- America’s Retirement Preparedness Level Declines Amid Continued Volatility
Millennials experienced greatest decline in preparedness among generations since study last conducted in 2020, despite highest increase in income
Fidelity Investments® today released its latest Retirement Savings Assessment, revealing a decline in retirement readiness as American savers continue to navigate market volatility and disruption.
read more - Wellbeing & Your Wallet
49% of consumers optimistic about their financial futures
Affinity Federal Credit Union (“Affinity”) released findings from the debut installment of its Wellbeing and Your Wallet Index. The Index captures consumer sentiment around their overall financial wellbeing, a cornerstone of the culture within Affinity’s community, and analyzes results from a 42-question survey completed by 3,001 individuals in New Jersey, New York, Connecticut and Pennsylvania.
read more - Keeping Pace With Employee Expectations: The Role Of Leave And Disability Management
Formal leave and disability programs better prepared employers for shifting worker needs
Workforce trends have evolved significantly over the past few years, as COVID-19, social upheaval and economic uncertainty have led to changes in what workers expect. A recent study found that 59% of U.S. employers didn’t feel fully prepared to meet their employees’ changing needs and expectations. However, employers with formal leave and disability management programs…
read more - All Life Sales Up, As IUL Steals The Show
Wink, Inc. releases fourth quarter, 2022 life sales results
Wink, Inc. released the fourth quarter, 2022 life sales results in its 102nd edition of Wink’s Sales & Market Report. Wink’s Sales & Market Report is the insurance industry’s #1 resource for life insurance sales data, since 1997.
read more - More Than 1 In 5 U.S. Adults Have Considered Leaving Their Job In The Last Year To Be Self-Employed
New research uncovers insights on attitudes towards independent work as well as benefits and challenges of being an independent business owner
HoneyBook, the leading clientflow management platform for independent businesses, today announced new data on the state of independent work. The study, conducted by The Harris Poll on behalf of HoneyBook earlier this year, found that current economic uncertainty is encouraging more adults to consider self-employment in 2023 and that independent business owners have greater pride…
read more - Can Employers Afford Not To Care?
‘Care’ is a key driver of life and job satisfaction – and not prioritizing it is causing major issues in the workplace
The Great Resignation, quiet quitting, and labor hoarding are among the buzzy workplace trends ignited by one common theme: a lack (or perceived lack) of care for employees.
read more - Retirement Disruptors To Watch By 2030
Survey of plan sponsors, financial professionals reveals predictions, challenges, and opportunities for the future of retirement
A new survey from Principal Financial Group® identifies the leading disruptors to the retirement industry that employers and financial professionals believe will reshape plans, services, and solutions by 2030.
read more - Closing The Gender Gap In Retirement Savings
Women significantly lag behind men in retirement savings
T. Rowe Price, a global investment management firm and a leader in retirement, today published the latest findings of its annual Retirement Savings and Spending study, which found women lag far behind men in terms of retirement contributions, savings, and confidence.
read more - Guide To Retirement
Examining the impacts of the SECURE 2.0 Act, importance of staying invested through volatility, and need to align your portfolio to long-term financial goals
J.P. Morgan Asset Management today released the 11th edition of its annual Guide to Retirement, analyzing the most significant issues impacting retirement to help advisors and their clients, and DC plan participants make informed planning decisions and take positive actions to achieve a comfortable retirement.
read more - Current And Future State Of AI Solutions For The Workforce
Survey by The Health Management Academy reveals accelerating use of AI to overcome workforce challenges
Given the severity of labor shortages and staffing constraints facing health systems nationwide, C-suite executives are turning to artificial intelligence (AI) to fill gaps and improve productivity, according to a recent survey conducted by The Health Management Academy (The Academy) with support from Outbound AI.
read more - Broker/Dealers Must Respond To Shifting Advisor Preferences
Advisors seek flexibility and lower-cost products
Broker/dealer (B/D) revenues continue to face headwinds as advisors escalate their preferences for passive products, avoiding the revenue-sharing payments that asset managers have depended on for so long. Asset managers must make available separately managed accounts (SMAs), exchange-traded funds (ETFs), environmental, social, and governance (ESG)-oriented products, and other portfolio elements that appeal to advisors’ needs…
read more - Tax Tips & Updates For 2023
Niagara University Professor of Accounting Lei Han, Ph.D., CPA, provides tax tips for 2023 and this year's updates filers need to know
by: Lei Han
Niagara University Professor of Accounting Lei Han, Ph.D., CPA, provides tax tips for 2023 and this year's updates filers need to know
read more - Keeping Up With Inflation
Niagara University economist comments on inflation report
The February inflation report was mostly inline with economists' expectations, containing both positive and negative signals for the Fed's ongoing efforts to bring inflation closer to its 2% target.
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