Emerging Trends

  • As The Fear Gauge Ticks Up, Alt-Investments Appear Robust
    As The Fear Gauge Ticks Up, Alt-Investments Appear Robust

    Alternative investment allocators likely to increase allocations to less liquid strategies, embrace new managers

    While the “fear gauge” that tracks market volatility has remained at elevated levels since the onset of the pandemic, those who allocate alternative investment dollars for large investors are showing no signs of skittishness, according to the Alternative Investment Allocator Survey conducted by leading law firm Seward & Kissel. The survey found that allocators are…
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  • Investing In Women
    Investing In Women

    How those committed to gender diversity can align their investments with their values

    When it comes to business and investing, gender diversity is still an aspiration. On the business side, just 5% of Russell 3000 companies have a woman as chief executive, and just 18% of board members are women. When it comes to personal finance, only 29% of women see themselves as investors, according to a recent…
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  • Did The Crisis Of 2020 Accelerate Financial Fraud?
    Did The Crisis Of 2020 Accelerate Financial Fraud?

    How those tasked with prevention were thwarted by work-from-home protocols

    As cases of fraud and money laundering rose during the pandemic last year, banks in the UK faced unforeseen challenges. In a new study by global analytics software provider FICO and independent research firm OMDIA, 79 percent of respondents from UK banks said that working from home had a high or major impact on the…
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  • Corporate Pension Performance For FY 2020 Improves Slightly Over FY 2019
    Corporate Pension Performance For FY 2020 Improves Slightly Over FY 2019

    At 88.4% funded, experience nearly matching growth in both assets and liabilities in 2020

    Milliman, Inc., a premier global consulting and actuarial firm, today released the results of its 2021 Corporate Pension Funding Study (PFS), which analyzes the 100 largest U.S. corporate pension plans. This marks the 21st consecutive year in which the report has been published.
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  • For ESG Investing In The U.S., Women Are Leading The Way
    For ESG Investing In The U.S., Women Are Leading The Way

    Responsible investing is poised to become a dominant strategy

    The winds of investing in the U.S. are shifting and women are a driving force behind the change. A recent client survey conducted by RBC Wealth Management – U.S. shows that responsible investing, namely Environmental, Social and Governance (ESG), is gaining traction. Women are leading the charge for ESG investing and are more likely to…
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  • Economic Optimism Index Continues To Inch Closer to Pre-Pandemic Level
    Economic Optimism Index Continues To Inch Closer to Pre-Pandemic Level

    National outlook climbs again, reaching highest mark since January 2004, while Presidential Leadership dips

    The IBD/TIPP Economic Optimism Index, a leading national poll on consumer confidence, today revealed that consumer confidence is up for the fourth consecutive month. After hitting 55.4 last month, the index rose another 1.8% to 56.4, moving closer to the February 2020 pre-COVID reading of 59.8. For the IBD/TIPP indexes, a reading above 50.0 signals…
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  • Has A White Swan Turned Investors Green?
    Has A White Swan Turned Investors Green?

    ESG disclosures are starting to align with investor demands as Companies become more accountable, ambitious

    A new global survey of companies and institutional investors commissioned by ING shows the COVID-19 pandemic as a 'white swan' moment, which has accelerated the majority of companies' green transformation plans.
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  • Spender, Saver or Investor?
    Spender, Saver or Investor?

    Understanding the ‘personality’ of HSA accounts

    TIAA, the leading provider of financial services in the academic, research, medical, cultural and government fields, today launched its Health Savings Account (HSA) Resource Center, developed to engage and educate people on how to make their health savings work for them at different life stages.
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  • The New Productivity Agenda
    The New Productivity Agenda

    Financial institutions spend 14% of operating costs on change management

    Financial institutions are spending, on average, 14% of annual operating costs on change management functions in order to drive greater productivity gains, a new PwC study has shown.
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  • Although 82% of Americans Say Past Year Impacted Their Retirement Plans, They Are Cautiously Confident
    Although 82% of Americans Say Past Year Impacted Their Retirement Plans, They Are Cautiously Confident

    Americans split on how long it will take to get back on track, ranging from 1 - 4+ years

    As more than one year has passed since the start of the pandemic and with the increasing availability of vaccines, many Americans are focusing on the future, including sizing up their prospects for retirement. The need is real.
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  • Pandemic Reveals Demand For Virtual & Self-Serve 401(k) Education
    Pandemic Reveals Demand For Virtual & Self-Serve 401(k) Education

    Workers prefer holistic personal finance help over plan-specific topics

    New data from Schwab Retirement Plan Services reveals worker preferences in retirement education that can help employers more effectively support their employees’ financial health in post-pandemic times.
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  • Will Work From Home Become A New Norm For Employees?
    Will Work From Home Become A New Norm For Employees?

    How COVID-19 has created new thinking on the viability of remote workforce

    With 71% of people whose jobs can be done remotely working from home all or most of the time during the COVID-19 pandemic, the personal-finance website WalletHub today released its report on the Best States for Working from Home, as well as accompanying videos, in order to highlight which areas are thriving and which are…
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  • The Emerging, And Civil, Role Of Divorce Mediation
    The Emerging, And Civil, Role Of Divorce Mediation

    The impact of divorce on a retirement plan can be devastating enough without a protracted legal battle

    The decision to get divorced is often not an easy one. But what happens when you don’t want a full-blown series of court cases surrounding this experience? Rather than seeking divorce advice from your friends and a DIY solution, you can turn to mediation.
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