Investments

  • Tax Policy is a Top-Of-Mind For Advisors and Financial Professionals
    Tax Policy is a Top-Of-Mind For Advisors and Financial Professionals

    Why 75% say it is their clients’ biggest concern

    As lawmakers in Washington debate new proposals for taxing wealth transfer, capital gains and the income of top earners, tax policy remains a top concern for advisors, financial professionals and the clients they serve, according to Nationwide’s latest survey about the impact of the administration’s proposed policies.
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  • New Consumer Pricing Trends For Life Insurance
    New Consumer Pricing Trends For Life Insurance

    Data shows pricing stability, despite uptick in U.S. death rate

    Policygenius, the nation's leading online insurance marketplace, announced today the May data release of the Policygenius Life Insurance Price Index, which displays average monthly life insurance rates using current data from leading life insurance carriers. New data from this free index is published on a monthly basis to illuminate pricing trends for consumers.
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  • How Risky Is Cash?
    How Risky Is Cash?

    Be prepared: If inflation kicks up, you could end up losing purchasing power

    The headline is a trick question, of course. When you leave money in cash—whether in a savings or checking account, or under the mattress, it's not at risk of losing market value like money you invest in stocks. But there is a risk, one that you didn't have to worry much about for decades, but…
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  • Strong Economic Factors Drive First Quarter Annuity Sales Growth
    Strong Economic Factors Drive First Quarter Annuity Sales Growth

    Rising rates, market gains spur sales

    Rising interest rates and continued market gains spur growth in the U.S. annuity market. In the first quarter 2021, total annuity sales were $60.9 billion, a 9% increase from first quarter 2020, according to preliminary results from the Secure Retirement Institute® (SRI®) U.S. Individual Annuity Sales Survey.
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  • Estimated $15 Billion Tax Hike Manageable for US Banks
    Estimated $15 Billion Tax Hike Manageable for US Banks

    Though, in the short term, could have a material effect on quarterly earnings

    A potential increase to the U.S. corporate tax rate to 28% from the current 21% could create a moderate drag on bank earnings and cost FDIC-insured banks over $15 billion per year in aggregate, says Fitch Ratings.
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  • Monroe Capital Closes $455 Million Collateralized Loan Obligation Transaction
    Monroe Capital Closes $455 Million Collateralized Loan Obligation Transaction

    Secured by a portfolio of middle market senior loans

    Monroe Capital LLC (“Monroe”) today announced the closing of a $455 million term debt securitization known as Monroe Capital MML CLO XI, LTD. The term financing was Monroe’s sixth CLO completed since March 2018 and is secured by a portfolio of middle market senior secured loans.
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  • A New Age Of Mutualization
    A New Age Of Mutualization

    How financial firms are leveraging data-driven, flexible architecture to innovate and optimize operations

    As the financial services industry confronts the new realities of a post-pandemic era, many firms are beginning to shift toward mutualization models for their technology and operations, according to a new whitepaper released today by global Fintech leader Broadridge Financial Solutions, Inc.
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  • 2021 Graduation Report: The State Of Student Debt
    2021 Graduation Report: The State Of Student Debt

    How Covid-19 helped Improve financial literacy among young people

    With graduation season upon us and student debt at a record $1.7 trillion, the personal-finance website WalletHub today released a report on the Cities with the Most & Least Student Debt in 2021 (accompanying videos and audio files), along with a nationally representative Student Money Survey.
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  • Investor Positions Slightly Lower in April, Though Still Historically High
    Investor Positions Slightly Lower in April, Though Still Historically High

    Strong earnings and economic data, low volatility and continued reopenings help drive markets

    The Investor Movement Index® (IMXSM) decreased .85 percent to 8.14 in April, down from its March score of 8.21. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets.
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  • Quantifying The Cost Of Care In Retirement
    Quantifying The Cost Of Care In Retirement

    A couple retiring today will need $300,000 to cover medical expenses, an 88% increase since 2002

    According to Fidelity, a 65-year old, opposite-gender couple retiring this year can expect to spend $300,0003 in health care and medical expenses throughout retirement. For single retirees, the 2021 estimate is $157,000 for women and $143,000 for men.
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  • Canadian Wealth Management Firms Must Show Commitment To ESG Investing To Grow Business
    Canadian Wealth Management Firms Must Show Commitment To ESG Investing To Grow Business

    Investors more likely to invest more with firms committed to ESG

    With nearly $700 billion in financial assets poised to be transferred to the next generation in Canada by 2026, full-service wealth management firms need to do a better job of catering to the needs and values of this emerging demographic of younger investors or risk losing current and future business.
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  • Covid, Cyber, Compliance & ESG Top Risk Concerns For Financial Services Sector
    Covid, Cyber, Compliance & ESG Top Risk Concerns For Financial Services Sector

    Compliance issues are already one of the biggest drivers of claims and the burden is growing – particularly around ESG factors and climate change

    Financial institutions and their directors have to navigate a rapidly changing world, marked by new and emerging risks driven by cyber exposures based on the sector’s reliance on technology, a growing burden of compliance, and the turbulence of Covid-19.
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  • Finding Opportunities For Positive Change In A Challenging Year
    Finding Opportunities For Positive Change In A Challenging Year

    How investors came together to harness the power of finance to build a better world—despite the world 2020 delivered

    Domini Impact Investments LLC, a women-led impact investment firm, has published the Domini Funds 2020 Impact Report, which highlights how investors came together to harness the power of finance to build a better world—despite the world 2020 delivered.
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