Marketing

  • Financial Services Leaders In Growth And Loyalty Metrics
    Financial Services Leaders In Growth And Loyalty Metrics

    Number of relationships up, average share of wallet decreasing; high trust increasing

    Exploding consumer engagement with financial services firms is requiring competitors to fight harder for their share of wallet, according to a new market intelligence report that identifies metric leaders by Hearts & Wallets, the independent data and benchmarking firm that specializes in saving, investing and financial advice.
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  • What Can Your Home Equity Do For You?
    What Can Your Home Equity Do For You?

    Consumers don't fully understand its advantages and how it can be leveraged to reduce debt

    FirstClose™, Inc., a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, today released the findings of a new national consumer survey that explored homeowners' level of awareness of home equity and how it could be used to pay down higher interest credit card debt.
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  • Americans’ Views Of Estate Planning And How It Fits Into Overall Financial Planning
    Americans’ Views Of Estate Planning And How It Fits Into Overall Financial Planning

    Today, seven out of ten Americans (69%) finds estate planning at least somewhat important, yet only 26% have an estate plan

    Data exploring Americans' current perceptions, needs, and realities surrounding estate planning demonstrates that it is sorely needed yet vastly underutilized.
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  • FTSE 100 Reaches New Record High As Earnings Season Gets Under Way
    FTSE 100 Reaches New Record High As Earnings Season Gets Under Way

    Lift in market's spirits linked to easing of tensions in the Middle East

    The FTSE 100 has landed another record high, after bulldozing previous records yesterday. The market’s sprits are being lifted by an initial easing of tensions in the Middle East, as well as preparations for a very busy week for corporate news.
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  • CFP Board Announces March 2024 CFP® Certification Exam Results
    CFP Board Announces March 2024 CFP® Certification Exam Results

    Total number of active CFP® professionals projected to surpass 100,000 certificants in U.S.

    CFP Board today announced the results of the March 2024 CFP® Certification Exam. The exam was administered during a March 12-19 testing window to 3,683 candidates.
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  • The Millennial Approach To Estate Planning
    The Millennial Approach To Estate Planning

    From financial strains to future gains-- how a generation is preparing for the the unpredictable

    Trust & Will, the leading digital estate planning and settlement platform in the U.S., releases the findings of its fourth annual Millennial Estate Planning Study, providing insight from nearly 15,000 Millennials on end-of-life and estate planning preferences.
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  • Over One-Quarter Of Recent Homebuyers Have No Idea How Much Their Agent Was Paid
    Over One-Quarter Of Recent Homebuyers Have No Idea How Much Their Agent Was Paid

    Nearly 20% of recent buyers have no idea who paid their agent and how the amount was determined

    More than one-quarter of recent homebuyers (28%) have no idea how much their agent was paid, and 17% have no idea how the amount was determined, according to a new report from Redfin. A similar share—19%—have no idea who paid their agent.
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  • Rising Insurance Costs A Growing Concern For Real Estate Investors
    Rising Insurance Costs A Growing Concern For Real Estate Investors

    Soaring premiums, difficulty securing coverage limiting investor purchase activity

    Insurance challenges have become a major cause of concern among real estate investors, according to the Spring 2024 Investor Sentiment Survey from RCN Capital, conducted by market intelligence firm CJ Patrick Company.
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  • Households May Finally Be Adjusting To Higher Mortgage Rates
    Households May Finally Be Adjusting To Higher Mortgage Rates

    Greater optimism toward homebuying and home-selling conditions, even as pessimism toward rates jumps

    The Fannie Mae Home Purchase Sentiment Index® (HPSI) decreased 0.9 points in March to 71.9, its first decline since November 2023, due primarily to increased pessimism about the direction of mortgage rates.
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  • Advisor Affiliation Matters To Affluent Investors
    Advisor Affiliation Matters To Affluent Investors

    National organizations with well-known brands garner strength across wealth tiers

    One of the largest criterion for selecting an advisor is the type of firm that employs the advisor. According to the latest Cerulli Edge—U.S. Managed Accounts Edition, brand recognition holds significant weight among affluent investors.
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