Issues & Innovations

  • Goal-Setting & Personal Finance Expectations In 2023
    Goal-Setting & Personal Finance Expectations In 2023

    One in three Americans struggles financially, but goal-setting is a game-changer

    Many consumers are feeling financial strain after a challenging economic year in 2022. One in three Americans say they are struggling to get by or are in trouble financially, according to Lincoln Financial Group’s Consumer Sentiment Tracker. The study also found that people aren’t necessarily seeing any relief in sight, with 76% believing factors like…
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  • Asset Managers Ramp Up Product Development Efforts To Address DE&I
    Asset Managers Ramp Up Product Development Efforts To Address DE&I

    Investors are prioritizing capital allocations to advance social justice efforts

    Asset managers’ product development of social justice funds that address diversity, equity, and inclusion (DE&I) considerations are gaining traction as a growing number of investors allocate capital to solutions that invest in companies and communities that support people of diverse backgrounds, according to the latest Cerulli Edge—U.S. Institutional Edition.
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  • COVID Impact To linger Into 2024
    COVID Impact To linger Into 2024

    The direct and indirect effects of COVID-19 from public health and public policy standpoints will continue to influence top- and bottom-line results across a wide range of businesses

    Though the most dramatic fallout from the pandemic on claims payments may be in the past, the forthcoming rollback of lingering emergency public policy initiatives will have a significant impact on premium volumes within specific U.S. accident and health, or A&H, business lines.
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  • You Are Not Your Failed Resolutions
    You Are Not Your Failed Resolutions

    How to swim boldly through the remainder of 2023 like a shark

    If you’re like 80 percent of Americans who made New Year’s resolutions, your well-intentioned goals fell by the wayside during the dark, cold weeks of January. Only one month into 2023, and you’re already beating yourself up about the exercise you didn’t do, the work projects you didn’t volunteer for, the money you didn’t save,…
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  • The Role Of Financial Advisors In M&A
    The Role Of Financial Advisors In M&A

    10 leading financial advisors accounted for $5.8 trillion of M&A deals value in 2022

    The world of mergers and acquisitions (M&A) has seen its fair share of big deals and influential transactions in recent years. A significant share of the transactions has been handled by a select group of financial advisors who oversaw deals running into billions of dollars despite the changing economic health.
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  • Financial Resolutions For The New Year
    Financial Resolutions For The New Year

    Many Americans made financial resolutions for the New Year—but many are still missing significant savings from tax-free accounts

    According to a new survey by Alegeus, the market leader in healthcare payment solutions, 66 percent of respondents made finance-related resolutions for 2023 – whether that be saving more (54%), spending less (44%) or sticking to a budget (38%). Of those respondents making finance-related resolutions this year, 78 percent stated that healthcare spending will factor…
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  • 7 Myths And Mistakes To Avoid When Accelerating Your Business Growth
    7 Myths And Mistakes To Avoid When Accelerating Your Business Growth

    Breathing life into you business

    by Ford Saeks

    As a business owner, you understand the importance of growth. Without it, your business may struggle to survive in a competitive marketplace. But with so many different strategies and approaches, it can be difficult to know where to start.
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  • Employees Stuck In “Lower Brain”? Try One Of These Eight Mood Shifters
    Employees Stuck In “Lower Brain”? Try One Of These Eight Mood Shifters

    A neuroscience expert says when leaders take these deceptively simple actions, it dramatically shifts how employees think, feel, and perform

    Leaders have a huge impact on our employees’ state of mind. Virtually everything we do and say elicits a psychological reaction. We can make them feel positive, engaged, and empowered, or we can strike fear in their hearts, shut them down, and send them into self-protection mode. Michael E. Frisina, PhD, calls these two states…
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  • 2023 Middle Market CFO Outlook
    2023 Middle Market CFO Outlook

    Despite economic pressures, middle market CFOs see 2023 as a year of opportunity and resilience

    Despite economic pressures, middle market CFOs see 2023 as a year of opportunity and resilience
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  • Navigating The 2023 Downturn
    Navigating The 2023 Downturn

    The best defense for business leaders during the 2023 economic downturn is a proactive offense

    According to Forrester’s (Nasdaq: FORR) “Navigating The 2023 Downturn” research, the current global downturn will unfold in ways unlike any economic decline previously experienced. While prior recessions have followed a boom-bust cycle, the 2023 downturn immediately follows a pandemic that has already disrupted business models and forced organizations to pivot their business strategy.
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  • Majority Of Americans Are More Concerned About Paying Bills Right Now Than Financial Future
    Majority Of Americans Are More Concerned About Paying Bills Right Now Than Financial Future

    Americans worry rising inflation will continue to have a negative impact on the purchasing power of their income in the next six months

    The majority of Americans say present financial issues are more important than preparing for their future. Two in three Americans (67%) say they are more concerned about paying bills right now than saving for their financial future, according to the 2022 Q4 Quarterly Market Perceptions Study from Allianz Life Insurance Company of North America.
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  • Enriching Customer Value, Digital Engagement, Financial Security And Loyalty By Rethinking Insurance
    Enriching Customer Value, Digital Engagement, Financial Security And Loyalty By Rethinking Insurance

    The future is all about the customer

    Majesco, a global leader of cloud insurance software solutions for insurance business transformation, today announced the availability of a new consumer research report, Enriching Customer Value, Digital Engagement, Financial Security and Loyalty by Rethinking Insurance.
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  • Managing Your Money And Setting Yourself Up For Success In 2023
    Managing Your Money And Setting Yourself Up For Success In 2023

    Follow these financial tips for a financially successful 2023

    Bluestone Bank’s First Senior Vice President & Senior Wealth Management Officer, Bob Peixoto, has put together his top financial tips for 2023.
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