Marketing

  • Advisors More Likely to Consider Outsourcing Due to COVID-19
    Advisors More Likely to Consider Outsourcing Due to COVID-19

    There are several ways non-investment outsourcers are gaining efficiencies

    Northern Trust Asset Management’s FlexShares Exchange Traded Funds (ETFs) today released its sixth biennial study on financial advisors’ views and adoption of external investment management services. First conducted in 2010, this year’s survey reveals that while the overall percentage of advisors who outsource investment management is consistent over the past decade, the way that advisors…
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  • Defined Contribution Specialists Address Pandemic Impacts
    Defined Contribution Specialists Address Pandemic Impacts

     Nearly six in ten (DC) advisors agree that Covid-19 is severely thwarting the growth of their DC business

    Nearly six in ten defined contribution (DC) advisors (58%) agree that the COVID-19 pandemic is thwarting the growth of their DC business. As new RFP activity remains largely on hold, DC specialists with over $50 million in DC AUM are working overtime to guide their existing clients through the pandemic. These and other findings are…
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  • Kaplan Company Announces Launch Of The Accredited Behavioral Finance Professional Program
    Kaplan Company Announces Launch Of The Accredited Behavioral Finance Professional Program

    First advisor-focused behavioral finance designation from an accredited college or university

    With new data showing that 90% of financial professionals believe that behavioral finance training would help them build their client base and deepen relationships with existing clients, the College for Financial Planning®—a Kaplan Company, today announced the launch of the Accredited Behavioral Finance Professional℠ program (ABFP℠), the first advisor-focused behavioral finance designation from an accredited…
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  • US Stock Dividends Dropped 3.9% While Global Dividends Fell 11% in Q3
    US Stock Dividends Dropped 3.9% While Global Dividends Fell 11% in Q3

    Still, dividends have remained firm, thanks to share buy-backs

    As the pandemic continues to reshape the economic landscape, its impact on the dividend-paying capacity of the world’s companies has become clearer. According to the latest edition of the Janus Henderson Global Dividend Index, US dividends have proven to be resilient amid recent economic headwinds.
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  • Change… Or Become Obsolete
    Change… Or Become Obsolete

    Navigating the evolution of the BGA world

    One of the most important components of running a successful business in any industry is measuring the ROI on work-related purchases you or your team makes. The life insurance industry is no exception. There are countless solutions on the market that can help life insurance advisors work more efficiently and more effectively, and it can…
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  • Financial Advisors Need to Amp Up Their Digital Marketing Efforts
    Financial Advisors Need to Amp Up Their Digital Marketing Efforts

    Almost two-thirds (63%) of respondents said insightful and educational content, as well personalization, would make an advisor’s marketing stand out

    The majority of Americans (84%) feel personalized content is very important when working with a financial advisor, according to a recent survey carried out by eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money. Moreover, 63% of respondents said insightful and educational content, as well as personalization,…
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  • 5 Key Takeaways on Employee Financial Stress…
    5 Key Takeaways on Employee Financial Stress…

    ...and how voluntary benefits can help

    As companies make their employee benefit decisions for the new year, HR leaders and benefit brokers alike are focused on the new realities of the ongoing pandemic and its effect on the workplace. Purchasing Power®, a voluntary benefit company that offers the leading employee purchase program, recently conducted an informal survey1 of HR professionals to…
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  • Pandemic and Presidential Election Driving Volatility and Demand for Protection Solutions
    Pandemic and Presidential Election Driving Volatility and Demand for Protection Solutions

    Investor/Advisor alignment check: Financial concerns up and optimism down

    Nearly two-thirds of investors (61%) and more than two-thirds of advisors and financial professionals (68%) anticipate market volatility will increase over the next 12 months. They also agree that the COVID-19 pandemic and presidential elections are among the top three factors driving volatility and negatively impacting portfolios
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  • Banks Rebound in Third Quarter to Drive Fixed-Rate Deferred Annuities Growth
    Banks Rebound in Third Quarter to Drive Fixed-Rate Deferred Annuities Growth

     Continued market volatility and general uncertainty prompted investors to seek protection

    Fixed-rate deferred (FRD) annuity sales surged 60% in the third quarter to $15.8 billion, driven in part by strong sales through banks, according to the Secure Retirement Institute® (SRI®) U.S. Individual Annuity Sales Survey.
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  • Vaccine Triggers Rally
    Vaccine Triggers Rally

    Economically sensitive stocks rallied, accompanied by a broad retreat in technology companies

    The Dow Jones Industrial Average surged 4.08%, while the Standard & Poor's 500 rose 2.16%. The Nasdaq Composite index fell 0.55% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, jumped 4.01%.
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  • Nearly Half of Americans Stung by Pandemic Now Want to Learn More about Investing
    Nearly Half of Americans Stung by Pandemic Now Want to Learn More about Investing

    Not knowing “where to start” trumps 'distrust of markets' on List

    AssetMark (NYSE: AMK) today announced the results of its first American Financial Experience Survey, designed to gauge the attitudes and opinions of American consumers about various factors that affect their financial picture.
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  • The Standard Leverages Predictive Modeling in Total Linked Care Offering
    The Standard Leverages Predictive Modeling in Total Linked Care Offering

    Innovative approach integrates medical and disability solutions to reduce absences and overall health care costs

    The Standard announced today the availability of Total Linked Care through an agreement with Workpartners, a national leader in providing wellness and population health solutions. Total Linked Care is an integrated three-pronged health and productivity approach created to champion better disability outcomes for employees and reduce health care costs for employers.
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  • Pandemic Leaves Advisors More Inclined To Outsourcing
    Pandemic Leaves Advisors More Inclined To Outsourcing

    Redistributing fewer activities across a greater number of client accounts

    Northern Trust Asset Management’s FlexShares Exchange Traded Funds (ETFs) today released its sixth biennial study on financial advisors’ views and adoption of external investment management services. First conducted in 2010, this year’s survey reveals that while the overall percentage of advisors who outsource investment management is consistent over the past decade, the way that advisors…
    read more