Investments

  • Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for October 2020
    Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for October 2020

    While money market funds saw outflows of nearly $50 billion, marking the fifth consecutive month of outflows from those funds

    Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for October 2020. In the lead up to November's elections, long-term mutual funds and ETFs collected $13 billion in October—on par with inflows from September and marking the seventh consecutive month of inflows.…
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  • Many Have Inadequate Savings for Retirement
    Many Have Inadequate Savings for Retirement

    53% within 20 years of retirement expect to retire with less than $100K in savings

    Results from a new MoneyRates.com survey show that many Americans aren't taking basic steps to plan for retirement. Despite questions surrounding the future of retirement programs such as Social Security and Medicare, the personal finance website finds that large percentages of those approaching retirement age and those already retired are financially unprepared.
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  • Sustainable Finance Gaining Steam Among Issuers and Investors, but Mismatch in Investment Opportunities
    Sustainable Finance Gaining Steam Among Issuers and Investors, but Mismatch in Investment Opportunities

    For Canadian insurers, sustainable supply chains important, though social issues not yet a priority

    All but 2% of Canadian issuers are already factoring sustainability into their activities, according to a new survey conducted by HSBC among issuers and investors. But while they can find common ground on investment opportunities in infrastructure investment, such as energy-efficient buildings, sustainable public transport, and renewable energy sources, the two groups grow apart in…
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  • 72% Of Americans Now Plan to Work In Retirement
    72% Of Americans Now Plan to Work In Retirement

    As more and more are feeling income shocks and waning confidence in their finances

    The latest SimplyWise Index found that 62% of Americans are more concerned about their retirement today compared to a year ago--up from 56% this May. This may be due to COVID-19-related unemployment and economic uncertainty which, like the pandemic itself, have disproportionately affected minorities and older workers.
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  • Ready for a Bear Market?
    Ready for a Bear Market?

    Investors differ on what constitutes a bear market, and few are equipped to handle it

    The stock market can be a bear. As it cycles through both bull and bear stages, investor attitudes shape how they react to events. Still, many are unclear about stock market cycles and may be ill-equipped to assess the impact of major economic events such as the pandemic or the election, explains MoneyRates.com.
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  • Politics & Portfolios
    Politics & Portfolios

    Post-election economic & market views among Republicans and Democrats

    E*TRADE Politics & Portfolios Study reveals economic and market views among republican and democrat investors post election. While Republicans and Democrats diverge on economic outlook, a significant portion of both parties is not bullish on the market
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  • Advisors More Likely to Consider Outsourcing Due to COVID-19
    Advisors More Likely to Consider Outsourcing Due to COVID-19

    There are several ways non-investment outsourcers are gaining efficiencies

    Northern Trust Asset Management’s FlexShares Exchange Traded Funds (ETFs) today released its sixth biennial study on financial advisors’ views and adoption of external investment management services. First conducted in 2010, this year’s survey reveals that while the overall percentage of advisors who outsource investment management is consistent over the past decade, the way that advisors…
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  • Defined Contribution Specialists Address Pandemic Impacts
    Defined Contribution Specialists Address Pandemic Impacts

     Nearly six in ten (DC) advisors agree that Covid-19 is severely thwarting the growth of their DC business

    Nearly six in ten defined contribution (DC) advisors (58%) agree that the COVID-19 pandemic is thwarting the growth of their DC business. As new RFP activity remains largely on hold, DC specialists with over $50 million in DC AUM are working overtime to guide their existing clients through the pandemic. These and other findings are…
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  • Kaplan Company Announces Launch Of The Accredited Behavioral Finance Professional Program
    Kaplan Company Announces Launch Of The Accredited Behavioral Finance Professional Program

    First advisor-focused behavioral finance designation from an accredited college or university

    With new data showing that 90% of financial professionals believe that behavioral finance training would help them build their client base and deepen relationships with existing clients, the College for Financial Planning®—a Kaplan Company, today announced the launch of the Accredited Behavioral Finance Professional℠ program (ABFP℠), the first advisor-focused behavioral finance designation from an accredited…
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  • Cyber Crime Costs Continue To Rise
    Cyber Crime Costs Continue To Rise

    Internal failures are the most frequent cause of cyber claims for companies

    External attacks on companies result in the most expensive cyber insurance losses, but it is employee mistakes and technical problems that are the most frequent generator of claims by number, according to a new report from Allianz Global Corporate & Specialty (AGCS), Managing The Impact Of Increasing Interconnectivity – Trends In Cyber Risk. The study…
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