Advisor Today Blog

Advancing Financial Literacy

In recognition of National Financial Literacy Month, the American Savings Education Council recently hosted a Partners’ Meeting in Washington, D.C. The meeting featured presentations by several financial literacy experts, researchers and thought leaders, including Irene Skricki with the Consumer Financial Protection Bureau, and Andrea Hasler with the Global Financial Literacy Excellence Center. In her presentation, Skricki discussed the bureau’s work ...

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May is Disability Insurance Awareness Month!

In a few days, we will be taking part in Disability Insurance Awareness Month (DIAM), the marketing campaign Life Happens created and coordinates each year to spread the word about DI insurance and its role in protecting the financial assets of American consumers. Use this campaign to talk to your clients about the importance of DI insurance and help them ...

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NAIFA Announces Nominees for Leadership Positions

Nominees for Secretary and the Board of Trustees to stand for election at NAIFA’s Performance+Purpose Conference this September in San Antonio The National Association of Insurance and Financial Advisors’ Committee on Governance has nominated Thomas O. Michel, LACP, of Michel Financial Group in Los Angeles for the position of 2018-2019 NAIFA Secretary. The Committee has also nominated five members to ...

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NAIFA, ITN Productions to collaborate on news-style program

Online program to showcase advisors’ role in reducing risks, protecting assets FALLS CHURCH, Va., April 12, 2018 – In a unique communications partnership, the National Association of Insurance and Financial Advisors (NAIFA) and international award-winning ITN Productions will produce a news and current affairs-style program investigating the essential role of financial advisors in helping individuals, families and businesses navigate complex ...

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GenX’s Questionable Retirement Readiness

With Baby Boomers embracing a new frugality and Millennials making a strong start in their preparations for retirement, members of Generation X continue to struggle with debt and the effect it’s having on their long-term planning. This is according to the Generations Ahead Study from Allianz Life Insurance Company of North America. Total nonmortgage (credit card and student loan) debt ...

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April is National Financial Literacy Month

April is National Financial Literacy Month–the perfect time for you to explain to your clients the importance of establishing and maintaining healthy financial habits. Doing so will help them manage their finances more effectively, and hopefully, save enough money to buy your products and services. In March 2004, the U.S. Senate passed Resolution 316 that officially recognized April as National ...

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The Financial Dreams and Worries of Americans

Building bigger emergency funds continues to grow in importance as the top goal of Americans, while health care has overtaken Social Security as the top consumer concern, with more Americans reporting health issues and thinking about how to save for health care. This is according to two research reports by Hearts & Wallets, the source for retail investor data and insights. The ...

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Policy Owners’ Interest in Online Service Grows

LIMRA’s research finds that 37 percent of policy owners went online for service in 2017, 23 percent higher than in 2014. The study also finds that 74 percent of policy owners said they would go online for service in the future, twice as likely as in 2017. While more policy owners are interested in going online to get help with ...

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The Investing Identity of Ultra-Wealthy Millennials

OppenheimerFunds and Campden Research, a division of Campden Wealth, recently published “Coming of Age,” a study that examines the investing identity of the next generation of wealthy families in North America. The report analyzes responses from Millennials who are wealth creators or the next generation of ultra-high-net worth (UHNW) families. It focused on three main topics: investment acumen, investment behavior ...

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Sustainable Investing on the Rise

A Schroders survey of over 22,000 investors across 30 countries has found that sustainable investing is on the rise across the globe. Globally, investors see sustainable investing as a way to drive not only societal, social and environmental change, but also profit. Schroders is an asset-manager operating from 41 offices across Europe, the Americas, Asia, Africa and the Middle East. ...

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