Investments

  • The Future Of Financial Wellness
    The Future Of Financial Wellness

    Helping participants to see the big picture so they can better allocate their resources

    In the 21st century, American workers must prioritize both health and wealth when making financial decisions. As a result, they have to effectively allocate their savings across different financial products and accounts. Given the complexity of these alternatives, making the right choice requires workers to see the big picture.
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  • Prepping For Inflation
    Prepping For Inflation

    More than ever, managers seek companies with pricing power

    One of the most important lenses through which to evaluate investment decisions in 2021 and beyond could be the degree to which they might be affected if inflation rises even more than expected, says Fidelity’s Derek Janssen.
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  • Pandemic Spurred Eight Out Of 10 People To Re-Evaluate Life & Finances
    Pandemic Spurred Eight Out Of 10 People To Re-Evaluate Life & Finances

    People are investing more in themselves and their financial wellness, giving employers an opportunity to help

    The last 18 months have had a significant impact on businesses, the economy and society — and nearly eight in ten U.S. workers are reevaluating what is important in life, including finances, their career and retirement, according to Lincoln Financial Group’s (NYSE: LNC) 2021 Retirement Power® study.
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  • Make Way For Women Investors
    Make Way For Women Investors

    There has been unprecedented growth and engagement among female investors, helping an industry-leading 15.5 million women make their money work harder to grow

    Fidelity Investments® today shared the results of its 2021 Women and Investing Study which finds more women than ever are taking steps to help their money work harder to grow through investing. In fact, two-thirds (67%) of women report they are now investing savings they have outside of retirement accounts and emergency funds in the…
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  • Analyzing The Best Way To Grow Share Of Wallet & The Primacy Premium
    Analyzing The Best Way To Grow Share Of Wallet & The Primacy Premium

    Consumers put most of their money with firms they consider their main source of retirement advice (72% vs. 28% for others)

    The best way for a financial services firm to grow customer share of wallet (SOW) is to be the main source of retirement advice, according to new report on main drivers of share of wallet by Hearts & Wallets, the market research and benchmarking firm that specializes in consumer saving, investing and financial advice.
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  • Advisors Witness Dramatic Increase In Behavioral Biases Among Clients
    Advisors Witness Dramatic Increase In Behavioral Biases Among Clients

    More advisors point to the effectiveness of using several behavioral finance techniques to mitigate behavioral biases

    In a year characterized by ongoing uncertainty from the COVID-19 pandemic and heightened retail investor interest in the markets, financial advisors reported a surge in behavioral biases among clients, according to the BeFi Barometer 2021. This is the third year of the survey commissioned by Schwab Asset Management in collaboration with the Investments & Wealth…
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  • U.K., U.S. & Australia Lead In New Small Business Formation, Which Grew 32% YOY Globally
    U.K., U.S. & Australia Lead In New Small Business Formation, Which Grew 32% YOY Globally

    Small businesses go digital at three-times pre-pandemic levels

    To shed light on the impact the global health crisis – and ongoing recovery – has had on small businesses globally, Mastercard today released Recovery Insights: Small Business Reset. Looking at 19 markets around the world, the report reveals that sales at small- and medium-sized businesses (SMBs) lagged larger companies by up to 20 percentage…
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  • Economic Optimism In Negative Territory For Second Straight Month
    Economic Optimism In Negative Territory For Second Straight Month

    Presidential Leadership and National Outlook Indexes benefit from a slight uptick after September’s massive slide

    The IBD/TIPP Economic Optimism Index, a leading national poll on consumer confidence, declined for the fourth consecutive month. The October index fell another 3.6% after September’s 9.5% drop, moving from 48.5 last month to 46.8 this month, and remaining in negative territory for a second straight month. For the IBD/TIPP indexes, a reading above 50.0…
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  • Morgan Stanley Launches Family Legacy & Governance Institute
    Morgan Stanley Launches Family Legacy & Governance Institute

    Guiding professionals in driving multi-generational success

    Morgan Stanley Family Office Resources today announced the launch of The Morgan Stanley Family Legacy and Governance (FLAG) Institute, a virtual educational program designed specifically for professionals to address and implement family governance processes for wealth management clients in an effort to drive long-term success within families.
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  • Trends In Corporate Environmental, Social & Governance Initiatives
    Trends In Corporate Environmental, Social & Governance Initiatives

    As new regulation looms and scrutiny increases on all sides, corporate survey reveals significant progress in terms of ESG program implementation—but much uncertainty remains

    With corporations under increasing pressure to implement environmental, social and governance (ESG) initiatives, in-house counsel and senior corporate executives will find a useful benchmark against which to measure their programs and progress in “An ESG Snapshot,” a report authored by Thompson Hine’s ESG Collaborative attorneys.
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