Marketing

  • 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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  • 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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  • A Change Will Do You Good
    A Change Will Do You Good

    Nine steps to lead your team through uncertain times

    by Kate Zabriskie

    If there is one thing about business that doesn’t change, it’s that business will always change! Be it through the advent of new technology, loss of a key employee, new laws that govern the way your industry does business, or even a takeover by another company. No matter what the change may be, the last…
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  • Advisor Group Announces Completion Of Merger With Ladenburg Thalmann Financial Services
    Advisor Group Announces Completion Of Merger With Ladenburg Thalmann Financial Services

    Creating one of the industry's largest network Of wealth management firms

    Advisor Group, the nation's largest network of independent wealth management firms, today announced the successful completion of its merger agreement with Ladenburg Thalmann Financial Services Inc., a diversified financial services company based in Miami that includes five independent advisory and brokerage firms.
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  • On The Heels Of Renegade Seniors Who Defy Aging
    On The Heels Of Renegade Seniors Who Defy Aging

    Follow 57-year-old businessman Dean Neuls as he breaks the stereotypes about aging while racing in Europe's Porsche SportsCup

    Dean Neuls was lined up on the starting grid against 40 other drivers. They were less than half his age, and 10 times more experienced.
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  • The State Of Term Insurance
    The State Of Term Insurance

    Milliman survey reveals 25 out of 28 companies use or plan to use accelerated underwriting in term life insurance

    Milliman survey reveals 25 out of 28 companies use or plan to use accelerated underwriting in term life insurance SEATTLE, Feb. 13, 2020 /PRNewswire/ — Milliman, Inc., a premier global consulting and actuarial firm, recently released the results of its biennial broad-based survey on term life insurance. The survey captured historical data for key industry…
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  • Unum Enhances Distribution Model to Better Serve Small Business Market
    Unum Enhances Distribution Model to Better Serve Small Business Market

    Advances the 'Small Business Consultant' Role

    Employee benefits provider Unum (NYSE: UNM) today announced  enhancements to its distribution model that will provide additional support to brokers and customers in the small business market. This multi-phased approach begins this quarter and will roll-out nationally throughout 2020.
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  • Now Entering The Post-Digital Era…
    Now Entering The Post-Digital Era…

    How insurers are 'weaving real-time risk protection' into the client's everyday life

    Insurance organizations are taking bold steps into a new age—one that tailors itself to fit every moment. It’s an era when insurance products and services evolve and adapt according to customer behaviors and context—from hyperpersonalized marketing to telematics-driven auto insurance that rewards safe driving, to parametric travel policies that instantly pay compensation when a flight…
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  • Millennials Lead the Pack in Sticking to Savings Resolutions
    Millennials Lead the Pack in Sticking to Savings Resolutions

    Nearly half have stayed on track in 2020

    Shattering the stereotype that millennials don't prioritize saving, nearly half of this group who made a New Year's resolution to save more say they have stayed completely on track in 2020, according to CIT Bank's recent survey, conducted by The Harris Poll.
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  • This Valentine’s Day, It’s All About the Gift of Experience
    This Valentine’s Day, It’s All About the Gift of Experience

    As love seeks a less material expression, what does it say about how we understand our clients?

    As love seeks a less material expression, what does it say about how we understand our clients? LOS ANGELES, Feb. 14, 2020 /PRNewswire/ — SRAX, Inc. (NASDAQ: SRAX), a digital marketing and consumer data management technology company, has released a new BIGresearch study of over 53,000 unique Americans revealing this year’s Valentine’s Day consumer behaviors…
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  • Biggest Cloud Breaches of the Decade: What Did We Learn so Far?
    Biggest Cloud Breaches of the Decade: What Did We Learn so Far?

    While advances in protection are considerable, so is the sophistication of cyber-criminals

    While advances in protection are considerable, so is the sophistication of cyber-criminals February 13, 2020. The last decade accounted for over 4 billion records tampered and stolen. Ten of the 15 biggest data breaches of all time took place in the 2010s. With more companies and individual users transitioning to cloud environments, the number of data…
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