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?

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.

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.

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.

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.

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.

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.

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.

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.

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.