- The More Things Change, The More Things Change.
Let's talk about your brand... and ubiquitous connectivity
by Bruce Turkel
Retail purchases used to be made in bricks and mortar stores. Today, more and more sales are made online. read more
- What’s In A New Year’s Resolution?
Ask a simple question... and you just might get inundated with a vast and varied collection of attitudes, opinions and commentaries
Just after the first of the year, I received an e-mail from Axel Merk, president and CIO of Merk Investments, a San Francisco advisory firm. In it he posed what appeared to be a simple and straight-forward question: 'What would make 2018 more productive for you?' read more
- What Exactly Do Consumers Think about Working with Financial Professionals?
For starters, 77 percent are more confident in their financial future
A new study commissioned by the Million Dollar Round Table (MDRT), conducted online by Harris Poll among over 2,000 U.S. adults ages 18 and older, including over 700 who currently work with a financial professional, examines what consumers think of financial professionals, what clients aim to achieve through financial planning and what they look for… read more
- Influencing Others Made Easier
Using the Power of “Thank You” to Get What You Want
by Kate Zabriskie
Most of us liked to be thanked, especially when the sentiment is sincere. For that reason, “thank you” is one of the most powerful phrases in the English language. read more
- Understanding New Payroll Impacts of the Tax Cuts and Jobs Act
Tax Firm: Changes to IRS code will be 'substantial'
Congress passed the Tax Cuts and Jobs Act (the "Act"), and it was signed into law in December 2017. The changes to the Internal Revenue Code (IRC) will be substantial. The Act, in its official electronic version, is 185 pages long. There are payroll impacts that are important to note and are summarized below. read more
- The Stages of Change
Habits, good or bad, can shackle and restrain your growth
by Vijay Eswaran
You are like a magnet. When your polarity changes, you automatically attract change. Change starts from within, going out in concentric circles. The strongest pull of the magnet is felt by the inner most circle read more
- LOMA Life Industry Forecast: Modest Gains in 2018
Low interest, high tech-costs and compliance all bear upon profits
The 2018 Forecast for Life Insurance is featured in the January issue of Resource. Read the entire article here. read more
- Advising the Wary & Inexperienced
Perceived Investing Experience Drives Attitudes to Active Management, Advice-Seeking Behaviors, Loyalty to Firms vs. Advisors
The degree of perceived investing experience – independent from investable assets – influences consumer attitudes to active management, advice-seeking behaviors and loyalty to firms versus advisors. read more
- Investopedia Academy and Money Expert Farnoosh Torabi Launch Personal Finance Course for Millennials
To help millennials take control of their financial lives
Investopedia Academy, an online education platform that empowers consumers with financial knowledge and practical investing skills, today launched "Master Your Money," a new personal finance course geared towards millennials. read more
- Insurers Leverage New Technologies and Reinvent Business Models to Reach Underserved Consumers
How traditional and new insurers are breaking open new markets and reaching underserved customers
How traditional and new insurers are breaking open new markets and reaching underserved customers WASHINGTON, Jan. 8, 2018 /PRNewswire/ — The Center for Financial Inclusion at Accion (CFI) and the Institute of International Finance (IIF), with the support of MetLife Foundation, today released a new report detailing the factors spurring inclusive insurance around the world. It… read more