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  • Americans Facing A New Retirement Reality
    Americans Facing A New Retirement Reality

    Inflation, market volatility and recurring financial crises are making planning for retirement even more challenging. Are Americans heading for a future retirement catastrophe?

    The dynamics of retirement planning have dramatically shifted as Americans navigate inflation, market volatility, financial crises, fears of bank failures and other challenges. Taken together, these factors have created a new retirement reality that may have fundamentally shifted the long-term outlook for many Americans, according to the latest study from Allianz Life Insurance Company of…
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  • Improving Recruitment And Retention Throughout Advisors’ Lifecycles
    Improving Recruitment And Retention Throughout Advisors’ Lifecycles

    Recruiting, support, and succession planning are top priorities for banks and credit unions as they look to fend off increased advisor attrition

    As banks and credit unions face increased market uncertainty, many are placing greater importance on wealth management to generate diversified fee-based revenue and broaden client relationships beyond core banking services. As such, banks need to better attract, develop, and retain financial advisors throughout their lifecycles, according to a new Cerulli/BISA white paper.
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  • U.S. Voluntary/Worksite Sales Report
    U.S. Voluntary/Worksite Sales Report

    Supplemental health sales outpace life and disability with double-digit growth

    Supplemental health sales outpace life and disability with double-digit growth A new Eastbridge report shows strong growth in supplemental health products. AVON, Conn., May 31, 2023 /PRNewswire/ — Supplemental health products such as accident, critical illness, cancer and hospital indemnity insurance are driving continued growth in the voluntary benefits industry, according to Eastbridge Consulting Group’s…
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  • The Conference Board Consumer Confidence Index
    The Conference Board Consumer Confidence Index

    US consumer confidence slipped in May

    The Conference Board Consumer Confidence Index® fell in May to 102.3 (1985=100), down from an upwardly revised 103.7 in April. The Present Situation Index—based on consumers' assessment of current business and labor market conditions—decreased to 148.6 (1985=100) from 151.8 last month. The Expectations Index—based on consumers' short-term outlook for income, business, and labor market conditions—decreased…
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  • 5 Ways Earnest EQ Supercharges Marketing, Advertising, Branding & Comms Strategies
    5 Ways Earnest EQ Supercharges Marketing, Advertising, Branding & Comms Strategies

    Tactical for emotive brand building that wholly resonates with the intended audiences, and compels them into the desired action, for the ultimate competitive edge

    A 2023 Emotional Intelligence Market study citing “heavy growth” of $49.93 billion USD by 2027 exemplifies the extent to which mastering “EQ” versus IQ is taking brands to exciting new levels of success … and why not embracing EQ can result in extreme opportunity loss or, far worse, be an outright brand buster. This as…
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  • Employers View Well-Being As Key Part Of Workforce Strategy, Despite Economic Pressures
    Employers View Well-Being As Key Part Of Workforce Strategy, Despite Economic Pressures

    90% will maintain same level of investment in well-being

    Employers of all sizes view well-being as a key part of their workforce strategy, more so now than in the past, according to the 14th Annual Employer-Sponsored Health & Well-Being Survey, fielded by Fidelity Investments and Business Group on Health.
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  • Retirees Provide Valuable Lessons To Future Generations
    Retirees Provide Valuable Lessons To Future Generations

    Resilience, redefining success and thriving in retirement

    Edward Jones Canada, in partnership with Age Wave, a thought leader on population aging, has released its third study on retirement that builds on previous findings further exploring how Canadians can improve retirement across the four pillars: health, family, purpose, and finances. 
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  • Healthcare Costs Exceed $31,000 For Hypothetical American Family Of Four
    Healthcare Costs Exceed $31,000 For Hypothetical American Family Of Four

    Total healthcare costs for an average person reach $7,221

    Milliman, Inc., a premier global consulting and actuarial firm, today released the 2023 Milliman Medical Index (MMI), which measures healthcare costs for individuals and families receiving coverage from an employer-sponsored preferred provider plan (PPO).
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  • Retirement Savers Are Keeping Their Eyes On The Future
    Retirement Savers Are Keeping Their Eyes On The Future

    Economic climate has retirement savers eyeing guaranteed lifetime income and financial planning options

    New research shows retirement savers are eyeing guaranteed lifetime income products and financial planning options as key financial supports in the current economic environment.
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  • Trends In Securing Digital Identies 2023
    Trends In Securing Digital Identies 2023

    Only 49% of organizations proactively invest in identity protection prior to a security incident

    The Identity Defined Security Alliance (IDSA), a nonprofit that provides vendor-neutral resources to help organizations reduce the risk of a breach by combining identity and security strategies, today unveiled its 2023 Trends in Identity Security report, based on an online survey of over 500 identity and security professionals.
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