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  • Independent Advisors Expect Continued Growth Over The Next Five Years And Most See It Coming From New-To-Firm Clients
    Independent Advisors Expect Continued Growth Over The Next Five Years And Most See It Coming From New-To-Firm Clients

    Over half of advisors think investment personalization will increase, especially among Millennial clients

    Continued growth lies ahead for the independent advice industry according to registered investment advisors (RIAs) surveyed in Schwab Advisor Services’ latest Independent Advisor Outlook Study (IAOS). Nearly all firms (93%) expect growth will continue over the next five years, with a projected uptick of 17% in terms of the average net new assets expected per…
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  • Businesses Are Doubling Down On Automation To Balance Against The Global Labor Shortage
    Businesses Are Doubling Down On Automation To Balance Against The Global Labor Shortage

    85% of U.S. business executives believe automation will help them retain employees and hire new talent amid The Great Resignation

    A survey commissioned by UiPath, Inc. (NYSE: PATH), a leading enterprise automation software company, found that 62% of executives at large U.S. companies are struggling with the current labor shortage. As a result, 78% of them are likely to invest or increase their investment in automation to manage through the impact of higher-than-normal turnover rates.
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  • Eight Questions Business Owners Should Ask In 2022
    Eight Questions Business Owners Should Ask In 2022

    There’ve been lots of disruptions over the past two years. Workplace trends expert Rick Grimaldi says you should do a quick new year’s audit to see if your company is keeping up

    For business owners, the past couple of years have been incredibly stressful and chaotic. If you’re like many, you’ve been on autopilot and in survival mode. In fact, you’ve been so busy trying to keep the doors open that you haven’t had a moment to pause and ask yourself, Does what we’re doing make sense…
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  • Insurance Distribution: The Shape of Things to Come
    Insurance Distribution: The Shape of Things to Come

    Life insurance leaders to gather at LIMRA’s 2022 Distribution Conference to discuss emerging growth opportunities

    LIMRA’s 2022 Distribution Conference for Financial Services will be held March 1 – 3, in Miami, Florida. This year’s conference, “The Shape of Things to Come,” will focus on the forces shaping insurance distribution and how distribution professionals can manage the transition.
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  • Cyber Perils Outrank Covid-19 & Broken Supply Chains As Top Global Business Risk
    Cyber Perils Outrank Covid-19 & Broken Supply Chains As Top Global Business Risk

    Pandemic outbreak drops from second to fourth position as majority of companies are less concerned and feel adequately prepared for future outbreaks

    Cyber perils are the biggest concern for companies globally in 2022, according to the Allianz Risk Barometer. The threat of ransomware attacks, data breaches or major IT outages worries companies even more than business and supply chain disruption, natural disasters or the Covid-19 pandemic, all of which have heavily affected firms in the past year.
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  • How Life Insurers Are Handling Pandemic Developments
    How Life Insurers Are Handling Pandemic Developments

    Will investment gains, business diversification balance expenses?

    Best's Review looks at how the unexpected increase in pandemic-related deaths for working-age people has affected life insurers and how the industry is responding. Life insurers may look to investment gains and business diversification across segments to help balance the potential impending costs. Best’s has published its outlook for the industry in “Life Insurers Not…
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  • Staring Down The Barrel Of ESG Activism
    Staring Down The Barrel Of ESG Activism

    Understanding the nuances of ESG within the investment community and beyond

    Cision and Investor Update released a whitepaper, Staring Down the Barrel of ESG Activism. The paper, written by Andrew Archer, Head of ESG Advisory at Investor Update reflects the scope, ambition and urgency with which some of the most influential players' in the ESG industry address activism.
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  • Fidelity Investments Adds $146 Billion In Assets To Workplace Benefits Platform In 2021
    Fidelity Investments Adds $146 Billion In Assets To Workplace Benefits Platform In 2021

    Significant growth demonstrates plan sponsor demand for integrated, multiproduct benefits platform

    Fidelity Investments®, one of the country’s leading workplace benefits providers[i], announced today significant growth across its integrated benefits platform. During 2021, Fidelity helped 1,900 businesses across the U.S. add more than 2,100 products to their benefits platform, representing $146 billion in assets.
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  • Is Financial Independence Possible?
    Is Financial Independence Possible?

    Learn how 3 people are working toward their FIRE goals

    Whether it's sleeping in on Monday, taking a month to travel, or doing work that feeds your heart more than your wallet, having the ability to choose what you do and when you do it is a luxury many people can only dream about. But it may be more attainable than it first appears, if…
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  • Employees Want Money Management Help – More So For Millennials
    Employees Want Money Management Help – More So For Millennials

    Over half of working Americans (52%), including two-thirds (67%) of Millennials, plan to switch employers in the next year

    The latest wave of findings from Logica Research's ongoing Future of Money Study highlights how financial and fintech brands, along with employers, can help improve people's rapidly changing financial lives. Data from the study reveal that over half of working Americans (52%), including two-thirds (67%) of Millennials, plan to switch employers in the next year.
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