Behavioral-finance studies reveal that people who are confused put off making decisions. LIMRA's research has shown that this is particularly true for people shopping for life insurance. To give you an idea of how important effective communication is, consider a LIMRA/Maddock Douglas report that found there are 19 million "stuck"…
Insurance executives appear to be taking innovation more seriously, Ernst & Young's 2015 Retail Life Insurance and Annuity Executive Survey suggests. The areas where focusing on innovation could pay off include telematics and sales and service, Ernst & Young's Doug French says. InsuranceNewsNet online (1/21)
Take advantage of instant savings and upgrade your technology with a new Lenovo device. Through the NAIFA Member Savings Program, you get ongoing discounts of up to 30%, free shipping on all Web orders, and more. Through the end of January, save up to 44% off select Lenovo laptops and…
It's that time of the year. Tax matters will likely be a bit more vexing this year in light of recent tax law changes by Congress. Andrew Rice of Money Management Services walks through some key issues. ThinkAdvisor (1/20)
It's that time of the year. Tax matters will likely be a bit more vexing this year in light of recent tax law changes by Congress. Andrew Rice of Money Management Services walks through some key issues. ThinkAdvisor (1/20)
Research suggests that millennials are in tough shape financially. For advisers, this raises a big question, writes Bob Clark. "[H]ow are independent advisors going to replace their aging Baby Boomer clients, who have reached the 'decumulation' stage of their lives?" he writes. ThinkAdvisor (1/20)
The Labor Department is close to sending the final version of a proposed fiduciary rule for financial professionals to the White House Office of Management and Budget, people familiar with the matter said. The final draft is expected to be completed at the end of this month or in early…
Questions abound about the government's decision to eliminate two popular Social Security claiming strategies, but the Social Security Administration hasn't yet produced an official guidance, Mary Beth Franklin writes. InvestmentNews (1/19)
The end of the "file-and-suspend" and "restricted application" Social Security strategies looms large for many retirement savers and increases the importance of working with a financial professional, experts say. A study by Voya found that people who get independent professional advice are more than twice as likely to have determined…
The Preqin All-Strategies Hedge Fund benchmark grew just 2.02% last year, its lowest annual return since 2011, when the benchmark sank 1.77%. The industry "has been exposed to much of the financial turmoil of 2015," said Amy Bensted of Preqin. Hedgeweek (London) (1/18)
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