Emerging Trends

  • 2024 Sustainability Action Report
    2024 Sustainability Action Report

    US companies increase focus on sustainability talent amid ongoing challenges with data quality

    More than three-quarters of executives have seen significant or moderate progress towards their sustainability goals in the past year, according to Deloitte's 2024 "Sustainability Action 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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  • 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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  • 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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  • 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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  • Changes In Inflation By City
    Changes In Inflation By City

    The year-over-year inflation rate sits at 3% as of June 2024

    With the year-over-year inflation rate at 3% in June, the personal-finance website WalletHub today released its updated report on the Changes in Inflation by City, as well as expert commentary.
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  • Ready to Retire?
    Ready to Retire?

    Americans who consult advisors can expect to retire two years earlier

    Americans who work with a financial advisor expect to retire two years earlier and feel significantly more confident about their financial preparedness for the future.
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  • More than One-Third of Financial Advisors Open to Changing Firms
    More than One-Third of Financial Advisors Open to Changing Firms

    True loyalty achieved by meeting core needs and having strong cultural connection

    The aging U.S. financial advisor population, industry consolidation and slowing organic growth rates create potential challenges for future advisor retention.
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  • Falling Mortgage Rates, Rising Supply Create Opportunity for Homebuyers This Summer
    Falling Mortgage Rates, Rising Supply Create Opportunity for Homebuyers This Summer

    Buyers on a $3,000 monthly budget have gained over $20,000 in purchasing power since mortgage rates peaked in the spring

    A homebuyer on a $3,000 monthly budget can afford a $447,750 home with a 6.85% mortgage rate, the daily average as of July 11, according to a new report from Redfin (redfin.com), the technology-powered real estate brokerage.
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  • 2024 Midyear Market Outlook: Still Waiting For The Turn
    2024 Midyear Market Outlook: Still Waiting For The Turn

    Remarkable resilience is tempered by consumer spending and labor market trends

    LPL Financial LLC today released its 2024 Midyear Outlook, “Still Waiting for the Turn.” Expanding on LPL Research’s 2024 Outlook, “A Turning Point,” this midyear update offers fresh insights into the economic and market landscape, along with the potential impact for investment portfolios.
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  • Seventy One Percent Of Asset Managers Prioritize Distribution Efforts
    Seventy One Percent Of Asset Managers Prioritize Distribution Efforts

    Being Quick To Market With Tailored Products Key To Retaining Or Growing Marketshare

    Asset managers are eager to establish themselves in new markets and are prioritizing broadening product distribution and creating new investment vehicles, according to the latest Cerulli Edge—U.S. Managed Accounts Edition.
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  • Advisor Optimism Around Inflation Is Slipping
    Advisor Optimism Around Inflation Is Slipping

    While more bearish on inflation in the next twelve months, most believe a recession is unlikely

    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.
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