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  • Compliance: It’s Everybody’s Business
    Compliance: It’s Everybody’s Business

    LIMRA announces its 2020 Regulatory & Compliance Exchange

    Best Interest. Reg 187. Fraud prevention. Technology innovations. Data analytics. Anti-money laundering. It is clear the financial services industry is complex. Come to the 2020 Regulatory Compliance Exchange to learn about crucial regulatory issues and effective compliance practices from peers and experts.
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  • Codifying Retirement Readiness
    Codifying Retirement Readiness

    Prudential Retirement calls on the workplace to support savings at every life stage

    Congress is making it easier for more workers to save for retirement and create lifetime income. As America Saves Week kicks off on Feb. 24, Prudential Financial, Inc. (NYSE: PRU) is supporting our government’s call for retirement readiness by amplifying the role of the workplace in financial wellness.
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  • Top-Line Growth in U.S. Life/Annuity Industry Remains Elusive Despite Overall Stability
    Top-Line Growth in U.S. Life/Annuity Industry Remains Elusive Despite Overall Stability

    Building capital despite uncertainties

    The U.S. life/annuity industry continued to perform well in 2019, building capital despite significant uncertainty in the macro-environment, but the ability for insurance companies to achieve top-line growth remains a top concern in 2020, according to AM Best’s 2020 Review/Preview market segment report.
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  • Key Provisions of SECURE Act Projected to Reduce Retirement Deficit by More Than $100 Billion
    Key Provisions of SECURE Act Projected to Reduce Retirement Deficit by More Than $100 Billion

     Good news for workers currently aged 35-39

    A new EBRI study finds that key provisions of the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) could reduce the U.S. retirement deficit by 3 percent or $115 billion for households between ages 35 and 64.
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  • Fintech Personal Finance Market to Top 2.7trn by 2023
    Fintech Personal Finance Market to Top 2.7trn by 2023

    How technology is changing our relationship with money

    The last decade has seen a surge in the number of fintech startups, using technology to make it easier for people to make payments, invest, or get loans. These innovative platforms have not only eaten away at the monopoly power of banks and other established financial players, but also allowed customers to take greater control…
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  • Americans Want To Save Their Hard-Earned Money But Are Not Fully Confident They Can Succeed
    Americans Want To Save Their Hard-Earned Money But Are Not Fully Confident They Can Succeed

    Nearly a third of Americans think it's more likely for them to achieve their "dream body" in 2020 than to achieve their annual savings goal

    Half of Americans think that creating a basic saving plan is an important goal they would like to accomplish this year, but 28 percent feel it will be impossible to achieve, according to new research from PurePoint® Financial, a digital bank and division of MUFG Union Bank, N.A.
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  • Unlocking The Emerging Millennial and Gen X Market
    Unlocking The Emerging Millennial and Gen X Market

    What they really need... and how you can attract, retain and drive 'client satisfaction' for these new investors

    A new Special Report from the fifth annual Advisor Authority study commissioned by Nationwide Advisory Solutions, takes an in-depth look at the emerging market of Millennial (ages 18 – 38) and Generation X (ages 39 – 54) investors with investable assets of $100,000 or more—exploring the unique characteristics that differentiate them from each other and…
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  • L’eggo My Ego!
    L’eggo My Ego!

    How  some very common 'ego needs' can squelch a leaders influence... and effectiveness

    When your ego is in charge, you're not leading or influencing from a place of pure power. That's why Karen McGregor says it's vital for every leader to recognize the ego's ten biggest needs and be on the lookout for them at work and in our personal lives.
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  • Majority of Latin American Consumers Worry About Financial Security in Retirement Yet Only 20% Have Done Any Planning
    Majority of Latin American Consumers Worry About Financial Security in Retirement Yet Only 20% Have Done Any Planning

    New study by Secure Retirement Institute and Society of Actuaries examines Latin American consumer attitudes and behavior about retirement security.

    A new study conducted by Secure Retirement Institute® (SRITM) and the Society of Actuaries (SOA) finds 64% of Latin American adults expect to have significant gaps in their retirement funds when they turn 60, and 52% don’t believe the income from their government-funded pension (Social Security) and their employer-sponsored pension will cover basic living expenses.
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  • Most Spam Emails Originate in China, the US, and Germany
    Most Spam Emails Originate in China, the US, and Germany

    Three things we should all be aware of when receiving e-mail

    Even though we get less spam, such emails are still a major threat to internet users. Spam often contains not only commercial information but also links that lead to phishing or malware sites. And spamming techniques keep constantly evolving.
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  • While Confident They’ll Manage Financially, Four in 10 Americans Don’t Have a Financial Plan if Separated or Widowed Later in Life
    While Confident They’ll Manage Financially, Four in 10 Americans Don’t Have a Financial Plan if Separated or Widowed Later in Life

    Managing the pitfalls and challenges of going it alone

    With the average life expectancy reaching nearly 79 years old,1 Americans are living longer than previous generations. But with that extra time, are they planning accordingly for it, especially when it comes to the loss of a partner?
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  • Weekly Gains for Big Benchmarks
    Weekly Gains for Big Benchmarks

    Market pushes back on Coronavirus; Powell: Economy is in a 'very good place'

    Daily headlines about the coronavirus had little impact on stock market averages last week. Earnings and mergers had more influence. 
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  • Scam Alert: New Tech Creates Fake Voicemails
    Scam Alert: New Tech Creates Fake Voicemails

    How 'voice cloning' can weaponize the sense of urgency

    Everyone knows to be on the lookout for phony emails – especially at work. Scammers can easily make messages that appear to come from anywhere – from your boss’s account to the office printer. But what about voicemail?
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