- Examining Earnings & Yields
Primarily positive for retail, housing & industrial;
All eyes on earnings and yields
Stocks posted moderate gains last week, as the S&P 500 added 0.52%, the Dow increased 0.42%, and the NASDAQ rose 0.56%. International stocks in the MSCI EAFE followed suit, gaining 0.41%.
read more - New Tax Law and Market Decline Impact Average Americans’ Financial Satisfaction
Personal Financial Satisfaction Index (PFSi) measures the financial pleasure and pain of typical American households
The American Institute of CPAs (AICPA) will release the results for the first quarter of 2018 Personal Financial Satisfaction Index (PFSi), a quarterly economic gauge that measures the personal financial standing of a typical American, at 7:00 a.m. EDT, Thursday, April 26.
read more - Retirement Industry Council Convenes to Focus on Protection of Retirement Accounts
FS-ISAC AND SPARK Institute partner to focus on protecting 401(k) firms, mutual and pension funds
The Financial Services Information Sharing and Analysis Center (FS-ISAC), in partnership with the SPARK Institute, today announced the creation of the Retirement Industry Council (RIC) to help promote voluntary information sharing and threat intelligence to members within the retirement industry that administer plans like 401(k), individual retirement accounts and pension funds.
read more - Retirees Come Face To Face With Longevity
Retiree confidence in critical aspects of retirement security declines, while workers’ overall confidence creeps up
This year’s Retirement Confidence Survey (RCS) finds only a third of retirees very confident in their ability to live comfortably throughout retirement (32 percent). While this is comparable to last year, retiree confidence in having enough money to cover basic expenses and medical expenses has dropped...
read more - Abrupt Interest Rate Hikes Could Pose Challenges to Life Insurers
The yield curve continues to flatten
How the U.S. Federal Reserve (Fed) proceeds on interest rate hikes remains critical to the U.S. life/annuity (L/A) insurance industry.
read more - The State of Employee Benefits
What they value, what satisfies them; Perspective on the burden of healthcare
Over the last 20 years, the Employee Benefit Research Institute (EBRI) and Greenwald & Associates have surveyed employees to understand what types of benefits they value; how satisfied they are with those benefits; and their perspectives on health benefits, health care, and the future of employee benefits.
read more - Former FBI Director James Comey to Keynote LIMRA 2018 Annual Conference
LIMRA announced today that former Federal Bureau of Investigation (FBI) director James Comey will deliver the keynote speech at the 2018 LIMRA Annual Conference, which will be held Oct. 28-30, 2018, in New York City.
read more - Women Have Fundamentally Different Journeys to Financial Wellness
Study: Confident... in all but investing
A new Merrill Lynch study conducted in partnership with Age Wave, “Women and Financial Wellness: Beyond the Bottom Line,” celebrates the progress made by women while examining the financial challenges women still face throughout their lives, and offers potential solutions.
read more - Cyber Is Growing Into the Risk That ‘Connects Them All’
The European Union’s (EU) General Data Protection Regulation (GDPR) is a law coming into force
In a meeting at the Risk and Insurance Management Society, Inc.’s (RIMS) conference in San Antonio, TX, a panel of insurance and risk management executives said more insureds are becoming aware and asking for broader coverage of the many forms of loss that can be triggered when an organization’s network is compromised.
read more - Aging In Place
How to grow old in your own home
When Marguerite Sullivan's spouse passed away, the 78-year-old had no interest in moving. She’s healthy, has many friends, and her 2 sons live nearby. Plus, she’s a confident driver and gets herself to doctor’s appointments and the grocery store.
read more - MDRT Study Finds Consumer Confusion about Tax Reform
Thirty-nine percent of consumers misunderstand implications, 72 percent with financial advisors will seek guidance from their advisors for 2018 strategies
A recent study conducted by the Million Dollar Round Table (MDRT) finds many Americans are confused by the implications of recent tax regulation.
read more - CFP Board and NAPFA: Working Together for the Financial Planning Profession
Agreement between two organizations strengthens efforts to raise awareness of CFP® certification
Certified Financial Planner Board of Standards (CFP Board), and the National Association of Personal Financial Advisors (NAPFA), have agreed to work together to advance the financial planning profession for the benefit of the public's financial well-being.
read more - NY AG Schneiderman Launches Inquiry Into CryptoCurrency ‘Exchanges’
Virtual Markets Integrity Initiative Seeks to Improve Transparency and Accountability of Major Cryptocurrency Trading Platforms to Protect Virtual Currency Investors
Today, New York Attorney General Eric T. Schneiderman launched the Virtual Markets Integrity Initiative, a fact-finding inquiry into the policies and practices of platforms used by consumers to trade virtual or “crypto” currencies like bitcoin and ether.
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LIMRA announced today that former Federal Bureau of Investigation (FBI) director James Comey will deliver the keynote speech at the 2018 LIMRA Annual Conference, which will be held Oct. 28-30, 2018, in New York City.read more
