- 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.
read more - 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.
read more - 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).
read more - 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.
read more - 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.
read more - 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.
read more - 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.
read more - 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…
read more - 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,…
read more - 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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