- When Vision And Value Collide
As financial services firms try to build the firm of the future, skepticism persists
Financial services firms are trying to build the firm of the future, but their lack of progress is stoking deep skepticism among investors, according to Oliver Wyman’s annual State of the Financial Services Industry report.
read more - 2020 Outlook: Moderate Global Returns Amid Slow, But ‘Good Enough,’ Global Growth
Moderation, not fear, will guide investors
Northern Trust, a leading global asset manager with US $1.2 trillion in assets under management, believes moderation, not fear, will be rewarded in 2020.
read more - Moody’s – Global Life Insurance Outlook is Stable as Insurers Adapt to Low Interest Rates
Moody's outlook for the global life insurance sector in 2020 is stable
The outlook for the global life insurance sector is stable, reflecting insurers' solid regulatory capital and relatively conservative investment portfolios, and their efforts to adapt their products to a low interest rate environment, Moody's Investors Service said in a report published today.
read more - In Search Of Diversification, Yield and Return
J.P. Morgan releases 2020 alternatives outlook to help Clients identify alternative investments
J.P. Morgan Asset Management today released its second annual Global Alternatives Outlook, providing a 12-18-month outlook across key alternative asset classes and highlighting the views of the CEOs, CIOs and strategists from the firm's 15 distinct alternatives investment engines.
read more - Recruit, Retain: Upskill & ReSkill
Nationwide announces a five-year, $160M Future of Work investment
In a rapidly-changing business environment and competitive job market, businesses are looking to attract and retain talent to help them deliver on their mission, and workers are looking for a company that is values-based and values them. Workers are also seeking employers who will partner with them in preparing for their futures.
read more - 40% of Older Americans Rely Solely on Social Security for Retirement Income
Only 7% of Retirees Have Ideal Situation of Income from Three Sources: Social Security, Pension & Savings
Only a small percentage of older Americans, seven percent, receive income from Social Security, a defined benefit pension, and a defined contribution account. Retirement income from these three sources is widely considered to be the ideal situation to ensure retirement security, particularly for the middle class. Retirees with these three sources of income are far…
read more - Poll: Economic Optimism Holding Strong to Kick Off 2020
Financial Stress Index hits record low and National Outlook Index gets a boost while Presidential Leadership Index yields mixed results
The IBD/TIPP Economic Optimism Index, a leading national poll on consumer confidence, continued to reflect positivity in January, rising 0.7% to 57.4.
read more - It’s Not You, It Really Is Me
Nearly all Americans confess they can improve their relationship with money
According to financial services firm Edward Jones’ survey, Relationship with Money, while 81% of Americans say they feel in control over their current financial situation, they admit a mix of emotions when it comes to their money.
read more - Bulls Charging Into New Year, But Concerns Linger
Despite rising geopolitical tensions and recession concerns, investors think the market will rise this quarter, but recognize the bull run won’t last forever
E*TRADE Financial Corporation today announced results from the most recent wave of StreetWise, the E*TRADE quarterly tracking study of experienced investors. Results indicate increasingly bullish investor views...
read more - Further Gains for Stocks…
Despite geopolitical currents, and a weaker than expected jobs-report, indices rise
The market had a choppy five days, with traders reacting to geopolitical developments and weaker-than-expected jobs data. Even so, the three major U.S. equity indices posted weekly gains and continued their strong start to the new year. During Friday's trading session, the Dow Jones Industrial Average topped 29,000 for the first time.
read more - ACLI President: Elitist Proposal Denies Choices To Bay State Retirement Savers
Understanding the fiduciary-only standard
American Council of Life Insurers (ACLI) President and CEO Susan Neely published the following opinion piece today on ACLI's news and views site, IMPACT, about Massachusetts's proposed fiduciary standard...
read more - Y2K to Now: The Top Trends That Shaped the Past Two Decades
The marketplace's "Top Shopped" retrospective unveils the biggest and most iconic milestones
The marketplace’s “Top Shopped” retrospective unveils the biggest and most iconic milestones Data defined by eBay search and sales data reveals the trends that shaped consumer spending over the past decade SAN JOSE, Calif., Jan. 1, 2020 /PRNewswire/ — With the end of the decade upon us, eBay took a retrospective look back at the…
read more - The Future Of Insurance…
A new decade of change and innovation awaits
by Denise Garth
Prior to the holidays, we published our newest thought leadership report, Future Trends – Looking Back and Leaping Forward, and hosted a webinar that covered this report as well as early highlights from our upcoming 2020 Strategic Priorities research.
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