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  • State Of Financial Education
    State Of Financial Education

    Number of U.S. public high school students guaranteed to take a personal finance course on track to double to 53% by 2030

    The number of states guaranteeing a Personal Finance course to high school students grew from 17 to 25 in the last year. The new 2024 State of Financial Education Report from nonprofit Next Gen Personal Finance and researchers at Montana State University outlines what that means for the future of financial education and where glaring…
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  • 2024 Tax Filing Season
    2024 Tax Filing Season

    How consumers use their tax refund

    Tax season is in full swing in the U.S., with many Americans looking forward to their potential tax refunds. With 50% of U.S. adults expecting to receive a tax refund this year, Lincoln Financial Group (NYSE: LNC) conducted a comprehensive survey to explore how they plan to allocate their tax refunds to help guide informed…
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  • The Gray Work Index
    The Gray Work Index

    Understanding our productivity gap in 2024

    If you find yourself working harder, and longer, than ever, trapped inside workflows and processes that make you feel less productive than before, you are not alone. According to a recent survey by Quickbase, the software application platform for dynamic work management, over half (54%) of 1923 workers in the US and UK feel it…
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  • CFO Optimism Climbs To Highest Level In Nearly Three Years
    CFO Optimism Climbs To Highest Level In Nearly Three Years

    Technology can improve monthly close processes

    A new survey from Grant Thornton LLP, one of America’s largest providers of audit and assurance, tax and advisory services, revealed that chief financial officers (CFOs) are more optimistic about the U.S. economy than they’ve been in nearly three years.
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  • RIA Economic Outlook
    RIA Economic Outlook

    Market optimism growing among financial advisors; even as volatility concerns remain elevated

    More than two-thirds (70%) of registered investment advisors (RIAs) believe the S&P 500 will increase by 3% or more in the next 12 months, according to the inaugural edition of the RIA Economic Outlook Index.
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  • Super Election Year Increases Risks Of Political Violence & Civil Unrest
    Super Election Year Increases Risks Of Political Violence & Civil Unrest

    How to maintain business resilience in a volatile world

    With an unprecedented ‘super-cycle’ of elections in 2024, almost half the world’s populations will go to the polls before the year is out. According to a new report from Allianz Commercial, security is a concern in many territories, not only from the threat of localized unrest but because of the wider-reaching consequences of electoral outcomes…
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  • Employers Are Taking Cost Action With Healthcare Navigation
    Employers Are Taking Cost Action With Healthcare Navigation

    Only 22% of employers fully trust that digital health tool vendors are acting in the employer’s best interest

    Employer Benefits News (EBN), a primary media resource for decision-makers in the world of employee benefits, human resources and workplace culture, announced today the findings of its State of Healthcare 2024 study, sponsored by Quantum Health, the industry-leading healthcare navigation and care coordination company to over 500 self-insured employers and supporting over 3 million active…
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  • U.S. Healthcare Digital Experience Study
    U.S. Healthcare Digital Experience Study

    Healthcare should look to other industries to drive digital transformation

    Navigating health insurance digital channels is not easy. A surprising 42% of insured adults say they have experienced a problem using their health insurance website and/or app the past 12 months, and according to the inaugural J.D. Power U.S. Healthcare Digital Experience Study.
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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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  • Managers Rebalance Product Rationalization Efforts As Advisors Seek Active And Passive Products
    Managers Rebalance Product Rationalization Efforts As Advisors Seek Active And Passive Products

    Financial advisors see merits of allocating to both active and passive funds

    Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry and imperative to the product rationalization process, according to the latest Cerulli Edge—The Americas Asset and Wealth Management Edition.
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  • Two-Thirds Of Middle-Income Americans Feel School Failed Them On Financial Education
    Two-Thirds Of Middle-Income Americans Feel School Failed Them On Financial Education

    60% say they are not saving enough for retirement

    Primerica, Inc. (NYSE: PRI), a leading provider of financial services and products in the United States and Canada, released its Financial Security Monitor™ (FSM™) survey for the first quarter of 2024, revealing two-thirds (66%) of middle-income Americans feel their education did not adequately prepare them to manage their finances as adults, with a notable discrepancy…
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  • Economic Confidence Among Finance Professionals Hits Highest Level Since First Half Of 2023
    Economic Confidence Among Finance Professionals Hits Highest Level Since First Half Of 2023

    Although accountants have become more positive about the economy for the first time since Q1 2023, concerns about costs persist

    Accountants and finance professionals are more confident in the global economy than they have been since Q2 2023.
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