Strategic Investment Mixology – Developing The “Holy Grail” Portfolio

So what do you or your investment manager have in common with your favorite neighborhood bartender, other than the probability that you spend more time with the latter during market corrections?

Industry First: TD Ameritrade Enables Investors to Instantly Fund Brokerage Accounts Using Apple Pay

TD Ameritrade announced an industry first today: the ability for individual investors to instantly fund a brokerage account with Apple Pay through Apple Business Chat in the Messages app on iPhone and iPad. Historically, to fund brokerage accounts, investors have had to endure a multi-day waiting period while funds were verified or manage a complicated wire transfer.

Study Shows Great Customer Experiences Are Rewarded by Main Street and Wall Street

Watermark Consulting has released its latest cross-industry Customer Experience (CX) ROI Study, along with several sector-specific editions focused on the Airline, Insurance and Wealth & Asset Management industries.

Is It a Man’s World When It Comes to Retirement Readiness for Gen-X?

Measuring retirement security — or retirement income adequacy — is an extremely important topic. In recent years, there has been an increasing emphasis on the retirement income adequacy of widows and single women.

In the Midst of the Government Shutdown, Economic Optimism Dips Slightly

The IBD/TIPP Economic Optimism Index, a leading national poll on consumer confidence, dipped by just 0.6 percent in January as the U.S. government continues the longest shutdown on record.

New JPMorgan Chase Institute Research Explores Hedge Fund Trading During the Swiss Franc Floor Period

On the fourth anniversary of the Swiss National Bank’s (SNB) removal of the Swiss Franc (CHF) floor, the JPMorgan Chase Institute released a new study further exploring the trading behavior of hedge funds during the SNB’s Minimum Exchange Rate policy period.

NAFA Announces 2019 Board of Directors

The general membership of NAFA, the National Association for Fixed Annuities, unanimously approved the slate of candidates presented for the 2019 board of directors at the association’s annual meeting held recently in Nashville, Tenn.

Customer Service: There Are None So Blind…

I’m sitting in the second row of the big conference room listening to the keynote speaker at a corporate event. Every few minutes the speaker raises his hand and asks the audience if they’ve experienced whatever it is that he’s talking about.

Fear Factor: Worrying about Financial Wellness

An earthquake or tornado destroys your neighborhood … terrorists attack your community… burglars or thugs invade your home … The news is full of scary events that cause us to worry and fear for our well-being.

Stalled Sales?

If you are struggling with sluggish sales, there are two critical areas you must review to address the situation. The first is determining if the slowdown is due to changes in your target market. The second is determining if your sales and promotional approaches are ineffective.