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Management lessons learned from HealthCare.gov launch

The embarrassing and problematic launch of HealthCare.gov is nothing short of incomprehensible in our well-established technology driven world of commerce. How could it be that the U.S. government could not put up a functioning website to support applications and enrollment...

source: By Mike Wokasch
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Baby boomers could be in for a shock. Although they're the age group closest to retirement, according to a study of 401(k) participants by Natixis Global Asset Management, 33 percent of them have put away less than $50,000 for the big day, even though they said they'll...

source: Credit Union Times

Society President James B. Lammers, CFP, CLU, ChFC, congratulates the winners in the 2013-2014 Excellence in Chapter Achievement program, the goal of which is to bring more professionals into the Society and extend educational and networking...

source: FSP

Most financial advisors are looking for new clients and, perhaps obviously, finding them through referrals would be ideal. But referrals are unlikely to produce an army of young clients. Several younger advisors have found innovative ways to reach out to Gen Y prospects,...

source: On Wall Street

The retirement income market is projected to grow to $12.9 trillion by 2020, new research shows. Hearts & Wallets unveils this finding in its "2014 Retirement Income Competitive Landscape Survey." One half of the report is...

source: LifeHealthPro

As the nation's 76 million baby boomers retire and live longer, advisors can expect to encounter more clients with memory and cognitive problems. Given the legal issues that could arise from working with cognitively impaired clients, it's important that advisors are aware...

source: Financial Planning

Advisors often spend a considerable amount of time with clients explaining how Social Security spousal benefits work. But in many cases, survivor benefits can have just as much of an impact as spousal benefits. Survivor benefits are calculated in two phases: The first phase...

source: WealthManagement.com


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