Marketing

  • Parents: College Costs Aren’t Are Responsibility (But Most Kids Expect Them To Cover)
    Parents: College Costs Aren’t Are Responsibility (But Most Kids Expect Them To Cover)

    Discussing saving for college is 'almost as awkward as discussing sex, drugs, and school safety'

    T. Rowe Price's 2019 Parents, Kids & Money Survey, which sampled 1,005 parents of 8- to 14-year-olds and their kids, found that more than one-third of parents are uncomfortable discussing saving for college with their kids and few of them are having frequent conversations about saving for college.
    read more
  • Generation Z Is Goal-Oriented And Motivated To Pursue Enjoyable Careers…
    Generation Z Is Goal-Oriented And Motivated To Pursue Enjoyable Careers…

    ... But uncertain about how To manage finances

    The youngest generation of American adults are goal-oriented and have the desire to be self-driven, with 81% reporting they have specific goals for the next five to 10 years, according to the latest findings from Northwestern Mutual's 2019 Planning & Progress Study
    read more
  • Retirement’s Generational March
    Retirement’s Generational March

    Baby Boomers, Gen Xers and Millennials have contrasting post-career expectations

    American Advisors Group (AAG), the leading provider of home equity solutions for retirement, has released its national Dream Retirement Survey. The nationwide survey of Millennials, Gen Xers and Baby Boomers was conducted using the digital survey platform Pollfish.
    read more
  • Customer Satisfaction Slips Again, Further Threatening Economic Growth
    Customer Satisfaction Slips Again, Further Threatening Economic Growth

    If not for unusual Q2 consumer spending, GDP growth would be dismal

    Overall U.S. customer satisfaction retreats for a third consecutive quarter, falling 0.1% to a score of 76.4 (on a scale of 0 to 100) on the American Customer Satisfaction Index (ACSI®).
    read more
  • Financial Advice: Consumers Weigh in on Subscription Pricing, Flat Fees and Other Pricing Options
    Financial Advice: Consumers Weigh in on Subscription Pricing, Flat Fees and Other Pricing Options

    Consumers Prefer Clear Minimum Requirements and Want to Pick and Choose

    Consumers respond favorably to the ability to choose among service model options when shopping for advice and financial services, with greater receptivity to flat fees vs. other ways to pay, according to the latest report by Hearts & Wallets, the source for retail investor data and insights.
    read more
  • Socially Responsible Investing and ESG: It’s Not Just a Millennial Trend
    Socially Responsible Investing and ESG: It’s Not Just a Millennial Trend

    Older generations are also putting their values into action

    While millennials seem to be the generation most interested in applying their ideals on environmental, social and governance (ESG) issues to their finances, Gen Xers and baby boomers are also expressing growing interest...
    read more
  • Battling Burnout On The Sales Team
    Battling Burnout On The Sales Team

    First-Aid for work-weary staffs and bleary-eyed sales people

    by Kate Zabriskie

    The team’s exhausted. They’re burned-out, and I am too. I don’t know if we can recover. We’ve been working at 150% for over a year – at least most of us have. More change? Really?
    read more
  • The Future Of Insurance: A View From The Driver’s Seat
    The Future Of Insurance: A View From The Driver’s Seat

    There is only one destination for the next generation of insurance leaders — a digital future

    by Denise Garth

    Check your rearview mirror. Who is back there? Look out of your windshield. Who is in front of you? Can you see yourself in the visor mirror? Who is staring back?
    read more
  • Addressing Student Debt Opens The Door To Recruitment & Retention for Employers
    Addressing Student Debt Opens The Door To Recruitment & Retention for Employers

    Fidelity Investments® Helps Raytheon and the Travelers Companies, Inc. Implement Innovative Student Debt & Retirement Benefit Programs to Employees

    Fidelity Investments®, a leading workplace benefits provider and one of the largest and most diversified financial companies in the industry, announced it is working with two Fortune 500 companies, insurance leader The Travelers Companies, Inc. (NYSE: TRV) and U.S. defense contractor Raytheon, to offer their employees a new benefit designed to help eliminate the student…
    read more
  • Girls Who Invest
    Girls Who Invest

    Scholars From 63 Colleges and Universities Secure Internships at Elite Investment Firms in U.S., Canada, UK

    Girls Who Invest (GWI), a non-profit organization that prepares undergraduates at U.S. colleges and universities for careers in investment management, today announced that 150 students from GWI’s 2019 cohort are completing six-week paid internships at some of the top investment management firms, including Vista Equity Partners, PIMCO, The Baupost Group, BMGI, Farallon Capital Management, Harrison…
    read more
  • Empowerment Is the Cornerstone of the New Social Contract for Retirement
    Empowerment Is the Cornerstone of the New Social Contract for Retirement

    Global research highlights the need for collective action by individuals, governments, and employers

    The most frequently cited retirement concerns are declining physical health (50 percent global, 44 percent U.S.) and running out of money (40 percent global, 49 percent U.S.), according to research released today.
    read more
  • Majority of Americans Wish Their Families Talked More About Money When They Were Young
    Majority of Americans Wish Their Families Talked More About Money When They Were Young

    Only 13% really feel knowledgeable about financial products and investing

    A new LIMRA Secure Retirement Institute (LIMRA SRI) study finds only 13% of American adults feel very knowledgeable about financial products and investments. While more than half of consumers cite their family as the top source of financial information, 58% said they wished their families taught them more about investments and other financial topics.
    read more
  • The Superstar Paradox: 5 Reasons Overachievers Miss the Mark
    The Superstar Paradox: 5 Reasons Overachievers Miss the Mark

    Let go of the can't-ran't and stop sabotaging you own success

    by Merilee Kern, MBA

    In today’s fast-paced business climate where nothing is certain but rapid-fire change, so many people in business and work life have surrendered themselves to “overachievement” in pursuit of career success. Not just ordinary success, but rather the kind that exceeds expectations, courtesy of an excessive “above and beyond” attitude.
    read more