Investments

  • Bigger than the Environment: New ESG Study Finds Other Social Issues have Equal or More Importance to Investors
    Bigger than the Environment: New ESG Study Finds Other Social Issues have Equal or More Importance to Investors

    ESG Investor Sentiment Study from Allianz Life Finds Significant Focus on Companies’ Track Record across Many Social and Governance Topics

    Although much of the global attention within the ESG (Environmental, Social and Governance) sector of investing has been placed on the environmental component, the ESG Investor Sentiment Study* from Allianz Life Insurance Company of North America (Allianz Life®) found that in the U.S., social and governance issues are equally important as or more important than…
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  • Golf and Investing: Optimism, Focus, and Education
    Golf and Investing: Optimism, Focus, and Education

    Golfers should be better investors... while investors need to introduce themselves to some basic education

    by Steve Selengut

    You knew it the moment it left the club, that spark at contact when you catch it just right. You look up. It’s just reaching the top of its climb— and heading down right at the pin, a pin positioned left of center on the elevated green, much too close...
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  • Investors Feel Financially Confident, But Worry About the Next Generation in Their Family
    Investors Feel Financially Confident, But Worry About the Next Generation in Their Family

    Ameriprise study finds parents are providing more financial support to their adult children than they received from their own parents

    Modern Money, a new study released today by Ameriprise Financial (NYSE: AMP), reveals 78 percent of investors say achieving financial success has been the same or easier for them than it was for their parents at the same age, but over half (51 percent) think it will be harder for the next generation in their…
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  • Bring Back The Bulls…
    Bring Back The Bulls…

    E*TRADE study reveals a significant rise in bullish sentiment, yet volatility remains top of mind for investors

    E*TRADE Financial Corporation (NASDAQ: ETFC) today announced results from the most recent wave of StreetWise, the E*TRADE quarterly tracking study of experienced investors. Results show an increase in positive investor sentiment as the market has steadily moved ahead from December 2018 lows.
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  • Principal to acquire Wells Fargo Institutional Retirement & Trust business
    Principal to acquire Wells Fargo Institutional Retirement & Trust business

    Definitive agreement includes Wells Fargo’s defined contribution, defined benefit, executive deferred compensation, employee stock ownership plans, institutional trust and custody and institutional asset advisory businesses

    Today, Principal Financial Group® (Nasdaq: PFG) announced a definitive agreement with Wells Fargo & Company (NYSE: WFC) to acquire its Institutional Retirement & Trust business. At closing, Principal® will assume ownership of Wells Fargo’s defined contribution, defined benefit, executive deferred compensation, employee stock ownership plans, institutional trust and custody and institutional asset advisory businesses and…
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  • Americans Adapting to Market Volatility as the New Norm
    Americans Adapting to Market Volatility as the New Norm

    Inaugural Allianz Life Quarterly Market Perceptions Study shows consumers have become accustomed to wild swings in the stock market, yet remain cautiously optimistic about future growth

    After enduring ongoing stock market volatility throughout all of 2018, Americans remain resilient in the face of persistent volatility in the start of 2019, and are cautiously optimistic about the market gaining ground. These are the findings of the new Allianz Life Quarterly Market Perceptions Study.
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  • Market Update: Quarterly Report
    Market Update: Quarterly Report

    Jobs report, China accord buoy investor confidence

    Stocks just posted their second straight weekly gain. Investors were encouraged by the latest jobs report and new signs of progress on a U.S.-China trade deal. The Dow Jones Industrial Average advanced 1.17% in five trading days; the S&P 500, 1.27%; the Nasdaq Composite, 1.72%. The MSCI EAFE index of international stocks improved 1.84%.[1][2][3][4]
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  • What Do Investors Value Most?
    What Do Investors Value Most?

    A long-term relationship with their closest advisors

    Eight of out 10 investors expressed satisfaction with their investment consulting relationship, speaking to the high value investors place in consultants to achieve their long-term investment goals, according to NEPC’s Investor Governance Pulse.
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  •  Study Reveals Market Outlook for RIAs and Their Clients
     Study Reveals Market Outlook for RIAs and Their Clients

    ... And advisors reveal biggest client mistakes in the current market

    E*TRADE Advisor Services, a provider of integrated technology, custody, and practice management support for registered investment advisors (RIAs), today announced results from the most recent wave of its Independent Advisor Sentiment survey: Advisors play an important role in helping their clients avoid the noise and keep their financial goals in focus...
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  • Fixed & Indexed Annuities Poised For Growth Amid Volatility In Equity Markerts
    Fixed & Indexed Annuities Poised For Growth Amid Volatility In Equity Markerts

    LIMRA Secure Retirement Institute Forecasts Individual Annuity Sales Through 2023

    New LIMRA Secure Retirement Institute (LIMRA SRI) announces its annuity sales forecast for the next five years. LIMRA SRI predicts fixed annuities will remain in the spotlight. Specifically, LIMRA SRI analysis of sales and market trends suggests indexed annuities are positioned for significant growth, while the market share for variable annuities will continue to erode.
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