Emerging Trends

  • Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for October 2020
    Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for October 2020

    While money market funds saw outflows of nearly $50 billion, marking the fifth consecutive month of outflows from those funds

    Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for October 2020. In the lead up to November's elections, long-term mutual funds and ETFs collected $13 billion in October—on par with inflows from September and marking the seventh consecutive month of inflows.…
    read more
  • What Are The Ingredients to Living Healthier, Longer, Better Lives?
    What Are The Ingredients to Living Healthier, Longer, Better Lives?

    People adopting key behaviors report greater resilience to adapt to the Impact of COVID-19

    People adopting key behaviors report greater resilience to adapt to the Impact of COVID-19 HONG KONG, Nov. 30, 2020 /PRNewswire/ — AIA Group Limited today released findings from a ground-breaking research initiative, “Healthier Together”, revealing eight key ingredients that enable people to live “Healthier, Longer, Better Lives” – the same behaviors and actions that help…
    read more
  • 72% Of Americans Now Plan to Work In Retirement
    72% Of Americans Now Plan to Work In Retirement

    As more and more are feeling income shocks and waning confidence in their finances

    The latest SimplyWise Index found that 62% of Americans are more concerned about their retirement today compared to a year ago--up from 56% this May. This may be due to COVID-19-related unemployment and economic uncertainty which, like the pandemic itself, have disproportionately affected minorities and older workers.
    read more
  • Ready for a Bear Market?
    Ready for a Bear Market?

    Investors differ on what constitutes a bear market, and few are equipped to handle it

    The stock market can be a bear. As it cycles through both bull and bear stages, investor attitudes shape how they react to events. Still, many are unclear about stock market cycles and may be ill-equipped to assess the impact of major economic events such as the pandemic or the election, explains MoneyRates.com.
    read more
  • Gender Gap in Retirement-Planning
    Gender Gap in Retirement-Planning

    Working with a retirement planner can help couples feel they share a good financial understanding with their spouse or significant other

    As cries for equal compensation ring loudly ahead of Equal Pay Day on November 2, MoneyRates.com's survey of 1,000 men and women reveals a retirement-planning gap exists in addition to the known wage gap. With reports of tensions already running high among couples during the COVID-19 pandemic, many may not think turning to a financial…
    read more
  • 85% of U.S. Senior Survey-Respondents Plan to Take COVID-19 Vaccine
    85% of U.S. Senior Survey-Respondents Plan to Take COVID-19 Vaccine

    Barriers to adoption may include perceived cost, potential side effects and expected availability

    Today, Tivity Health® Inc. (Nasdaq: TVTY), a leading provider of health improvement solutions, including SilverSneakers®, the nation's leading community fitness program for older adults with 16 million eligible members nationwide, unveiled the results of a nationally representative survey of its SilverSneakers members, with almost 4,000 seniors responding from 49 U.S. states. The SilverSneakers Pulse survey…
    read more
  • Politics & Portfolios
    Politics & Portfolios

    Post-election economic & market views among Republicans and Democrats

    E*TRADE Politics & Portfolios Study reveals economic and market views among republican and democrat investors post election. While Republicans and Democrats diverge on economic outlook, a significant portion of both parties is not bullish on the market
    read more
  • Advisors More Likely to Consider Outsourcing Due to COVID-19
    Advisors More Likely to Consider Outsourcing Due to COVID-19

    There are several ways non-investment outsourcers are gaining efficiencies

    Northern Trust Asset Management’s FlexShares Exchange Traded Funds (ETFs) today released its sixth biennial study on financial advisors’ views and adoption of external investment management services. First conducted in 2010, this year’s survey reveals that while the overall percentage of advisors who outsource investment management is consistent over the past decade, the way that advisors…
    read more
  • Kaplan Company Announces Launch Of The Accredited Behavioral Finance Professional Program
    Kaplan Company Announces Launch Of The Accredited Behavioral Finance Professional Program

    First advisor-focused behavioral finance designation from an accredited college or university

    With new data showing that 90% of financial professionals believe that behavioral finance training would help them build their client base and deepen relationships with existing clients, the College for Financial Planning®—a Kaplan Company, today announced the launch of the Accredited Behavioral Finance Professional℠ program (ABFP℠), the first advisor-focused behavioral finance designation from an accredited…
    read more
  • Healthcare Workers and Trauma: Why COVID-19 Is the “Perfect Storm”
    Healthcare Workers and Trauma: Why COVID-19 Is the “Perfect Storm”

    A gritty and resilient lot, many are now struggling with PTSD

    A gritty and resilient lot, many are now struggling with PTSD Mark Goulston, MD, and Diana Hendel, PharmD, explain why—and explore some of the “storm factors” that have come together in such a devastating way. Nashville, TN (November 2020)—Healthcare professionals are no strangers to stress. They must regularly field huge challenges, rapid changes, and the…
    read more
  • Cyber Crime Costs Continue To Rise
    Cyber Crime Costs Continue To Rise

    Internal failures are the most frequent cause of cyber claims for companies

    External attacks on companies result in the most expensive cyber insurance losses, but it is employee mistakes and technical problems that are the most frequent generator of claims by number, according to a new report from Allianz Global Corporate & Specialty (AGCS), Managing The Impact Of Increasing Interconnectivity – Trends In Cyber Risk. The study…
    read more
  • What Are The Challenges Facing Low Income Americans And Retirement Security?
    What Are The Challenges Facing Low Income Americans And Retirement Security?

    Many rely heavily on Social Security, while a wealth-gap grows between homeowners and renters

    Previous research has shown that low-income Americans rely heavily on Social Security income in retirement. In addition to this, there is a large wealth gap between homeowners and renters — the Harvard Joint Center for Housing Studies found that older homeowners in the lowest quarter of income-earners had non-housing wealth of $12,500, while older renters…
    read more
  • Value of Financial Wellness Programs On Display During Pandemic
    Value of Financial Wellness Programs On Display During Pandemic

    Clients seek security in the face of uncertainty & volatility

    When faced with economic uncertainty and market volatility at the onset of the COVID-19 pandemic, employees flocked to company financial wellness programs—financial resources and experts they knew were at the ready to utilize immediately.
    read more