- Improving Recruitment And Retention Throughout Advisors’ Lifecycles
Recruiting, support, and succession planning are top priorities for banks and credit unions as they look to fend off increased advisor attrition
As banks and credit unions face increased market uncertainty, many are placing greater importance on wealth management to generate diversified fee-based revenue and broaden client relationships beyond core banking services. As such, banks need to better attract, develop, and retain financial advisors throughout their lifecycles, according to a new Cerulli/BISA white paper.
read more - U.S. Voluntary/Worksite Sales Report
Supplemental health sales outpace life and disability with double-digit growth
Supplemental health sales outpace life and disability with double-digit growth A new Eastbridge report shows strong growth in supplemental health products. AVON, Conn., May 31, 2023 /PRNewswire/ — Supplemental health products such as accident, critical illness, cancer and hospital indemnity insurance are driving continued growth in the voluntary benefits industry, according to Eastbridge Consulting Group’s…
read more - The Conference Board Consumer Confidence Index
US consumer confidence slipped in May
The Conference Board Consumer Confidence Index® fell in May to 102.3 (1985=100), down from an upwardly revised 103.7 in April. The Present Situation Index—based on consumers' assessment of current business and labor market conditions—decreased to 148.6 (1985=100) from 151.8 last month. The Expectations Index—based on consumers' short-term outlook for income, business, and labor market conditions—decreased…
read more - 5 Ways Earnest EQ Supercharges Marketing, Advertising, Branding & Comms Strategies
Tactical for emotive brand building that wholly resonates with the intended audiences, and compels them into the desired action, for the ultimate competitive edge
A 2023 Emotional Intelligence Market study citing “heavy growth” of $49.93 billion USD by 2027 exemplifies the extent to which mastering “EQ” versus IQ is taking brands to exciting new levels of success … and why not embracing EQ can result in extreme opportunity loss or, far worse, be an outright brand buster. This as…
read more - Employers View Well-Being As Key Part Of Workforce Strategy, Despite Economic Pressures
90% will maintain same level of investment in well-being
Employers of all sizes view well-being as a key part of their workforce strategy, more so now than in the past, according to the 14th Annual Employer-Sponsored Health & Well-Being Survey, fielded by Fidelity Investments and Business Group on Health.
read more - Healthcare Costs Exceed $31,000 For Hypothetical American Family Of Four
Total healthcare costs for an average person reach $7,221
Milliman, Inc., a premier global consulting and actuarial firm, today released the 2023 Milliman Medical Index (MMI), which measures healthcare costs for individuals and families receiving coverage from an employer-sponsored preferred provider plan (PPO).
read more - Retirement Savers Are Keeping Their Eyes On The Future
Economic climate has retirement savers eyeing guaranteed lifetime income and financial planning options
New research shows retirement savers are eyeing guaranteed lifetime income products and financial planning options as key financial supports in the current economic environment.
read more - Trends In Securing Digital Identies 2023
Only 49% of organizations proactively invest in identity protection prior to a security incident
The Identity Defined Security Alliance (IDSA), a nonprofit that provides vendor-neutral resources to help organizations reduce the risk of a breach by combining identity and security strategies, today unveiled its 2023 Trends in Identity Security report, based on an online survey of over 500 identity and security professionals.
read more - Mortgage Rates Surge Past 7.1% For First Time Since November
Some buyers back off while others lower budget
Housing payments hit a new high this week as mortgage rates jumped due to progress on a possible debt-ceiling deal. That’s according to a new report from Redfin, the technology-powered real estate brokerage.
read more - Overall US Mortgage Delinquency Rate Drops To All-Time Low In March
The serious delinquency rate fell to 1.1%, the lowest level in 23 years
CoreLogic®, a leading global property information, analytics and data-enabled solutions provider, today released its monthly Loan Performance Insights Report for March 2023.
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