Emerging Trends

  • What Women Say About Their Finances & Retirement
    What Women Say About Their Finances & Retirement

    American women report economic stress, worry about how they will afford future health costs and retirement

    A national survey of women ages 25+, commissioned by the National Council on Aging (NCOA) and Women's Institute for a Secure Retirement (WISER), finds that American women continue to face significant economic stress, and they are concerned about how to pay for health care and other daily expenses in retirement.
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  • 2024 Budgeting Survey
    2024 Budgeting Survey

    69% of Americans with a budget cite increasing costs as the biggest challenge they currently face when trying to stick to a budget

    Having a budget is extremely important for financial success. It gives you a greater understanding of how far your income can go and allows you to plan out exactly how you use your money. It can help you be more mindful of saving and investing while limiting unnecessary purchases. That said, creating a budget and…
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  • Generative AI In Healthcare
    Generative AI In Healthcare

    Over two-thirds of U.S. physicians have changed their mind, now viewing GenAI as beneficial in healthcare

    A new Wolters Kluwer Health survey released today finds that 40% of U.S. physicians are ready to use generative AI (GenAI) this year when interacting with patients at the point-of-care.
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  • Planning Is Changing To Meet A New Vision Of Retirement
    Planning Is Changing To Meet A New Vision Of Retirement

    Seven in 10 pre-retiree investors say retirement at 65 is not achievable

    As more Americans begin turning 65 this year than at any other point in history, many are coming to grips with a cold reality: this is not going to be their parents' retirement.
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  • Bridging The Financial Literacy Gap Through Credit Education
    Bridging The Financial Literacy Gap Through Credit Education

    Personal finance knowledge gaps are leading to costly mistakes

    Lack of financial knowledge is leading to costly financial missteps for many Americans according to new research released today by Experian®.
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  • State Of Financial Education
    State Of Financial Education

    Number of U.S. public high school students guaranteed to take a personal finance course on track to double to 53% by 2030

    The number of states guaranteeing a Personal Finance course to high school students grew from 17 to 25 in the last year. The new 2024 State of Financial Education Report from nonprofit Next Gen Personal Finance and researchers at Montana State University outlines what that means for the future of financial education and where glaring…
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  • 2024 Tax Filing Season
    2024 Tax Filing Season

    How consumers use their tax refund

    Tax season is in full swing in the U.S., with many Americans looking forward to their potential tax refunds. With 50% of U.S. adults expecting to receive a tax refund this year, Lincoln Financial Group (NYSE: LNC) conducted a comprehensive survey to explore how they plan to allocate their tax refunds to help guide informed…
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  • The Gray Work Index
    The Gray Work Index

    Understanding our productivity gap in 2024

    If you find yourself working harder, and longer, than ever, trapped inside workflows and processes that make you feel less productive than before, you are not alone. According to a recent survey by Quickbase, the software application platform for dynamic work management, over half (54%) of 1923 workers in the US and UK feel it…
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  • CFO Optimism Climbs To Highest Level In Nearly Three Years
    CFO Optimism Climbs To Highest Level In Nearly Three Years

    Technology can improve monthly close processes

    A new survey from Grant Thornton LLP, one of America’s largest providers of audit and assurance, tax and advisory services, revealed that chief financial officers (CFOs) are more optimistic about the U.S. economy than they’ve been in nearly three years.
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  • Employers Are Taking Cost Action With Healthcare Navigation
    Employers Are Taking Cost Action With Healthcare Navigation

    Only 22% of employers fully trust that digital health tool vendors are acting in the employer’s best interest

    Employer Benefits News (EBN), a primary media resource for decision-makers in the world of employee benefits, human resources and workplace culture, announced today the findings of its State of Healthcare 2024 study, sponsored by Quantum Health, the industry-leading healthcare navigation and care coordination company to over 500 self-insured employers and supporting over 3 million active…
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  • The Millennial Approach To Estate Planning
    The Millennial Approach To Estate Planning

    From financial strains to future gains-- how a generation is preparing for the the unpredictable

    Trust & Will, the leading digital estate planning and settlement platform in the U.S., releases the findings of its fourth annual Millennial Estate Planning Study, providing insight from nearly 15,000 Millennials on end-of-life and estate planning preferences.
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  • Managers Rebalance Product Rationalization Efforts As Advisors Seek Active And Passive Products
    Managers Rebalance Product Rationalization Efforts As Advisors Seek Active And Passive Products

    Financial advisors see merits of allocating to both active and passive funds

    Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry and imperative to the product rationalization process, according to the latest Cerulli Edge—The Americas Asset and Wealth Management Edition.
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  • Two-Thirds Of Middle-Income Americans Feel School Failed Them On Financial Education
    Two-Thirds Of Middle-Income Americans Feel School Failed Them On Financial Education

    60% say they are not saving enough for retirement

    Primerica, Inc. (NYSE: PRI), a leading provider of financial services and products in the United States and Canada, released its Financial Security Monitor™ (FSM™) survey for the first quarter of 2024, revealing two-thirds (66%) of middle-income Americans feel their education did not adequately prepare them to manage their finances as adults, with a notable discrepancy…
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