How to Lose Clients and Alienate People on Social Media
An online connection is not a relationship. In fact, advisors who use social media indiscriminately may alienate clients, a report from The American College warns.
The 2013 Broker-Dealer Reference Guide
Raging bulls, skyrocketing energy production, baby boomer retirement—for such a seemingly volatile industry, in the past year, surprisingly little has changed.
Half of Consumers Can Afford to Live to 75: Northwestern Mutual
Findings released from Northwestern Mutual’s 2013 Planning and Progress study show 56% of respondents said they felt financially prepared to live to age 75.
Consumers Looking Long Term but Not Taking Action
Consumers are prioritizing long-term planning over short-term financial concerns, a study released Tuesday by Northwestern Mutual found.
Mobile Technology ‘Distracting’ From Long-Term Planning: Northwestern
Respondents across all generational cohorts are increasingly distracted by technology.
Time Not on Our Side, Americans Say
Nearly a quarter of Americans say their biggest obstacle in planning for retirement is that they don’t have enough time, according to a study by Northwestern Mutual.
Northwestern Mutual to Hire 5,500 This Year
This goal comes on the heels of the life insurance firm’s 2012 recruiting of 5,000 financial professionals.
Americans Lagging in LTC Planning
A Northwestern Mutual study found that a third of Americans haven’t factored their long-term care needs into their retirement planning.
Top Portfolio Products: Vanguard Switches Indexes to Cut Costs
New products introduced over the last week include a new annuity from Northwestern Mutual, a fresh fund from Hatteras and a CRM update from Schwab.
Recruiting Activity Gathering Steam As FAs Embrace Wide Range of Options
Many brokers continued to move between the wirehouses in the late summer and early fall.