- 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.read more - 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.read more - 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.read more - 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”).read more - 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?read more - 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.read more - 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.read more - 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.read more - 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.read more - 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…read more
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