- Current And Future State Of AI Solutions For The Workforce
Survey by The Health Management Academy reveals accelerating use of AI to overcome workforce challenges
Given the severity of labor shortages and staffing constraints facing health systems nationwide, C-suite executives are turning to artificial intelligence (AI) to fill gaps and improve productivity, according to a recent survey conducted by The Health Management Academy (The Academy) with support from Outbound AI.
read more - Keeping Up With Inflation
Niagara University economist comments on inflation report
The February inflation report was mostly inline with economists' expectations, containing both positive and negative signals for the Fed's ongoing efforts to bring inflation closer to its 2% target.
read more - The Future Of RIAs
Incorporates 10 years of Alliance for RIAs (aRIA) learnings on Scale, Durability and Human Capital
In 2012 Advisor Growth Strategies (AGS), an integrated management consulting firm launched in 2009 to help owners advance their financial advisory firms, founded the Alliance for RIAs (aRIA) with some of the best registered investment advisors (RIAs) in the industry. The group was formed to provide insight into the future of wealth management and how…
read more - Institutional Investors Expect To Increase Allocations To Active Strategies
A noteworthy amount indicate increasing allocations to active strategies in equities and fixed income
This issue of The Cerulli Edge—U.S. Monthly Product Trends analyzes mutual fund and exchange-traded fund (ETF) product trends as of January 2023 with a special focus on institutional investors’ expected allocations to active strategies.
read more - Investors Remain Optimistic For 2023 Despite Dim Near-Term Views
Investors still see opportunity for a soft landing and expect the economy to be in better shape by year end
Investors remain optimistic for 2023 despite dim near-term views. Investors still see opportunity for a soft landing and expect the economy to be in better shape by year end.
read more - Silicon Valley Bank Collapse Highlights Critical Lessons For The Insurance Industry
U.S. insurers have relatively minimal exposures to SVB bonds
The failure of Silicon Valley Bank, along with the recent shutdown of Silvergate Bank by regulators, has impacted several banks. The ramifications for insurers’ equity portfolios could be more significant than for bondholdings, as some major bank stocks have already lost significant value.
read more - Record Annuity Sales In 2022 Expected To Continue Into First Quarter 2023
Total annuity sales in 2022 top $312 billion, an all-time high
Facing unprecedented long-term market volatility in 2022, consumers sought the protection offered by fixed annuities, propelling a record-high $312.8 billion in total U.S. annuity sales. According to LIMRA’s 2022 Individual Annuity Sales Survey, total 2022 annuity sales increased 23% over 2021 results and were 18% higher than the previous record of $265 billion set in…
read more - IMX Score Continues To Rise In February
Clients returned to net buying equities in February, with the strongest buying interest in the Communication Services and Consumer Discretionary sectors
The Investor Movement Index® (IMX℠) increased to 4.57 in February, up from its score of 4.31 in January. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets.
read more - European Pensions Funds Want More Sophisticated Customization For ESG Mandates
A lack of suitable products is prompting large schemes to create customized ESG mandates
Ongoing regulatory change in Europe is spurring more advanced environmental, social, and governance (ESG) strategies in the pension space, but a lack of suitable products is seeing larger schemes create customized mandates, according the latest Cerulli Edge—Global Edition.
read more - Measuring the Economic Impact of Defined Benefit Pension Expenditures
Pension spending during pandemic supported $1.3 trillion in output, 6.8 million jobs, $157.7 billion in tax revenue across the U.S. economy
Economic gains attributable to private and public sector defined benefit pensions in the U.S. during the COVID-19 pandemic were substantial, according to a new report from the National Institute on Retirement Security (NIRS).
read more
