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  • Families Are Paying Nearly Half of College Costs out of Pocket
    Families Are Paying Nearly Half of College Costs out of Pocket

    On Average, Families Spent Roughly $26,500 on College in 2017-18; Three-Quarters of College Funds Come from Sources Other Than Student Loans

    Family income and savings covered nearly half (47 percent) of all college expenses last year, according to “How America Pays for College 2018,” the national study from Sallie Mae — the nation’s saving, planning, and paying for college company — and Ipsos, an independent global market research company.
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  • New Study: Positive Investor Sentiment Entering Midterm Elections
    New Study: Positive Investor Sentiment Entering Midterm Elections

    Young investors are most likely to believe the midterm elections will positively affect their portfolios

    E*TRADE Financial Corporation (NASDAQ:ETFC) today announced results from the most recent wave of StreetWise, the E*TRADE quarterly tracking study of experienced investors. Amid increasing trade barbs, geopolitical unrest, and a late-stage economy, results show investors are hopeful that the midterm elections will have a positive impact on their investments
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  • Top of Mind for Insurance Leadership: New Business Models and Products in a New Digital Era of Insurance
    Top of Mind for Insurance Leadership: New Business Models and Products in a New Digital Era of Insurance

    Platform-based solutions enable innovation and speed to value in a rapidly changing insurance industry

    The digital era shift is realigning fundamental elements of business that require major adjustments from insurers in order for them to survive and thrive, according to a new thought leadership report released today by Majesco, a global provider of core insurance platform software and consulting services for insurance business transformation.
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  • Study: U.S. Health Care Exacerbating Struggles of American With Serious Illness
    Study: U.S. Health Care Exacerbating Struggles of American With Serious Illness

    ...With many facing financial ruin

    Americans who become seriously ill don’t just struggle with their disease. Often, they feel confused and helpless (62%), face the risk of financial ruin (53%), and experience serious problems with their care (61%). Those are among the key findings of a new survey released today by the Commonwealth Fund, the Harvard T.H. Chan School of…
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  • Guaranteed Income Across Annuity Products
    Guaranteed Income Across Annuity Products

    Withdrawal Guarantees Compete with Income Annuities

    Income annuities have been viewed as the most efficient form of income guarantee available to clients due to their product design. Savings annuities, however, often provide higher guaranteed income through withdrawal benefits with very different guarantee structures.
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  • Planning Through The Generational Shifts
    Planning Through The Generational Shifts

    Millennial business owners focus on retirement more than Gen X or Baby Boomers

    Despite numerous stereotypes about Millennials, a new survey by Nationwide reveals they could be more prepared and supportive of planning for the future than Gen X or Baby Boomer business owners. 
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  • All LTC Protection Is Not Created Equal
    All LTC Protection Is Not Created Equal

    Survey: Nearly 4 in 10 Americans 65+ haven't talked with others about preparing for possible need of long-term care

    Nearly 4 in 10 Americans age 65 and over – 37 percent – say they haven't had conversations with anyone about preparing for their possible need of long-term care (LTC). The proportion was similar to American adults overall, 38 percent of whom said they hadn't had such conversations.
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  • Invesco and MassMutual Announce Strategic Combination of Invesco and OppenheimerFunds
    Invesco and MassMutual Announce Strategic Combination of Invesco and OppenheimerFunds

    Combined firm to be among the largest asset managers globally and in the US with $1.2 trillion AUM

    Invesco Ltd. (NYSE: IVZ) and Massachusetts Mutual Life Insurance Company (MassMutual) announced today that they have entered into a definitive agreement, whereby Invesco will acquire MassMutual asset management affiliate OppenheimerFunds, Inc.
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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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  • 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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