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  • Strategic Investment Mixology – Developing The “Holy Grail” Portfolio
    Strategic Investment Mixology – Developing The “Holy Grail” Portfolio

    Have our investment strategies been concocted after 'ti many martoonies'?

    by Steve Selengut

    So what do you or your investment manager have in common with your favorite neighborhood bartender, other than the probability that you spend more time with the latter during market corrections?
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  • Industry First: TD Ameritrade Enables Investors to Instantly Fund Brokerage Accounts Using Apple Pay
    Industry First: TD Ameritrade Enables Investors to Instantly Fund Brokerage Accounts Using Apple Pay

    Now available to individual investors in the U.S. through Apple Business Chat on iPhone and iPad

    TD Ameritrade announced an industry first today: the ability for individual investors to instantly fund a brokerage account with Apple Pay through Apple Business Chat in the Messages app on iPhone and iPad. Historically, to fund brokerage accounts, investors have had to endure a multi-day waiting period while funds were verified or manage a complicated…
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  • Study Shows Great Customer Experiences Are Rewarded by Main Street and Wall Street
    Study Shows Great Customer Experiences Are Rewarded by Main Street and Wall Street

    Customer experience leading firms outperform laggards by a nearly 3-to-1 margin in shareholder return

    Watermark Consulting has released its latest cross-industry Customer Experience (CX) ROI Study, along with several sector-specific editions focused on the Airline, Insurance and Wealth & Asset Management industries.
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  • Is It a Man’s World When It Comes to Retirement Readiness for Gen-X?
    Is It a Man’s World When It Comes to Retirement Readiness for Gen-X?

    How Retirement Readiness Varies by Gender and Family Status: A Retirement Savings Shortfall Assessment of Gen Xers

    by Jack VanDerhei

    Measuring retirement security — or retirement income adequacy — is an extremely important topic. In recent years, there has been an increasing emphasis on the retirement income adequacy of widows and single women.
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  • In the Midst of the Government Shutdown, Economic Optimism Dips Slightly
    In the Midst of the Government Shutdown, Economic Optimism Dips Slightly

    Presidential Leadership Index increases despite partisan rancor

    The IBD/TIPP Economic Optimism Index, a leading national poll on consumer confidence, dipped by just 0.6 percent in January as the U.S. government continues the longest shutdown on record.
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  • New JPMorgan Chase Institute Research Explores Hedge Fund Trading During the Swiss Franc Floor Period
    New JPMorgan Chase Institute Research Explores Hedge Fund Trading During the Swiss Franc Floor Period

    Central Banks can use announcement timing—surprise or expected—to achieve their policy goals in a manner that drives rapid market repricing or minimizes unintended market volatility

    On the fourth anniversary of the Swiss National Bank’s (SNB) removal of the Swiss Franc (CHF) floor, the JPMorgan Chase Institute released a new study further exploring the trading behavior of hedge funds during the SNB’s Minimum Exchange Rate policy period.
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  • NAFA Announces 2019 Board of Directors
    NAFA Announces 2019 Board of Directors

    6 Appointees Join New Wave of NAFA Leadership

    The general membership of NAFA, the National Association for Fixed Annuities, unanimously approved the slate of candidates presented for the 2019 board of directors at the association’s annual meeting held recently in Nashville, Tenn.
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  • Customer Service: There Are None So Blind…
    Customer Service: There Are None So Blind…

    Do you hear your audience listening?

    by Bruce Turkel

    I’m sitting in the second row of the big conference room listening to the keynote speaker at a corporate event. Every few minutes the speaker raises his hand and asks the audience if they’ve experienced whatever it is that he’s talking about.
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  • Stalled Sales?
    Stalled Sales?

    Get Unstuck by Engaging in a Strategic Market Analysis

    by Jill J. Johnson

    If you are struggling with sluggish sales, there are two critical areas you must review to address the situation. The first is determining if the slowdown is due to changes in your target market. The second is determining if your sales and promotional approaches are ineffective.
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  • Long Term Care Insurance Industry Paid $10.3 Billion in Claims in 2018
    Long Term Care Insurance Industry Paid $10.3 Billion in Claims in 2018

    Industry passes the $10B mark for the first time

    A record $10.3 Billion in claims was paid last year by the nation's long term care insurance companies according to the American Association for Long-Term Care Insurance. Benefits were paid on more than 303,000 policies.
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  • LIMRA – The State of the Retirement Market Today
    LIMRA – The State of the Retirement Market Today

    What are the implications for our financial security?

    The retirement market is changing and growing. People are preparing differently, and sometimes retiring sooner than they planned. What are the implications to their financial security?
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  • Part-Time Nation
    Part-Time Nation

    The “Gig Economy” leaves some working Americans financially vulnerable

    In recent years, a greater number of working Americans have left the 9-to-5 career path for the “gig economy,” taking on part-time, contingent, or independent contractor positions. According to the Bureau of Labor Statistics, the proportion of the U.S. workforce employed part-time (i.e., less than 35 hours per week at any one employer) has increased…
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  • Markets Relax and Rally
    Markets Relax and Rally

    Updates on trade and monetary policy contributed to investor decisions

    After months of volatility, markets relaxed a bit last week. For the first time since October, the S&P 500 went 5 days without a 1% gain or loss. The Cboe Volatility Index, or VIX, also fell to lower than 20 - in December, it spiked above 35.
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