- Inflation May Be Easing, But Inflation Fears Aren’t
85% of American investors are worried about inflation impacting their financial future, up from 79% in 2022
F&G Annuities & Life, Inc. (NYSE: FG) (“F&G”), a leading provider of insurance solutions serving retail annuity and life customers and institutional clients, noted that 85% of American investors are worried about inflation impacting their financial future, up from 79% in 2022, according to the Company’s fourth annual Risk Tolerance Tracker.
read more - Women, Money, & Relationships
How women engage with money — and what changes with relationship status
Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today released a study that shows how changes in relationships can impact financial behaviors and mindsets for women.
read more - Physical Operations Businesses Are Facing Losses, See AI As The Way To Recover
Rising costs, economic instability, and labor shortages have left leaders grappling with revenue losses and an uncertain economic outlook
Motive, the only fully unified Integrated Operations Platform for the physical economy, today announced a new study that shows companies in industries like trucking and logistics, and oil and gas experienced an average of over $1 million in losses due to economic instability, labor issues, and operational inefficiencies.
read more - How To Get Your Financial Footing In The New Year
67% of Americans planning to make a financial resolution in 2024
Millions of people are eyeing a fresh financial start as the new year nears. With 67% of Americans planning to make a financial resolution in 2024, paying off debt is the most common goal. Despite an air of optimism, resolutions like this are quickly put on the backburner without a plan driving them forward.
read more - First Comes Love, Then Comes… Conversations About Money
As couples prepare holiday marriage proposals, a new study finds 1 in 3 Americans believe serious discussions about financial dreams – and debt – should happen in the early stages of dating
December is, by far, the most popular month for couples in the U.S. to pop the big question, but many Gen Z'ers and Millennials think an honest conversation about money should happen well before marriage proposals, according to the latest findings from Northwestern Mutual's 2023 Planning & Progress Study.
read more - A Bumpy Road To Retirement
43% of Canadians are not confident they will be able to retire when they initially planned
In a Canadian economy marked by high interest rates, and inflation, being able to set and achieve your financial goals is more important than ever.
read more - Defining Success Through Homeownership
Fewer prospective homebuyers are willing to wait for a better market environment
Prospective homebuyers' patience may be waning, with fewer willing to wait until home prices or interest rates come down to purchase a home, according to new data from the Bank of America Homebuyer Insights Report (PDF).
read more - A Cash Awakening
Exploring the CIO perspective on cash, a webinar for RIAs and financial advisors
Flourish, a platform that provides innovative access to financial products that help registered investment advisors (RIAs) secure their clients’ financial futures, today announced an insightful and engaging webinar specifically for RIAs and their advisors, “Cash Awakening: Exploring the CIO Perspective on Cash.” The webinar will take place on Tuesday, December 5 at 1:00 PM Eastern…
read more - Wealth Management Apps Become Gateway To Client Satisfaction And Retention
Citi ranks highest in wealth management digital experience satisfaction among full-service advisors; J.P. Morgan Wealth Management ranks highest in self-directed segment
It’s not just Millennials and Gen Z with do-it-yourself brokerage accounts driving the trend toward increased use of digital wealth management tools; the digital channel has become central to the client experience for all types of investors, with mobile apps leading the way.
read more - Can Money Buy Happiness?
6 in 10 Americans believe money can buy happiness: the price is $1.2 million
Can money buy happiness? The answer is "yes" for 59% of Americans (72% of Millennials and 67% of Gen Z) and the price tag is $1.2 million according to new research from Empower, a leader in financial planning, investing and advice – though just 17% of people say financial contentment is about reaching a certain…
read more - Security In Retirement
Vast majority of investors inaccurately predict life expectancy, increasing risk in their retirement income plans
Jackson National Life Insurance Company (Jackson®), the main operating subsidiary of Jackson Financial Inc. (NYSE: JXN), today released key findings from its comprehensive study on how retirees and financial professionals perceive retirement risk and the possibility of outliving income.
read more - State Of The American Family
How have families and belief in the American dream changed?
As the holiday season approaches, some believe that the American Dream – defined by most as financial security for them and their family – is disappearing, and many are turning to family for financial advice and broadening who they invite into their ‘definition’ of family. Shockingly, social media influencers made the “family” cut with some.
read more - America’s Workforce Is Worried Sick About Their Health
Physical health is top concern for nearly half of workers, trailing only financial and economic worries
Included Health, a new kind of healthcare company delivering integrated care, navigation, and advocacy for millions of people nationwide, today released its Workforce Vitals Report, a data-driven analysis revealing insights into America’s workforce when it comes to healthcare.
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