What Social Media Can Teach Retirement Marketers
Target marketers, the word "retirement" is a buzzkill. That's what sociologists at research startup MotivIndex concluded after studying Facebook threads, Instagram feeds, and LinkedIn posts.
Insurance U. Becomes Retirement U.
Conceived by Solomon Huebner (pictured in the 1950s) to give life insurance salesmen a professional gloss, The American College has, with money from New York Life, become Retirement Income U. Its RICP designation has 2,000 grads and another 8,000 enrollees.
Advisors: How to Outsmart the Smartphone
The shorthand message to registered investment advisors at the Technology Tools for Today (T3) conference in chilly Fort Lauderdale this week: Don't end up as a Yellow Cab in an Uber world.
Legal Defenses
Will the financial services industry sue the Department of Labor if it doesn't like the final wording of the fiduciary rule? And if it does, what happens next? Four attorneys--Bruce Ashton, Mercer Bullard, Tom Clark, and Steve Saxon, share their views.
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Mobile Imperative Drives TIAA Re-Branding
“We approached the design challenge as if the only interface we had was the mobile phone, and then we worked back to design the other channels,” said Ed Moslander, head of TIAA institutional relationship management.
Genworth’s “Medically Underwritten” SPIA Offers Higher Payouts
People ages 70 to 95 who are about to enter care can receive monthly payments that are 20% to 50% higher than payments from a comparable conventional life-contingent single premium immediate annuity, according to Genworth's Kristi McGivern.
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Legal Defenses
Will the financial services industry sue the Department of Labor if it doesn't like the final wording of the fiduciary rule? And if it does, what happens next? Four attorneys--Bruce Ashton, Mercer Bullard, Tom Clark, and Steve Saxon, share their views.
Decline in tax withholdings bodes ill for economy: TrimTabs
Withholdings fell 0.2% year-over-year in real terms in the past four weeks ended Thursday, February 18, TrimTabs found. This decline compares with growth of 2.0% year-over-year in December and 3.0% year-over-year in January.
