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  • Workplace Benefits Forecast For 2026
    Workplace Benefits Forecast For 2026

    In a fast-changing environment, retirement plan sponsors and their advisors need a clear vision of what to expect in the years ahead so they can invest their benefits dollars wisely in the products, services, systems, and processes that best align with their future needs

    Transamerica today unveiled predictions from workplace benefit professionals on a wide range of employee benefits issues looking toward 2026. Transamerica Prescience 2026 is the first in a series of ten polls and three discussion sessions being conducted over 12 months, each focusing on a particular aspect of employee benefits.
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  • Facing Market Uncertainty, Private Equity Finds Stable Ground
    Facing Market Uncertainty, Private Equity Finds Stable Ground

    After two outlier years and a subsequent year of macroeconomic challenges, private equity appears to be returning to historic norms

    Private equity has seen it all in the last three years: from the global market shutdown in 2020, to the rebound that pushed deal activity to record highs in 2021, and then unprecedented macroeconomic headwinds in 2022.
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  • Fidelity® Launches First Business Development Company, Fidelity Private Credit Fund
    Fidelity® Launches First Business Development Company, Fidelity Private Credit Fund

    The Fidelity Private Credit Fund’s investment objective is to generate current income and, to a lesser extent, long-term capital appreciation

    Fidelity Investments® today announced the expansion of its rapidly growing alternative investments (alts) product lineup with the launch of the Fidelity Private Credit Fund, a business development company (BDC).
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  • When Inflation & Recession Threaten Your Client Portfolios…
    When Inflation & Recession Threaten Your Client Portfolios…

    Life Settlements can help bridge the gap for senior investors

    by Wm. Scott Page

    Inflation is beginning to wreak havoc on the U.S. economy and it's only a matter of time before clients begin to panic and want to start reconfiguring their portfolios.
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  • The Life Settlement Double Dip
    The Life Settlement Double Dip

    Adding ‘money in motion’ to your client’s solution

    by Wm. Scott Page

    It's no secret that policy appraisals and life settlements can now offer non-reportable fees for agents and advisors. The marketplace has evolved over the years, and the nature of the transaction provides an interesting way to offer financial advice to clients and earn some extra cash at the same time – with very little effort.
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  • Optimism and Opportunity
    Optimism and Opportunity

    How OneAmerica stepped up to the challenge of the pandemic, and kept its focus on stakeholders, customers and policyholders

    by Steven Lynch

    At the outset of a global pandemic followed by widespread economic uncertainty, OneAmerica® proudly stepped up to the challenge and refused to wither. Our companies having a 143-year history of weathering storms prompted this confidence and gave us an opportunity to remind our stakeholders, customers and policyholders that we are built for this.
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  • John Hancock to Acquire Assets of Transamerica Broker Dealer Unit
    John Hancock to Acquire Assets of Transamerica Broker Dealer Unit

    1100 Advisors from 50 firm now affiliated

    John Hancock Financial Network, Inc.(JHFN), a distribution channel of John Hancock, today announced that it has agreed to acquire certain assets of St. Petersburg, FL-based Transamerica Financial Advisors, Inc. (TFA), a Transamerica company.
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  • A Chinese Yuan Revolution?
    A Chinese Yuan Revolution?

    It is a myth to assume that a currency must weaken simply because economic growth is weak

    by Axel Merk

    Once you think of China as a teenager in her "awkward stage," it may become easier to understand the unfolding dynamics. When it comes to foreign exchange, China's latest move may be best explained by her desire to play with the grown-ups. This may have implications that go far beyond the U.S. dollar and China’s…
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  • Spdr Dow Jones Industrial Average Etf Trust (DIA) Stock Price – Current Day
    You will need to put some text in the top here because the assumption is that we will always have a bit of text at the top of the page, for the image to wrap against. However, if this thing is interactive and loads fresh new content every day then it should be a Page,…
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  • Small Caps Feel the Summer Heat
    Small Caps Feel the Summer Heat

    Equity Market Implied Volatility Spikes Amid Growing Global Uncertainty

    While U.S. small cap stocks are still up 4.2% year-to-date as of July 7, they have lost 2.6% since June 29, when Greece shut its banks and imposed capital controls and amid growing market uncertainty in China, suggesting that an index consisting primarily of US-oriented companies is not immune to the current global market tensions.
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