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  • How Should Investors Navigate the Post-election Market and New Economic Landscape in 2017? How Should Investors Navigate the Post-election Market and New Economic Landscape in 2017?

    Opportunities in U.S. equities, the global rate and credit outlook, and the future of the oil market

    As investors look ahead to 2017 and try to determine the best opportunities for growth in their portfolios, there are many considerations to take into account in the postelection era. read more
  • Demand for Aspiring Finance Leaders to Go Beyond Number Counting as Traditional Path to Leadership Demand for Aspiring Finance Leaders to Go Beyond Number Counting as Traditional Path to Leadership

    Role of Traditional CFO Blurring

    The chief financial officer (CFO) of the future will change according to an EY global survey of 769 finance leaders. read more
  • Public Pension Plans’ Funded Status Improves in Q3 Public Pension Plans’ Funded Status Improves in Q3

    Return on assets sees funded ratio rise

    Milliman, Inc., a premier global consulting and actuarial firm, today released the third quarter results of its Public Pension Funding Index, which consists of the nation's 100 largest public defined benefit pension plans. read more
  • Why Your Last Hire Failed Why Your Last Hire Failed

    CFOs Cite 'Mismatched Skill Set' as Leading Cause

    Recent research from Robert Half Finance & Accounting reflects a continuing trend: Aside from poor performance, failed hires are a result of a mismatched skill set. read more
  • Data’s Long-Term Advantage Data’s Long-Term Advantage

    How smart can insurance get?

    by John Johansen

    For insurers and technology partners, this is a fun question to ponder. Perhaps an even broader question might be, “What is smart insurance?” read more
  • Pre-Retirees Emphasize Legacy Building Over Wealth Accumulation Pre-Retirees Emphasize Legacy Building Over Wealth Accumulation

    The changing risk profile between generations

    Many Americans in their fifties and sixties have a unique outlook on life, particularly when it comes to financial management and insurance, according to a new white paper from Chubb. read more
  • Sixty-Nine Percent of Black Friday Shoppers Gave Up Sixty-Nine Percent of Black Friday Shoppers Gave Up

    Analysis of e-commerce sites on Black Friday shows mixed results

    Black Friday is about great offers but often great frustration for shoppers. Start-up Formisimo reveals how online shoppers get frustrated and abandon websites completely, and they've crunched data on Black Friday to show how different it is from a normal shopping day. read more
  • Affluent Investors Regaining Trust in Financial Advisors Affluent Investors Regaining Trust in Financial Advisors

    Ranking Them Near Primary Care Physicians in Trust and More Trustworthy Than Attorneys and Accountants

    A new Spectrem Group study reveals rising satisfaction among affluent investors with their financial advisors, although it remains lower than before the Great Recession. read more
  • What’s Driving Older Affluent Investors to Blend Online Resources and Paid Financial Professionals? What’s Driving Older Affluent Investors to Blend Online Resources and Paid Financial Professionals?

    New Research Reveals What’s Worth Paying For as Both Live and Digital Use Grows

    As affluent older Americans increase use of both digital and live resources, their need to blend is driven by a lack of confidence in any single source, but they do find certain financial services offerings worth paying for, according to new research by Hearts & Wallets, the source for retail investor data and insights. read more
  • Millennials’ Impact on Benefits Millennials’ Impact on Benefits

    Generation Y and its 75 million set to make their mark on workplace

    Human resource professionals can strengthen employee recruitment and retention by reimagining workplace benefits through the lens of millennials, according to a new white paper released today by Colonial Life. read more
  • Blockchain in Insurance: Promise for the Future Blockchain in Insurance: Promise for the Future

    Changing the way business is conducted

    by Mark Breading

    Blockchain is a revolutionary technology that could fundamentally change the way business is conducted and result in the restructuring of major industries. At least that is the view of some prognosticators. read more
  • Can A $2 Water Bottle Generate Life Insurance Leads? Can A $2 Water Bottle Generate Life Insurance Leads?

    An easy, business-to-consumer application of a time-tested strategy

    by Jeremiah Desmarais

    Here’s a simple strategy anyone can use to build leads within a morning. You may have to step a bit out of your comfort zone for it, but there is really no cheaper way to generate life insurance leads I’ve ever heard of. read more
  • Selling Your Business: Consider This Good News Selling Your Business: Consider This Good News

    Experts Say Investment Firms Sitting on Trillions of Dollars

    According to a recent article in the Dallas Business Journal, quoting industry experts, "There is $1.3 trillion in capital ready to be invested by private equity firms as these booming investors are now attracting big money from foreign countries…" read more