Marketing

  • Fulfillment, Frustration and the Pursuit of Success
    Fulfillment, Frustration and the Pursuit of Success

    Financial Pros Have Independence on Their Minds

    Examining the Mindset of U.S. Financial Professionals, a survey released today by Schwab Independent Branch Services, finds that while client-facing financial professionals are generally fulfilled and optimistic about their careers, they are brimming with entrepreneurial drive and drawn to independence.
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  • Impact Investing at Tipping Point
    Impact Investing at Tipping Point

    Study: Over 70% of affluent, next-gen donors are already engaged

    Over 70% of Millennials and Gen-Xers have made an impact investment versus just 30% of Baby Boomer and older investors, according to a study released today by Fidelity Charitable, an independent public charity and the nation’s second-largest grantmaker.
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  • Go Forth… And Disrupt
    Go Forth… And Disrupt

    Schwab Challenges Independent Advisors to Be Disruptive Forces in the Industry

    Bernie Clark, leader of Schwab Advisor Services, asked independent advisors today: “Are we driving change or being driven by it?” and urged them to challenge themselves and resist the temptation to think “this is working just fine” given the extraordinary growth and success that the independent model has seen in the last decade.
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  • AIG Helps Launch the Alliance for Lifetime Income
    AIG Helps Launch the Alliance for Lifetime Income

    To Empower and Educate Consumers and Financial Advisors on the Importance of Having Protected Lifetime Income

    AIG (NYSE:AIG) today announced it is a founding member of the Board of Directors for the Alliance for Lifetime Income (Alliance), a new industry coalition of 24 leading financial services organizations whose goal is to educate Americans about the importance of protected lifetime income solutions and empower them to take action.
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  • Fidelity Asks: Are You Making The Most Out Of Health Savings Accounts?
    Fidelity Asks: Are You Making The Most Out Of Health Savings Accounts?

    Many are not maximizing HSAs – A misunderstood savings opportunity

    Today, Fidelity Investments® announced it has continued to see double-digit growth of its health savings account (HSA) business, adding 112 new employers in 2017 that provide HSAs to their employees. Account openings are also on the rise, with Fidelity’s 837,800 individual account holders representing $3B in assets, a 50 percent increase from 20171.
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  • MetLife and Insurtech Start-Ups Ignite Innovation
    MetLife and Insurtech Start-Ups Ignite Innovation

    'Digital Speed Dating' event unites Met's global leaders with cutting-edge startups

    How does a digital start-up get the attention of a Fortune 50 insurer with more than $60 billion in revenue? At MetLife, they walk in the front door and make their pitch.
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  • How to Combat Financial Exploitation of Seniors
    How to Combat Financial Exploitation of Seniors

    Training an industry to detect and deter

    According to The United States Census Bureau, the population of the United States is rapidly becoming older. One of their latest projections says that 20 percent of the country’s population will be over the age of 65 by 2030. For the first time in the country’s history, older people are projected to outnumber children.
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  • Money Is The Leading Source Of Happiness — And Stress
    Money Is The Leading Source Of Happiness — And Stress

    Happy, but watch out for anxiety, insecurity and fear

    Financial security emerged as the most important attribute of a positive outlook on life, according to new research released today by Northwestern Mutual. An overwhelming 9 in 10 Americans (87%) agree that nothing makes them happier or more confident than feeling like their finances are in order.
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  • The Brokerage Disruptors
    The Brokerage Disruptors

    What are the tactics, fee structures and platforms of success for today's players?

    In an attempt to draw the younger population into the investing world, multiple start-ups have launched platforms to disrupt the brokerage industry with the promise of low fees, low minimums and an easy-to-understand investment process. Breaking away from our traditional Broker Monitor coverage set, this report focuses on three of these disruptors—Acorns, Stash and Robinhood—to…
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  • Twenty-Three Percent Fewer Employers Are Offering Life Insurance to Their Workers
    Twenty-Three Percent Fewer Employers Are Offering Life Insurance to Their Workers

    Still, employees recognize its importance and value

    In 2017, only 48 percent of employers offered life insurance to their workers, a 23 percent decline from 2006. This continues a steady of decline in employer-sponsored life insurance since 2006 ).
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  • Profiles In Leadership
    Profiles In Leadership

    Five Keys to Leaving a Positive Leadership Legacy in Your Life

    by Jeffrey W. Foley

    Many successful business people have pondered their leadership legacy—how do they want to be remembered. And many of them struggle to find the answer.
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  • What’s Next: How Your Life May Get Better in the Coming Years
    What’s Next: How Your Life May Get Better in the Coming Years

    Homes that care, clothing that heals, and 'eyeball currency'

    Who'd have thought a decade ago that TV shows would stream on your mobile phone, or that your car would park itself? But today's innovations are nothing compared to what's coming up next.
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  • Lincoln Financial Now Offers Online Chat Capabilities to Service Policies
    Lincoln Financial Now Offers Online Chat Capabilities to Service Policies

    “Ask Abe” provides customers 24x7 service option; offers choice and flexibility in conducting policy transactions

    Lincoln Financial Group (NYSE:LNC) is now providing customers who come to its public website online chat capabilities, becoming one of the first life insurance carriers to offer this customer service-enhancing feature. Offered on www.LincolnFinancial.com (LFG.com), the service provides individual life insurance customers an additional choice for how they can interact with Lincoln, based on their…
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