Americans Would Rather Talk About Sex or Death Than Retirement
A study from Northwestern Mutual found that more than two in five Americans have not spoken to anyone about their retirement.
Social Security and Tax Planning: The Advisor Opportunity
Neither process is fun, but relieving the confusion and frustration surrounding the Social Security planning and claiming process represents a major business-building opportunity for advisors.
Pre-Retirees Choosing to Work Longer
While the average retiree stopped working at 59, those yet to retire say they want to work until 68, Northwestern Mutual found.
‘If You Don’t Have a Social Presence, You Don’t Count’
Chris Andrew of Northwestern Mutual and Karen Kehr of Ameriprise have some words of wisdom on advisors' social media use.
Top 25 Indie BDs by Annual Revenue
All 58 presidents in Investment Advisor's 2014 BD Reference Guide poll said they believed in the viability of the IBD model.
Americans Worry About Finances, but Just 1 in 3 Work With Advisor
Northwestern Mutual poll finds 66% of individuals lack a financial plan, though many recognize its value.
Gen Y Prices ‘American Dream’ at $3 Million
In a survey released by The Principal, almost half of respondents haven’t calculated a savings goal or even set an arbitrary one.
How to Convert Social Media Conversations Into Sales
A Northwestern Mutual rep's story provides insights into using social media to deliver "soft openings" to prospects and to create a stream of referrals.
New Hire Roundup: American College Names Linda Need Board Chairwoman
Also this week, Hy Saporta was named COO of Steward Partners Global Advisory, and a former top Boehner staffer joined the Bipartisan Policy Center.
Bank Customer Satisfaction Returns to Prerecession Levels
Customers are happier with their banks despite higher fees, the American Customer Satisfaction Index says. Satisfaction with health insurers rose, too.