Marketing

  • New Tax Law and Market Decline Impact Average Americans’ Financial Satisfaction
    New Tax Law and Market Decline Impact Average Americans’ Financial Satisfaction

    Personal Financial Satisfaction Index (PFSi) measures the financial pleasure and pain of typical American households

    The American Institute of CPAs (AICPA) will release the results for the first quarter of 2018 Personal Financial Satisfaction Index (PFSi), a quarterly economic gauge that measures the personal financial standing of a typical American, at 7:00 a.m. EDT, Thursday, April 26.
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  • Retirement Industry Council Convenes to Focus on Protection of Retirement Accounts
    Retirement Industry Council Convenes to Focus on Protection of Retirement Accounts

    FS-ISAC AND SPARK Institute partner to focus on protecting 401(k) firms, mutual and pension funds

    The Financial Services Information Sharing and Analysis Center (FS-ISAC), in partnership with the SPARK Institute, today announced the creation of the Retirement Industry Council (RIC) to help promote voluntary information sharing and threat intelligence to members within the retirement industry that administer plans like 401(k), individual retirement accounts and pension funds.
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  • Abrupt Interest Rate Hikes Could Pose Challenges to Life Insurers
    Abrupt Interest Rate Hikes Could Pose Challenges to Life Insurers

    The yield curve continues to flatten

    How the U.S. Federal Reserve (Fed) proceeds on interest rate hikes remains critical to the U.S. life/annuity (L/A) insurance industry.
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  • The State of Employee Benefits
    The State of Employee Benefits

    What they value, what satisfies them; Perspective on the burden of healthcare

    Over the last 20 years, the Employee Benefit Research Institute (EBRI) and Greenwald & Associates have surveyed employees to understand what types of benefits they value; how satisfied they are with those benefits; and their perspectives on health benefits, health care, and the future of employee benefits.
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  • How to Hire Top Candidates with Storytelling
    How to Hire Top Candidates with Storytelling

    Humans, it seems, are hard-wired to hear your story

    by Henry DeVries

    A tough challenge for many executives is convincing top talent to join their company. A second challenge is training newcomers to understand the company’s core values. To become better at hiring and training, it pays to know how humans are hardwired for stories.
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  • Former FBI Director James Comey to Keynote LIMRA 2018 Annual Conference
    Former FBI Director James Comey to Keynote LIMRA 2018 Annual Conference
    LIMRA announced today that former Federal Bureau of Investigation (FBI) director James Comey will deliver the keynote speech at the 2018 LIMRA Annual Conference, which will be held Oct. 28-30, 2018, in New York City.
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  • Women Have Fundamentally Different Journeys to Financial Wellness
    Women Have Fundamentally Different Journeys to Financial Wellness

    Study: Confident... in all but investing

    A new Merrill Lynch study conducted in partnership with Age Wave, “Women and Financial Wellness: Beyond the Bottom Line,” celebrates the progress made by women while examining the financial challenges women still face throughout their lives, and offers potential solutions.
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  • Cyber Is Growing Into the Risk That ‘Connects Them All’
    Cyber Is Growing Into the Risk That ‘Connects Them All’

    The European Union’s (EU) General Data Protection Regulation (GDPR) is a law coming into force

    In a meeting at the Risk and Insurance Management Society, Inc.’s (RIMS) conference in San Antonio, TX, a panel of insurance and risk management executives said more insureds are becoming aware and asking for broader coverage of the many forms of loss that can be triggered when an organization’s network is compromised.
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  • Aging In Place
    Aging In Place

    How to grow old in your own home

    When Marguerite Sullivan's spouse passed away, the 78-year-old had no interest in moving. She’s healthy, has many friends, and her 2 sons live nearby. Plus, she’s a confident driver and gets herself to doctor’s appointments and the grocery store.
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  • MDRT Study Finds Consumer Confusion about Tax Reform
    MDRT Study Finds Consumer Confusion about Tax Reform

    Thirty-nine percent of consumers misunderstand implications, 72 percent with financial advisors will seek guidance from their advisors for 2018 strategies

    A recent study conducted by the Million Dollar Round Table (MDRT) finds many Americans are confused by the implications of recent tax regulation.
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  • How Do You Reach the 19 Million ‘Stuck Shoppers’?
    How Do You Reach the 19 Million ‘Stuck Shoppers’?

    Simplified underwriting is one way life insurers can reconnect with reluctant buyers

    LIMRA research shows there are about 19 million “stuck shoppers” - potential life insurance buyers who start the process but never finish. To help combat this issue, many companies are implementing simplified underwriting processes to lower costs and improve customers’ buying experience.
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  • CFP Board and NAPFA: Working Together for the Financial Planning Profession
    CFP Board and NAPFA: Working Together for the Financial Planning Profession

    Agreement between two organizations strengthens efforts to raise awareness of CFP® certification

    Certified Financial Planner Board of Standards (CFP Board), and the National Association of Personal Financial Advisors (NAPFA), have agreed to work together to advance the financial planning profession for the benefit of the public's financial well-being.
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  • Almost One in Four Advisors Switched Firms in the Past Five Years, with Movers Experiencing Nearly Unanimous Satisfaction
    Almost One in Four Advisors Switched Firms in the Past Five Years, with Movers Experiencing Nearly Unanimous Satisfaction

    Movement to independent channels and team movement trends upward, as does peer influence

    Fidelity Clearing & Custody Solutions®, the division of Fidelity Investments that provides clearing and custody to registered investment advisors (RIAs), broker-dealer firms, family offices, retirement recordkeepers and banks, today released the findings of its latest Advisor Movement Study.
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