Investments

  • Managed Account Platform Consolidation Is Happening, Albeit Slowly
    Managed Account Platform Consolidation Is Happening, Albeit Slowly

    Sponsors must create a path of least resistance to spur advisor adoption

    Since 2020, the segment of platform sponsors that report having achieved a single platform architecture has increased from 14% to 30%, while those indicating ongoing stasis in a multi-platform environment has fallen from 32% to 20%.
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  • RIA Economic Outlook Index
    RIA Economic Outlook Index

    Advisor optimism around inflation is slipping

    While Registered Investment Advisors (RIAs) report a similar level of economic confidence compared to the first quarter of the year, nearly half now believe that stock market volatility will be higher over the next 12 months than it was in 2023, according to the Second Quarter Economic Outlook Index released today by Security Benefit in…
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  • Ready to Retire?
    Ready to Retire?

    Americans who consult advisors can expect to retire two years earlier

    Americans who work with a financial advisor expect to retire two years earlier and feel significantly more confident about their financial preparedness for the future.
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  • Corporate Pension Funded Status Sees Sixth Straight Month Of Improvement
    Corporate Pension Funded Status Sees Sixth Straight Month Of Improvement

    Milliman PFI funding ratio rises to 103.7% as of June 30

    Milliman, Inc., a premier global consulting and actuarial firm, today released the results of its latest Milliman 100 Pension Funding Index (PFI), which analyzes the 100 largest U.S. corporate pension plans.
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  • 2024 Midyear Market Outlook: Still Waiting For The Turn
    2024 Midyear Market Outlook: Still Waiting For The Turn

    Remarkable resilience is tempered by consumer spending and labor market trends

    LPL Financial LLC today released its 2024 Midyear Outlook, “Still Waiting for the Turn.” Expanding on LPL Research’s 2024 Outlook, “A Turning Point,” this midyear update offers fresh insights into the economic and market landscape, along with the potential impact for investment portfolios.
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  • Seventy One Percent Of Asset Managers Prioritize Distribution Efforts
    Seventy One Percent Of Asset Managers Prioritize Distribution Efforts

    Being Quick To Market With Tailored Products Key To Retaining Or Growing Marketshare

    Asset managers are eager to establish themselves in new markets and are prioritizing broadening product distribution and creating new investment vehicles, according to the latest Cerulli Edge—U.S. Managed Accounts Edition.
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  • Insights Into Investor Mindsets
    Insights Into Investor Mindsets

    From investment considerations in an election year to watching the Fed’s next move, what's impacting the market?

    Today, Lincoln Financial Group (NYSE: LNC) released its quarterly edition of Market Intel Exchange, a comprehensive analysis of market trends and themes currently on the minds of investors, curated from the company’s investment expertise and industry-leading asset management partnerships. In conjunction with the Market Intel Exchange, Jayson Bronchetti, Chief Investment Officer, shares a high-level overview…
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  • Despite Cost & Hiring Challenges, CFOs More Optimistic Than Ever
    Despite Cost & Hiring Challenges, CFOs More Optimistic Than Ever

    With faith in the U.S. economy, confidence in growth and expectations for profits

    A new survey from Grant Thornton, one of America’s largest brands for audit, assurance, tax, and advisory services, revealed that chief financial officers (CFOs) are optimistic about the U.S. economy.
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  • The Great Disconnect
    The Great Disconnect

    Work Futures study reveals critical gaps between workers and employers on AI, culture, and upskilling/reskilling

    Dexian, a leading provider of staffing, IT, and workforce solutions, today announced the findings of its 2024 Work Futures Study. The research uncovers a significant disconnect between what workers want and need and what employers are delivering – from the role of tech/AI in the hiring process, the importance of cultural fit, and preferences in…
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  • Corporate Restructurings Set to Accelerate Over the Next Two Years
    Corporate Restructurings Set to Accelerate Over the Next Two Years

    Regulations favoring liquidation over rehabilitation seen as biggest challenge

    The volume of new corporate restructuring mandates is set to continue rising over the next two years as distressed companies grapple with geopolitical uncertainty, tightening interest rates, and new regulatory challenges, according to new research commissioned by CSC, the world’s leading provider of global business administration and compliance solutions.
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  • 2024 State of the States Municipal Credit Report
    2024 State of the States Municipal Credit Report

    Outlook shifts to “stable” in anticipation of return to pre-pandemic fiscal conditions

    Conning, a leading global investment management firm, today released its annual State of the States Report that analyzes municipal credit across all 50 states.
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  • Sizing U.S. Wealth: Who Has It Now; Who Will Inherit
    Sizing U.S. Wealth: Who Has It Now; Who Will Inherit

    Only 45% customer relationships get any combination of advice and service from financial firms; market not getting advice or service translates to $11 trillion

    Most growth in U.S. wealth is concentrated in older households with the majority of wealth transfer over the next decade projected to be from the Silent generation to Gen X, according to a new market sizing report by Hearts & Wallets, the independent data and benchmarking firm that specializes in saving, investing and financial advice.
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  • 33% Of ‘Sandwich Generation’ Say Their Circumstance Has Helped Them Buy A Home
    33% Of ‘Sandwich Generation’ Say Their Circumstance Has Helped Them Buy A Home

    Roughly one in six Americans falls into the ‘Sandwich Generation’, meaning they are caring for their children and their parent(s)/grandparent(s) at the same time

    According to new research from Realtor.com®, 17% of Americans say they are taking care of their children (under 18) and parent(s)/grandparent(s) at the same time ("Sandwich Generation") and for a third of them, the impact of being in the middle has led to homeownership.
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