Issues & Innovations

  • What Really Drives Financial Trust?
    What Really Drives Financial Trust?

    Pricing, commission and fees have little impact, but satisfying client-yearning for information ranks very high

    Understanding is key to improve customer trust of financial services firms, as identified in a new report that features the top 10 drivers, trust builders and busters, and action steps within firm control, according to Hearts & Wallets, the data and analytics company specializing in retail saving and investing.
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  • Know Your Customer
    Know Your Customer

    Global study identifies roadblocks and way forward for financial industry, to benefit customers, fight financial crime and reduce regulatory burden

    Protiviti and the International RegTech Association (IRTA) have released the findings of a global market study they conducted to investigate the effectiveness of current 'Know Your Customer'(KYC) processes.
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  • Sustaining Resilience Amid Slowing Economic Growth
    Sustaining Resilience Amid Slowing Economic Growth

    US / China trade status a key influencer, as Asia poised to run the global engine

    Global growth remains weak and will slow over next two years. Last year marked the peak of the cycle, and our current forecasts for US and euro area growth of 1.6% and 0.9% in 2020, respectively, are below consensus.
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  • Two-Thirds Of Caregivers Juggle Work And Caregiving
    Two-Thirds Of Caregivers Juggle Work And Caregiving

    New data from Northwestern Mutual shows significant impact on careers and work/life balance for those providing care for an aging parent or relative

    A new release of findings from Northwestern Mutual's C.A.R.E. (Costs, Accountabilities, Realities, Expectations) Study reveals the degree to which caring for a friend or loved one can shift work responsibilities and overall career paths.
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  • Charles Schwab: Hong Kong Rising Affluent Need a Modern Approach to Financial Planning to Achieve Their Goals
    Charles Schwab: Hong Kong Rising Affluent Need a Modern Approach to Financial Planning to Achieve Their Goals

    Affluent financial well-being index finds only 3% have a modern financial plan

    Charles Schwab, Hong Kong, Ltd. (Charles Schwab Hong Kong) today announced the findings from its first Hong Kong Rising Affluent Financial Well-being Index. The study revealed the strong pressure that the rising affluent in Hong Kong are facing to support themselves and their family, as well as the need to have a comprehensive understanding of…
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  • U.S. Corporate Earnings Confirm Pessimism of Wall Street Analysts
    U.S. Corporate Earnings Confirm Pessimism of Wall Street Analysts

    Three-Factor model gauges analyst sentiment, earnings trends and stock correlations

    Following a U.S. earnings hot streak that has persisted for 10 of the past 12 quarters through mid-2019, Wall Street analysts remained doubtful the trend would continue in the third quarter of 2019 and beyond...
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  • Growing The American Workforce
    Growing The American Workforce

    Business and policymakers must join forces to raise workforce participation

    Increasing competition from abroad, an aging population, and the slowing growth of the American workforce could have profound consequences for US economic strength and global leadership, a new report from the Committee for Economic Development of The Conference Board (CED) warns.
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  • Success, Advancement & The Opportunity Gap
    Success, Advancement & The Opportunity Gap

    Women share common ground with men, but jobs at the top still harder to get, survey says

    Women and men share common ground at work when it comes to understanding what it takes to win top jobs, yet women still contend with bias-related barriers to advancement more often than men...
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  • Fed Rate Cut Survey & Commentary
    Fed Rate Cut Survey & Commentary

    Mixed consumer sentiment: The Fed knows how to grow the economy more than the president does

    In response to the Federal Reserve cutting its target rate for the third time this year (and since the Great Recession) on October 30, the personal-finance website WalletHub today released the results of a new Fed Rate Survey gauging consumer sentiment on the matter.
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  • Americans’ Financial Satisfaction Remains near All-Time High, Despite Recent Decline in Corporate Optimism
    Americans’ Financial Satisfaction Remains near All-Time High, Despite Recent Decline in Corporate Optimism

    Riding a wave, Americans should be feeling a strong sense of financial well-being

    Americans have been riding a wave of record high levels of personal financial satisfaction for the last two and a half years. However, decreases in job openings against the backdrop of a recent decline in corporate optimism in the U.S. economy have pushed the AICPA’s Q3 2019 Personal Financial Satisfaction Index (PFSi) down slightly from…
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  • Majority of Americans Favor Public-Private Hybrid Healthcare System Over ‘Medicare For All’ That Ends Private Insurance
    Majority of Americans Favor Public-Private Hybrid Healthcare System Over ‘Medicare For All’ That Ends Private Insurance

    2020 Healthcare & Politics Report Unveils Data On Trump, Medicare & ObamaCare

    With the Democratic primary debates for the 2020 presidential election in full swing, insuranceQuotes.com today released the results of its 2020 State of Healthcare and Politics Report. Survey data unveils Americans’ preferences, concerns and knowledge related to Medicare for All, Obamacare, the state of healthcare, Medicare’s risk of going bankrupt and healthcare access for undocumented…
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  • Conviction in Fixed Income Factor Investing on the Rise
    Conviction in Fixed Income Factor Investing on the Rise

    Survey finds long-term interest in dynamic factor allocations, with increased attention to defensive factors

    Survey finds long-term interest in dynamic factor allocations, with increased attention to defensive factors ATLANTA, Oct. 21, 2019 /PRNewswire/ — Invesco, a leading asset manager with over 35 years of expertise in factor investing1, today released findings from its fourth annual Global Factor Investing Study, the largest of its kind. This year’s study focuses on…
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  • The Future Means Business
    The Future Means Business

    Transformative corporate models change investment calculus for investors

    New corporate models that are light on physical capital, leverage technology and network effects to aggressively dominate markets, and are dedicated to a broader social purpose are reshaping the corporate landscape globally.
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