- When Vision And Value Collide
As financial services firms try to build the firm of the future, skepticism persists
Financial services firms are trying to build the firm of the future, but their lack of progress is stoking deep skepticism among investors, according to Oliver Wyman’s annual State of the Financial Services Industry report.
read more - 2020 Outlook: Moderate Global Returns Amid Slow, But ‘Good Enough,’ Global Growth
Moderation, not fear, will guide investors
Northern Trust, a leading global asset manager with US $1.2 trillion in assets under management, believes moderation, not fear, will be rewarded in 2020.
read more - Moody’s – Global Life Insurance Outlook is Stable as Insurers Adapt to Low Interest Rates
Moody's outlook for the global life insurance sector in 2020 is stable
The outlook for the global life insurance sector is stable, reflecting insurers' solid regulatory capital and relatively conservative investment portfolios, and their efforts to adapt their products to a low interest rate environment, Moody's Investors Service said in a report published today.
read more - 2020 Distribution Conference Pairs Great Keynotes with Opportunity to Network with Industry Peers
LIMRA: What will future customers expect from us?
LIMRA today announced three dynamic speakers to talk about what future customers will expect, what diversity and inclusion looks like and how technology will change customer expectations at the upcoming Distribution Conference. The event will be held in Tampa, Florida, from Feb. 25 to Feb. 27.
read more - Many Americans Have Nowhere to Turn for Trusted Personal Finance Guidance
Vital to have access to financial guidance 'when you are young'
When Americans need help with their finances, where do they turn? Recently the National Financial Educators Council (NFEC) sought to find out who people turn to when they need financial guidance from someone they trust. In a one-question survey, 1,038 people across the US were asked, "When you have a financial question, who do you…
read more - In Search Of Diversification, Yield and Return
J.P. Morgan releases 2020 alternatives outlook to help Clients identify alternative investments
J.P. Morgan Asset Management today released its second annual Global Alternatives Outlook, providing a 12-18-month outlook across key alternative asset classes and highlighting the views of the CEOs, CIOs and strategists from the firm's 15 distinct alternatives investment engines.
read more - Recruit, Retain: Upskill & ReSkill
Nationwide announces a five-year, $160M Future of Work investment
In a rapidly-changing business environment and competitive job market, businesses are looking to attract and retain talent to help them deliver on their mission, and workers are looking for a company that is values-based and values them. Workers are also seeking employers who will partner with them in preparing for their futures.
read more - 40% of Older Americans Rely Solely on Social Security for Retirement Income
Only 7% of Retirees Have Ideal Situation of Income from Three Sources: Social Security, Pension & Savings
Only a small percentage of older Americans, seven percent, receive income from Social Security, a defined benefit pension, and a defined contribution account. Retirement income from these three sources is widely considered to be the ideal situation to ensure retirement security, particularly for the middle class. Retirees with these three sources of income are far…
read more - Institutional Investors Identify Aging Population as Top Trend Affecting Global Investment
How investors are allocating capital across markets and asset classes to capture 'very long-term trends'
When asked to select the most compelling trends driving global economies and the consequent investment landscape over the next 30 years, institutional investors overwhelmingly cited an aging population as the most significant trend with nearly eight in ten (78%) selecting the demographic shift, according to a new poll.
read more - Poll: Economic Optimism Holding Strong to Kick Off 2020
Financial Stress Index hits record low and National Outlook Index gets a boost while Presidential Leadership Index yields mixed results
The IBD/TIPP Economic Optimism Index, a leading national poll on consumer confidence, continued to reflect positivity in January, rising 0.7% to 57.4.
read more
