Issues & Innovations

  • Children of Millionaires Want to Inherit Parents’ Values More Than Their Wealth
    Children of Millionaires Want to Inherit Parents’ Values More Than Their Wealth

    Confidence for future wealth is high, but many say they need more financial acumen

    More than nine in 10 Generation Z and Millennial children of millionaires say the most important thing they will inherit is their parents’ values, not their wealth, according to a recent survey by Wells Fargo Private Bank. More than four out of five (84 percent) say they want to sustain and build on their family’s…
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  • 2019 Outlook: Navigating Slowing Growth, Tightening Liquidity and More Volatility
    2019 Outlook: Navigating Slowing Growth, Tightening Liquidity and More Volatility

    ...Yet most see reasons to be bullish on select opportunities

    Legg Mason, Inc. (NYSE: LM) The investment affiliates of Legg Mason value their independence – offering different perspectives that set them apart from other active asset management firms. They often agree – and sometimes do not – but when each looks to the year ahead, investors can expect a wealth of insights.
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  • Nobel Laureate Among Contributors to Latest Installment of “Financial Planning Review”
    Nobel Laureate Among Contributors to Latest Installment of “Financial Planning Review”

    Second installment of CFP Board Center for Financial Planning's peer-reviewed, academic journal now available

    The CFP Board Center for Financial Planning tomorrow has issued the second installment of Financial Planning Review, featuring key research benefitting the financial planning profession – including a paper co-authored by Harry Markowitz, recipient of the 1990 Nobel Memorial Prize in Economic Sciences.
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  • 2019 Government Shutdown Report: Most & Least Affected States
    2019 Government Shutdown Report: Most & Least Affected States

    As the clock struck midnight December 22, 2018, the United States government shut down for the 21st time in history; Who is affected... and how?

    With the U.S. government closed for business for the 21st time since 1976, this time with a partial shutdown, the personal-finance website WalletHub today released its report on the States Most & Least Affected by the 2019 Government Shutdown to add some hard data to all the rhetoric.
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  • Accommodating Age… In The Age of Longevity
    Accommodating Age… In The Age of Longevity

    Cincinnati Joins AARP Network of Age-Friendly Communities; Cincinnatians of all ages, abilities to benefit

    AARP is pleased to welcome Cincinnati to the AARP Network of Age-Friendly States and Communities. The network aims to help participating communities become great places for people of all ages and abilities by offering invaluable resources for ways to create safer, more walkable streets; provide more accessible housing and transportation options; enhance access to critical services,…
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  • Financial Advisors Expect Market Downturn in 2019
    Financial Advisors Expect Market Downturn in 2019

    Top 2019 Goal: To Attract and Retain HNW Clients

    As financial advisors look to 2019, an overwhelming majority expect a downturn in the market over the next two years and want to prioritize attracting and retaining high-net-worth (HNW) clients, according to a recent survey conducted by Independent Advisor Solutions by SEI (NASDAQ: SEIC).
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  • 2018 Charitable Donations & The Implications of the New Tax Law
    2018 Charitable Donations & The Implications of the New Tax Law

    Since the new tax law nearly doubled the standard deduction, approximately 85 to 90 percent of Americans will not be entitled to deduct their contributions

    The combination of the rising stock market, strong economy and change in the tax code resulted in charitable donations by American individuals, bequests, foundations and corporations reaching just over $410 billion in 2017.
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  • Understanding The Corporate CFO: Codifying Innovation and Influence
    Understanding The Corporate CFO: Codifying Innovation and Influence

    Survey finds 'culture' a surprising new piece to a transformational puzzle

    Armanino LLP, one of the top 25 largest accounting and business consulting firms in the U.S., today announced the findings of its annual CFO Evolution Benchmark Survey that continues to dig deeper into finding what qualities create and drive a transformational CFO.
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  • Despite Market Uncertainty, 3 in 4 Americans Predict They’ll Be Better off Financially in 2019
    Despite Market Uncertainty, 3 in 4 Americans Predict They’ll Be Better off Financially in 2019

    Complacency Turns to Confidence as Americans Place More Focus on Finances

    Investors are protective about the financial progress they’ve made. They don’t want to be caught blindsided by factors beyond their control – whether it’s an ill-timed pullback in the market, an emergency home repair, or unexpected health event
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  • What’s On U.S. Workers’ Wish Lists for 2019? Help With Caregiving, Finances
    What’s On U.S. Workers’ Wish Lists for 2019? Help With Caregiving, Finances

    Series of 2018 polls measured workforce sentiment on finances, caregiving, benefits

    Workers are worried about their finances, their caregiving responsibilities, and their employee benefits — and these feelings are often strongest among women and younger workers.
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  • A Snapshot Of The Scope And Impact of Consumer Debt
    A Snapshot Of The Scope And Impact of Consumer Debt

    The big picture is worrisome nationwide, but some areas have bigger payment problems than others

    The personal-finance website WalletHub today released its Q3 2018 Credit Card Debt Study, which found that consumers racked up $16 billion in credit card debt from June through September, sending outstanding debt to an all-time record level for the third quarter of a year.
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  • Business Executives Show Concern About U.S. Economy but Confidence in Own Companies
    Business Executives Show Concern About U.S. Economy but Confidence in Own Companies

    Survey: Almost half of respondents say their companies will boost pay because of tight labor market Availability of skilled personnel is top challenge for sixth quarter in a row

    Business executives’ outlook on the U.S. economy fell sharply in the past quarter, but they continue to hold strongly positive views of their own companies’ prospects, according to the fourth-quarter AICPA Economic Outlook Survey, which polls chief executive officers, chief financial officers, controllers and other certified public accountants in U.S. companies who hold executive and…
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  • Apathy, Disenfranchisement and the Culture of the Worksite
    Apathy, Disenfranchisement and the Culture of the Worksite

    The whole truth about employee disengagement

    Most companies struggle with employee disengagement. It’s costly in productivity, profitability and stress. Gallup’s engagement survey data published in 2017 found that 2/3 of U.S. workers are not engaged. American companies have invested billions of dollars per-year for many years to solve this problem.
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