- We Are All Invested
Financial Services Industry Prepares for 2020
Against the uncertain backdrop of 2020, FleishmanHillard today released "We Are All Invested," a collection of expert points of view on changing geopolitical dynamics, new definitions of corporate purpose and trends in technology, commerce and behavioral finance.
read more - For Consumers, Tension Between Financial Stress and Optimism
Millennials find dealing with finances 'very stressful' -- 13% more than older consumers
In honor of National Get Smart About Credit Day, CreditWise® from Capital One® (NYSE: COF) released a new survey focused on credit behaviors and attitudes, revealing tension in how U.S. consumers think about finances.
read more - Advisor Group And Ladenburg Thalmann Announce Merger To Create A Wealth Management Industry Leader With Nearly 11,500 Financial Advisors And Over $450 Billion In Client Assets
The companies will form leading multi-custodial and multi-clearing network of firms, supporting financial advisors through multiple distinct brands and cultures
Advisor Group, one of the nation's largest networks of independent wealth management firms, and Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTS PrA, LTSL, LTSF, LTSK, LTSH) ("Ladenburg"), a publicly-traded diversified financial services company, today announced that both companies have entered into a definitive merger agreement to join the two companies.
read more - It’s the Most Expensive Time of the Year
Americans Divulge Their Holiday Money Confessions
With many people in the U.S. getting a jump start on purchasing gifts for the winter holidays, Union Bank, a leading West Coast bank, revealed findings of a new survey to understand how people are spending their hard-earned cash this holiday season...
read more - Triad Advisors Successfully Recruits Hybrid Wealth Management Practice Strategic Wealth Advisors
El Paso-Based Firm with $150 Million in Client Assets Joins with Hybrid-Focused Ladenburg Subsidiary
Triad Advisors, LLC a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. and a leading independent advisory and brokerage firm supporting independent hybrid financial advisory practices, announced today that it has successfully recruited Strategic Wealth Advisors (SWA), a hybrid practice based in El Paso, Texas, with four advisors and $150 million in total client…
read more - Social Media Is A Winning Game, But Many Advisors Aren’t Playing
Financial advisors use social media more frequently and feel it is more valuable than do RIAs
A study by global asset manager American Century Investments showed that the more advisors use social media, the more value they receive from it. However, a surprising number of advisors don't use social media on a consistent basis, and many view it as not having a large effect on their business, either now or in…
read more - It’s A Silent Night For ’12 Days of Christmas’ Prices
While the market is up, holiday gift 'price-index' remains relatively flat
Gold rings in this season; turtle dove prices head south
The PNC Christmas Price Index predicts True Loves will find all is calm when putting the gifts under the tree this holiday shopping season. To purchase the gifts included in the classic holiday song "The 12 Days of Christmas," it will cost just 0.2% more than it did in 2018, according to the 36th annual…
read more - What Really Drives Financial Trust?
Pricing, commission and fees have little impact, but satisfying client-yearning for information ranks very high
Understanding is key to improve customer trust of financial services firms, as identified in a new report that features the top 10 drivers, trust builders and busters, and action steps within firm control, according to Hearts & Wallets, the data and analytics company specializing in retail saving and investing.
read more - New Data Shows Smoking Can Increase Your Life Insurance Premium by Nearly 100%
Analyzing the dollar-diffrerences in premium between smokers and non-smokers
Although naturally grim in its circumstance, life insurance can be an important safety net for a policyholder’s loved ones. But having life insurance comes at a cost, so consumers must weigh the pros of paying for a policy against the potential consequences of not having one.
read more - Defining What Good Customer Experience Looks Like Is the First Step Toward Achieving It
We all know it when we see it...
We all know good customer experience when we see it. For life insurance and annuity carriers, however, it is often hard to define and measure good customer experience.
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