While already underway prior to the COVID-19 pandemic, many life insurance policies are now underwritten through “simplified” or “streamlined” processes, which are less reliant on
- Bobby L. Hickman
Brokers Weigh Going Independent
Brokers who had recently delayed plans to break away from the large wirehouses and go independent are again exploring alternatives paths to go into business for themselves as the
- Amy Armstrong
Risk Mitigation Comes First
Don’t dream about a mega-return that may quickly realize your financial goals. Rather, steady your focus on the negative. Analyze and think about how your investment dollars could
-
Mar 19, 12:17 pm
Awareness of Simplified Underwriting Increases Likelihood to Buy Life Insurance
-
Mar 03, 09:36 am
Brokers Weigh Going Independent
-
Mar 02, 17:37 pm
Risk Mitigation Comes First
- Donald A. Steinbrugge, CFA
Top 10 Trends in the Hedge Fund Industry for 2021
Top Hedge Fund Industry Trends for 2021
- Bobby L. Hickman
SPACs, Direct Listings Challenge Traditional IPOs
Traditional IPOs – already facing tough competition from special purpose acquisition companies – are expected to encounter further challenges in 2021 as new rules for direct listings
- Amy Armstrong
Schwab-Ameritrade Merger Creates Discount Trading Giant
As anticipated, the Charles Schwab and TD Ameritrade merger completed early in November 2020 – or at least the paperwork and the regulatory nod making
Driven by strong growth in whole life and term products, total individual life insurance new annualized premium increased 2% and the number of policies sold jumped
Continued market volatility and general uncertainty prompted investors to seek protection.
- Advisors Staff
Warning to Retail Investors
Many investment decisions made by retail investors during the pandemic have been for ‘emotional comfort’ and will cost them dearly
- Joe Innace
The Pandemic, Politics and Markets
While the pandemic-induced investor panic of March 2020 has largely subsided given a rebound in stock markets, some financial advisors maintain that clients’ anxieties are now focused on something else: political uncertainty.
- Bob Kaye CFS®, CLU®
Why You Should Know The ABCs Of Investing Before You Start
Financial literacy in America has long been lacking, spanning the generations. It’s well-documented the problem begins with a lack of education on personal finance in youth and
Do retail investors move markets? Did an influx of funds from retail investors drive the recent stock market rebound?
While the debate continues over how big a role private investment played in the recovery, San Francisco-based lender Stilt, Inc., has added its own analysis indicating a direct correlation between investments through the Robinhood app and the spring 2020 rebound of the S&P 500.
- Donald A. Steinbrugge, CFA
Hedge Fund’s Mid-Year Trends and Strategies Currently In Demand
The hedge fund industry is dynamic, comprising numerous strategies that attract varying degrees of interest over time. Demand for each strategy is impacted by many
Broker dealers pivot quickly to protection-based solutions
Total annuity sales were $48.6 billion in the second quarter, down 24% from second quarter 2019, according to final results from the Secure Retirement Institute® (SRI®) U.S. Individual Annuity Sales Survey.
“The global pandemic presented unique challenges to annuity distribution in the second quarter. Aside from the economic impact, social distancing
Follow Us
Related Articles
-
Finance
-
Eurohold A Dynamic Financial Consulting Firm
Steering his firm through the troubled waters of recent economic turbulences.
-
The Economic Forecast: Uncertainty
The impact of the current recession has made Americans pessimistic about the future of this...
-
A Wall Street Tale
Reporting from the floor of the New York Stock Exchange, Maria Bartiromo, anchor of CNBC’s...
-
JCPenney Sees December Sales Jump
JCPenney Company Inc. saw a jump in sales during the Christmas holiday shopping season.
-
Quantitative Easing What is it? What is its effect?
When the Fed buys bonds, it pours money into the U.S. banking system. It doesn’t actually print...
-
Eurohold A Dynamic Financial Consulting Firm