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  • The State Of Grief
    The State Of Grief

    Working to understand the effect of loss on children

    Annually commissioned by the New York Life Foundation to evaluate the bereavement landscape, the 2024 State of Grief Report highlights not only the ongoing need, but also a growing desire, for holistic help and support for those experiencing grief in workplaces, schools, and communities.
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  • State Of Pensions 2024
    State Of Pensions 2024

    U.S. public pension finding to improve in 2024

    State and municipal retirement systems are on track to outperform their investment targets and experience solid improvements to the national average funded ratio in 2024, according to Equable Institute's State of Pensions 2024 report.
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  • The Impact Of Expanding Pre-Deductible Coverage In HSA-Eligible Health Plans On Medication Adherence
    The Impact Of Expanding Pre-Deductible Coverage In HSA-Eligible Health Plans On Medication Adherence

    Expanding pre-deductible coverage increased patient compliance with medication regimens

    A new research report published today by the Employee Benefit Research Institute (EBRI) finds evidence that expanding pre-deductible coverage in health savings account (HSA)-eligible health plans in 2022 increased medication adherence.
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  • Banking On Grandma And Grandpa
    Banking On Grandma And Grandpa

    Canada's grandparents risk their own financial future to support their adult children and grandchildren

    Canadian grandparents are finding themselves caught in a money squeeze, as the high cost of living is having a big impact on both their own finances and the financial support they're providing to two generations – their adult children and their grandchildren.
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  • Milliman Public Pension Funding Index
    Milliman Public Pension Funding Index

    Public pension funded ratio rises to 79.9% in June, in second month of growth

    Milliman, Inc., a premier global consulting and actuarial firm, today released the results of its latest Public Pension Funding Index (PPFI), which analyzes data from the nation’s 100 largest public defined benefit plans.
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  • Managed Account Platform Consolidation Is Happening, Albeit Slowly
    Managed Account Platform Consolidation Is Happening, Albeit Slowly

    Sponsors must create a path of least resistance to spur advisor adoption

    Since 2020, the segment of platform sponsors that report having achieved a single platform architecture has increased from 14% to 30%, while those indicating ongoing stasis in a multi-platform environment has fallen from 32% to 20%.
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  • RIA Economic Outlook Index
    RIA Economic Outlook Index

    Advisor optimism around inflation is slipping

    While Registered Investment Advisors (RIAs) report a similar level of economic confidence compared to the first quarter of the year, nearly half now believe that stock market volatility will be higher over the next 12 months than it was in 2023, according to the Second Quarter Economic Outlook Index released today by Security Benefit in…
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  • GenAI Adoption: A Practical And Urgent Guide To Winning With GenAI
    GenAI Adoption: A Practical And Urgent Guide To Winning With GenAI

    The most significant risk is doing nothing

    HFS Research, a leading global research and analysis firm, in collaboration with Tech Mahindra, a leading technology consulting and digital solutions to global enterprises across industries, has released a report titled "Stop Dreaming and Start Doing—Your Practical and Urgent Guide to Winning with GenAI."
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  • Housing Sentiment Rebounds, Returns To Likely Plateau
    Housing Sentiment Rebounds, Returns To Likely Plateau

    Consumers slightly more optimistic about homebuying and home-selling conditions, but affordability pessimism persists

    The Fannie Mae Home Purchase Sentiment Index® (HPSI) increased 3.2 points in June to 72.6, rebounding from last month’s dip and returning the index nearer the plateau it set earlier this year.
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  • More Than A Quarter Of Retired Investors Continue To Pay Off Mortgage And Credit Card Debt
    More Than A Quarter Of Retired Investors Continue To Pay Off Mortgage And Credit Card Debt

    Retirees are abandoning common practices traditionally seen in retirement

    As perceptions of what retirement should look like continue to evolve, retirees are reevaluating their financial approaches and lifestyles.
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  • Nearly One Third Of Canadian Adults Report Living With A Life Insurance Coverage Gap
    Nearly One Third Of Canadian Adults Report Living With A Life Insurance Coverage Gap

    4 in 10 Canadians say their families would face financial hardship withing six months should the primary wage earner die unexpectedly

    A new study finds 57% of Canadian adults say they have life insurance coverage. This represents a three-point increase from a similar study conducted by LIMRA in 2019.
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  • MIB Life Index
    MIB Life Index

    U.S. mid-year 2024 life insurance application activity flat compared to 2023

    U.S. life insurance application activity ended the first half of 2024 flat at +0.6% Year-to-Date (YTD), with activity in June down -6.4% Year-over-Year (YOY). When taking a historical lookback, 2024 mid-year YTD activity was up +4.9% compared to 2022 and flat at -1.5% compared to 2021.
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  • Innovate Like You Mean It
    Innovate Like You Mean It

    87% of C-Suite executives feel pressured to implement Gen AI solutions now

    As many as nine-tenths (87%) of C-Suite executives feel under pressure to rapidly implement generative AI (Gen AI) solutions at speed and scale, according to the latest research from RWS.
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