason amidst the hype and hoopla

    by Marcia Mantell, RMA, NSSA

    Social Security is a critical product in every client’s comprehensive retirement income plan. In fact, it should be the first consideration in every plan, even for wealthy clients. Being on the receiving end of $3,000 per month per person is a good starting point – and it could be close to $6,000 per month for…
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