Marketing

  • LIMRA Data Shows the Importance of Social Media for Financial Professionals
    LIMRA Data Shows the Importance of Social Media for Financial Professionals

    When Millennials & Gen-Xers look for an advisor, they're usually doing it digitally

    LIMRA research shows 27% of Americans prefer to work with an agent or advisor when buying life insurance. New findings from the 2019 Insurance Barometer Study, which LIMRA does each year with consumer education nonprofit Life Happens, show about 1 in 5 Americans (17%) say they are looking for a financial advisor.
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  • NAFA Recognizes Legislators and Leaders for Commitment to Improving Retirement Landscape
    NAFA Recognizes Legislators and Leaders for Commitment to Improving Retirement Landscape

    For 'commitment to commonsense policies' and closing the income-gap

    In an effort to highlight the tremendous work being done to protect and promote fixed annuity products and advocate for the value of annuities as part of a comprehensive retirement plan, NAFA, the National Association for Fixed Annuities, presented awards of recognition to two legislators and a number of industry leaders during its ninth annual…
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  • Study: 79% of Americans Consider Homeownership Part of the ‘American Dream’
    Study: 79% of Americans Consider Homeownership Part of the ‘American Dream’

    Including 73% of Millennials

    In recognition of National Homeownership Month in June, First National Bank of Omaha today released the results from its 2019 State of Homeownership Survey. The survey examines Americans’ perceptions and preferences related to different aspects of homeownership, from mortgages and debt to home maintenance and the future of the country’s housing market.
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  • Casting Your Confidence Net
    Casting Your Confidence Net

    Four Strategies to Manage Self-Doubt

    by Dr. David Chinsky

    Even when leaders are clear about where they want to take their teams, pushback from colleagues, combined with self-doubts, can cause them to become paralyzed at the point of action. Clarity without confidence is an ineffective formula for success.
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  • Nearly 9 in 10 Americans Believe How They Manage Their Money Would Make Their Parents Proud
    Nearly 9 in 10 Americans Believe How They Manage Their Money Would Make Their Parents Proud

    Report also shows finances take a toll on mental and physical health – Even more so among women

    Bank of America today announced findings from the latest Merrill Edge® Report, which reveals people are feeling simultaneously optimistic and overwhelmed by their finances.
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  • Father Knows Best: Dads Have a Better Understanding of Personal Finance Than the General Population
    Father Knows Best: Dads Have a Better Understanding of Personal Finance Than the General Population

    They also prioritize talking to their kids about planning for the future

    It turns out there is a reason why Dad is never shy in handing out financial advice. According to Lincoln Financial Group’s (NYSE: LNC) Love and Responsibility Survey, dads have a better understanding of personal finance than the general population.
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  • Dads and Moms Are Significantly More Likely to Embrace New Tech & Tools to Manage Finances
    Dads and Moms Are Significantly More Likely to Embrace New Tech & Tools to Manage Finances

    Parents outpace the general population in wanting to leverage mobile, voice, social, and other new technologies in managing their investments

    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.
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  • Share of Wallet at Leading Financial Services Firms Drops as Multiple Relationships for Consumers at All-Time High
    Share of Wallet at Leading Financial Services Firms Drops as Multiple Relationships for Consumers at All-Time High

    Selected firms are top performers based on customer ratings for trust, intent to recommend and intent to invest more

    Consumers are spreading their wallets around with use of financial services firms at an all-time high, as share of wallet drops at leading financial services firms, according to the latest report by Hearts & Wallets, the source for retail investor data and insights.
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  • Credit Card Debt: A Worrisome Picture
    Credit Card Debt: A Worrisome Picture

    Americans came into 2019 carrying more than $1 trillion in credit card debt

    The personal-finance website WalletHub today released its latest Credit Card Debt Study, which found that consumers paid off $38 billion of their roughly $1 trillion in credit card debt during the first quarter of 2019. Given that this year’s first-quarter paydown was smaller than last year’s, WalletHub now projects a $70 billion net increase in…
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  • Eighty Percent of Employees Are Stressed about Money
    Eighty Percent of Employees Are Stressed about Money

    Report: They want their employers to be more transparent about pay

    While the economy continues to create thousands of jobs on a monthly basis in both Canada and the U.S., new research shows money matters are top-of-mind among employees across North America.
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  • Summer Slacking?
    Summer Slacking?

    Survey: Work Productivity Goes Down as Vacation Season Kicks into High Gear

    Summer. It’s the season millions of Americans look forward to each year. However, a recent survey of professionals by Korn Ferry (NYSE:KFY) shows that work productivity may suffer at the expense of summer fun. 
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  • Nine Companies That Got Brand Right
    Nine Companies That Got Brand Right

    Don't want to become a commodity? You'd better get brand right

    by Lindsay Pedersen

    It's tougher than ever to grab and hold customer attention. People are overwhelmed by messages flying at them from all directions, and it's easy for yours to get drowned out. Plus, there are more options than ever, and online retailers have made it easy to pick the lowest price (with decent reviews) and be done…
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  • SEC Votes For Transparency Between Investor, Advisor
    SEC Votes For Transparency Between Investor, Advisor

    SEC Adopts Rules and Interpretations to Enhance Protections and Preserve Choice for Retail Investors in Their Relationships With Financial Professionals

    The Securities and Exchange Commission today voted to adopt a package of rulemakings and interpretations designed to enhance the quality and transparency of retail investors’ relationships with investment advisers and broker-dealers, bringing the legal requirements and mandated disclosures in line with reasonable investor expectations, while preserving access (in terms of choice and cost) to a…
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