Marketing

  • Considering Insurance’s Current & Future State
    Considering Insurance’s Current & Future State

    Burning Platform... or just on the back burner?

    by Denise Garth

    It isn’t an overstatement to say that platforms are changing our world. We are living lives that are far more connected, more personalized and much more in-touch with services and products that are relevant to the way we work, live and feel.
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  • Drivers for Successful Advisors
    Drivers for Successful Advisors

    Look to the 'Gross Revenue Per Client' measurement for practice growth

    As advisor practice models continue to blur, LIMRA-EY research finds the most successful insurance advisors have expanded their business to include investments, estate and trust planning, as well as retirement planning.
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  • 2019’s States Most Vulnerable to Identity Theft & Fraud
    2019’s States Most Vulnerable to Identity Theft & Fraud

    How 'bug data breeches' are compromising our personal information

    With businesses such as WhatsApp, Quest Diagnostics, Microsoft, ASUS and Capital One experiencing data breaches this year, the free credit-monitoring website WalletHub today released its report on 2019’s States Most Vulnerable to Identity Theft & Fraud as well as accompanying videos.
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  • Getting Consumers Investing Again
    Getting Consumers Investing Again

    With $10T sitting in cash, how do you break through the “Double Confusion”? Simple products can encourage average Americans to increase equity exposure

    The power to break the link between consumer confusion about investing and high cash allocations – totaling at least $10T sitting in U.S. household wallets – lies in products that are easy to understand and use, according to a new report by Hearts & Wallets, the source for retail investor solutions powered by data and…
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  • 61% of Financial Services and Insurance Companies Plan to Move Away from Traditional Business Models
    61% of Financial Services and Insurance Companies Plan to Move Away from Traditional Business Models

    More than 80% of respondents believe Amazon and other tech giants could become major competitors

    According to research findings released today by NTT DATA Services, new digital technologies, increased competition, and evolving customer expectations are driving 61% of financial services and insurance companies (FS&Is) to shift away from traditional, vertically-integrated business models of offering customers only their own products.
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  • While There Is Great Interest in the RIA Career Path, A Lack of Awareness and Misinformation Hinder Access to Talent
    While There Is Great Interest in the RIA Career Path, A Lack of Awareness and Misinformation Hinder Access to Talent

    Looming talent shortage compels RIAs to take action now, to sustain the industry’s growth for the long haul

    Personal financial planning is a fulfilling, flexible, and financially rewarding career path – and one that is largely overlooked by job-seekers. That’s a challenge for a registered investment advisor (RIA) industry that needs to attract a new generation of talent to help sustain its growth...
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  • Introducing Your Company’s New Brand Ambassador: Ex-Pat Employees
    Introducing Your Company’s New Brand Ambassador: Ex-Pat Employees

    MetLife study shows significantly higher levels of engagement, satisfaction, and productivity among globally-mobile employees compared to employees who have not taken foreign assignments

    As employers across the globe continue to identify strategies for winning the war for talent, a detailed look into MetLife’s findings from its 17th Annual U.S. Employee Benefit Trends Study (EBTS) found that globally-mobile employees, defined in the study as Ex-Pats (and In-Pats too), are more than twice as likely as their non-expat peers to…
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  • U.S. Small and Midsize Businesses Have Identified New Avenue for Growth Through Corporate Contracts
    U.S. Small and Midsize Businesses Have Identified New Avenue for Growth Through Corporate Contracts

    Revenues expected to surge by 50% over the next five years

    U.S. small and midsize businesses are often referenced as the backbone of the country’s economy thanks to their drive and ambition to grow and scale but finding new opportunities to expand a business is often challenging.
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  • As Volatility Persists, Recession Fears on the Rise as Market Volatility Persists
    As Volatility Persists, Recession Fears on the Rise as Market Volatility Persists

    Many American worry, but are they doing all they can to protect retirement assets?

    Many American worry, but are they doing all they can to protect retirement assets? New research from the Allianz Quarterly Market Perceptions Study  October 09, 2019 — MINNEAPOLIS–(BUSINESS WIRE)–Allianz Life Insurance Company of North America: Americans’ fear of a recession continues to rise, as half of Americans now say they are worried a major recession…
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  • JPMorgan Chase & Co. to Help One Million Women Make Saving a Priority
    JPMorgan Chase & Co. to Help One Million Women Make Saving a Priority

    Call to action will launch at the firm’s annual Women on the Move Leadership Day with 10,000 employees and clients

    In advance of its fourth annual Women on the Move Leadership Day, JPMorgan Chase & Co. (NYSE: JPM) is calling for one million women to commit to boosting their financial health by automatically saving through Chase.com.
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  • Children’s Allowance Pay is Up, But Amount Saved Alarmingly Low
    Children’s Allowance Pay is Up, But Amount Saved Alarmingly Low

    Children average $30 a week in allowance; Kids are averaging $6.11 an hour to do chores

    A penny earned is not likely to be a penny saved for children today. A new AICPA survey found that kids are raking in an average of $30 a week in allowance, enough to save around $1,500 in a year. In just a few years, a diligent saver could buy their first used car.
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  • AdvisorAssist, LLC Announces the Rollout of AdvisorCloud 360™
    AdvisorAssist, LLC Announces the Rollout of AdvisorCloud 360™

    The newest generation of AdvisorAssist’s proprietary compliance technology

    AdvisorAssist, LLC, the industry leading regulatory compliance and business risk management consulting firm, announces the rollout of AdvisorCloud 360TM, delivering a next-generation compliance intelligence engine.
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  • Women Small Business Owners Confident on Growth, Have More Aggressive Plans to Hire and Expand
    Women Small Business Owners Confident on Growth, Have More Aggressive Plans to Hire and Expand

    Despite concerns about access to capital, they can still move the Needle for the next generation

    Women small business owners are poised to end 2019 on a high note, with 84 percent anticipating year-over-year revenue growth, according to the 2019 Bank of America Women Business Owner Spotlight.
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