Marketing

  • About One Out Of Four Institutional Asset Owners Will Leverage OCIO Services In The Next 24 Months
    About One Out Of Four Institutional Asset Owners Will Leverage OCIO Services In The Next 24 Months

    OCIO growth from adoption continues to be an important aspect of institutional asset management and will likely continue in the long term

    The outsourced chief investment officer (OCIO) market is strong, with significant new opportunities for mandate wins and expansion in services from new or existing clients. About one out of four asset owners polled by Cerulli expect to use an OCIO in some capacity over the next 24 months, according to Cerulli’s new research, U.S. Outsourced…
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  • Calculating Your Legacy
    Calculating Your Legacy

    Tax season is the best time to think about your future … and what comes after

    Tax season is as good time as any to take stock of your financial situation, and that includes thinking about what will happen to your money after you’re gone.
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  • 2023: The Year Of The Side Hustle?
    2023: The Year Of The Side Hustle?

    73% of U.S. workers plan to freelance this year

    Fiverr International Ltd., the company that is revolutionizing how the world works together, has revealed new data showing how U.S. workers feel about an uncertain economy and how they plan to reinforce or supplement their income for a recession.
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  • How Much Do Americans Lose Due To Financial Illiteracy?
    How Much Do Americans Lose Due To Financial Illiteracy?

    The estimated average amount of money that lacking knowledge about personal finances cost people was $1,819 in 2022

    Americans today must navigate an increasingly complex economic world, requiring a new set of key money management skills. And financial illiteracy – the lack of vital personal finance knowledge – costs people money.
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  • Wealth Watch 2023 Outlook
    Wealth Watch 2023 Outlook

    1-in-3 individuals hopeful about finances in 2023, despite inflation, recession concerns

    While Americans continue to experience the challenges presented by inflation and a potential recession, New York Life’s latest Wealth Watch survey found that 66% of American adults are confident in their ability to reach their financial goals, and 1-in-3 feel hopeful about their finances at the end of 2022 going into 2023, reflecting similar levels…
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  • Health Insurers Take More Cautious Approach To Raising Capital Through Debt In 2022
    Health Insurers Take More Cautious Approach To Raising Capital Through Debt In 2022

    The segment’s leverage ratios are high due to M&A, but capitalization remains strong

    Many publicly traded U.S. health insurance companies continue to carry elevated debt balances, although they have taken a more cautious approach to capital raising via debt issuance in 2022 given the rising interest rate environment, according to a new AM Best special report.
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  • We Can Fix Work
    We Can Fix Work

    Parents are telling the next generation to pursue purpose, not money, for their careers

    Feelings about work today could have a profound impact on the decisions made by tomorrow’s workforce, according to a 10-country survey of employees, C-level leaders, and HR professionals by The Workforce Institute at UKG. Nearly half of employees worldwide (46%), including one-third of C-level leaders (29%) in the U.S., would not recommend their company nor…
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  • The State Of Unemployment In The U.S.
    The State Of Unemployment In The U.S.

    Reviewing the states where unemployment claims are decreasing the most

    New unemployment claims decreased by 7.3% week-over-week on January 9 amid high inflation and the threat of a recession. To help add some context to these statistics, WalletHub just released updated rankings for the States Where Unemployment Claims Are Decreasing the Most.
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  • The Conference Board Employment Trends Index Declined In December
    The Conference Board Employment Trends Index Declined In December

    Index signals job growth to slow further heading into 2023

    The Conference Board Employment Trends Index™ (ETI) fell in December to 116.31 from a downwardly revised 117.14 in November 2022.
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  • Small Businesses Report Modest Hiring Growth In December
    Small Businesses Report Modest Hiring Growth In December

    The increase in hiring in December, signals a positive sentiment from small business owners

    The CBIZ Small Business Employment Index (“SBEI”) reported a seasonally adjusted increase of 0.84% in December. The previous downward trend in hiring reversed in November and December, signaling a positive sign for small business owners going into the new year. 
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