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  • Rethinking Life In Retirement
    Rethinking Life In Retirement

    Nearly seven in 10 investors say they may continue working in retirement

    Turbulent market conditions and rampant inflation have forced investors to consider working after their retirement, according to Nationwide’s eighth annual Advisor Authority survey, powered by the Nationwide Retirement Institute. Over two-thirds (69%) of non-retired investors may work or may continue working after they retire, and more than two-fifths of these investors (44%) say they’ll have…
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  • Affluent Investors Show Strain Of Inflation, Market Volatility With Dramatic Decline In Financial Confidence
    Affluent Investors Show Strain Of Inflation, Market Volatility With Dramatic Decline In Financial Confidence

    Opportunities arise for financial advice providers as investors manage more assets independently

    A new Cogent Syndicated report from Escalent shows even affluent investors (those with $100,000 or more in investable assets) are feeling the strains of inflation with a 20 percent point decrease in financial confidence from 2021. Just four in ten affluent investors (41%) rate their current financial situation as “very good” or “excellent,” down from…
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  • 2022 U.S. Retail Annuity Sales Shatter Annual Sales Records Set In 2008
    2022 U.S. Retail Annuity Sales Shatter Annual Sales Records Set In 2008

    Consumers seeking investment protection coupled with growth opportunity drive unprecedented sales

    Propelled by record-high fixed annuity sales, total annuity sales surged to $310.6 billion in 2022, a 22% increase from 2021 results and 17% higher than the record set in 2008, according to preliminary results from LIMRA’s U.S. Individual Annuity Sales Survey.
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  • About One Out Of Four Institutional Asset Owners Will Leverage OCIO Services In The Next 24 Months
    About One Out Of Four Institutional Asset Owners Will Leverage OCIO Services In The Next 24 Months

    OCIO growth from adoption continues to be an important aspect of institutional asset management and will likely continue in the long term

    The outsourced chief investment officer (OCIO) market is strong, with significant new opportunities for mandate wins and expansion in services from new or existing clients. About one out of four asset owners polled by Cerulli expect to use an OCIO in some capacity over the next 24 months, according to Cerulli’s new research, U.S. Outsourced…
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  • Tips For Better Data Privacy
    Tips For Better Data Privacy

    How can consumers and businesses guard against losing important information to cyber thieves?

    The possibility of a cyberattack by a foreign country has gone from being the stuff of science fiction to a common threat that is often reported in the news. While it may seem like there is nothing an individual can do to stop a cyberattack, there are some best practices that consumers and businesses can…
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  • Key Tax Moves For 2023
    Key Tax Moves For 2023

    How your clients can reduce taxes on income and investments

    As we turn to 2023, there are plenty of uncertainties. Will the Fed engineer a soft landing for the economy? Will inflation slow? Will the stock market revive? Will interest rates come down? During uncertain times like now, it's valuable to focus on things we can control—taxes, for example. While you generally can't avoid taxes,…
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  • The State Of The Retirement Industry
    The State Of The Retirement Industry

    Vastly different inflation expectations found among plan sponsors and financial advisors in 2023[1]

    In an effort to provide valuable insights to the retirement industry, Ubiquity Retirement + Savings® (Ubiquity), conducted its independent inaugural "State of the Industry" survey which revealed concerns around the economy and its impact on the performance of 401(k) plans in 2023.
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  • Calculating Your Legacy
    Calculating Your Legacy

    Tax season is the best time to think about your future … and what comes after

    Tax season is as good time as any to take stock of your financial situation, and that includes thinking about what will happen to your money after you’re gone.
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  • Employers Achieve Lower Costs And Improve Health Engagement With Integrated Benefits
    Employers Achieve Lower Costs And Improve Health Engagement With Integrated Benefits

    Aon’s Cost Efficiency Measurement shows integration of medical, pharmacy and behavioral health benefits reduced total care costs by $148 per member per year

    A study released today by Cigna (NYSE: CI), a global health service company, finds that triple integration of medical, pharmacy and behavioral benefits resulted in lower health care costs for employers. Conducted by Aon plc, a leading global professional services firm, the Value of Integration Study shows that Cigna’s integrated employer clients saved $148 per…
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  • 2023: The Year Of The Side Hustle?
    2023: The Year Of The Side Hustle?

    73% of U.S. workers plan to freelance this year

    Fiverr International Ltd., the company that is revolutionizing how the world works together, has revealed new data showing how U.S. workers feel about an uncertain economy and how they plan to reinforce or supplement their income for a recession.
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