Annual review of client needs only makes sense
The start of a new year is always a good time for people to review their financial situation, including their life insurance coverage. According to ... Read more
Retirement Planning
Advisors overly optimistic they will continue to manage client assets for multiple generations
NEW YORK CITY –While many advisor-client relationships weaken with each passing generation, overall, a vast majority of advisors believe they will continue to manage at ... Read more
Americans unwilling to pay a realistic amount for professional advice
Six in 10 Americans would prefer to pay a flat fee when buying life insurance, according to new LIMRA research. About one quarter of Americans ... Read more
It’s time to move aging/longevity to the political main stage
Ready or not, an “age wave” is coming that could make or break our nation. Two-thirds of all the people who have ever lived past ... Read more
Americans yet to embrace robo-advice as new data shows advisors highly valued but underutilized
MILWAUKEE – According to new findings released July 18 fromNorthwestern Mutual’s 2016 Planning & Progress Study, the established value of human advice in financial planning ... Read more
IBM’s Watson to show off its financial decision-making prowess next week in Boston
Financial services firms face some of the most complex information challenges in business today. The amount of information available to support decision-making is staggering. Reuters ... Read more
Financial goals and milestones of Millennials not backed by action, new study finds
PARK RIDGE, Ill. — While Millennials (adults ages 18-34) want to achieve many of the same traditional life milestones as their older counterparts, they are ... Read more
IRI honors 4 with its 2016 Marketing Innovation Award
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) has honored Transamerica President and CEO Mark Mullin, Sammons Retirement Solutions Inc., Lincoln Financial Distributors and Federated ... Read more
Military Veterans are twice as likely to use a financial advisor, Northwestern Mutual survey affirms
MILWAUKEE – This Veterans Day Northwestern Mutual is celebrating the accomplishments of military veterans, both for their service to their country and to their own ... Read more
Even with low consumer awareness, ‘robo-advisor’ potential remains high
A new LIMRA study shows 81% of consumers are still unfamiliar with the automated investment platforms, better known as “robo-advisors.” Despite current low awareness, the ... Read more
