Marketing

  • Company Debts At Record High And Estimated To Keep Growing
    Company Debts At Record High And Estimated To Keep Growing

    Debts Soared to $8.3 Trillion by January 2020, Even Before Pandemic Struck and Are Estimated to Jump by a Further $1 Trillion This Year

    Debts Soared to $8.3 Trillion by January 2020, Even Before Pandemic Struck and Are Estimated to Jump by a Further $1 Trillion This Year Debt Study provided by Janus Henderson Investors in their first annual Corporate Debt Index survey July 13, 2020 — DENVER–(BUSINESS WIRE)–Janus Henderson Investors (NYSE/ASX: JHG) announced today the results of its…
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  • Investment in Technology Key to Winning War for Financial Advisor Talent
    Investment in Technology Key to Winning War for Financial Advisor Talent

    What are the deliverables that meet today’s advisor needs?

    Wealth management firms have been making huge investments in new advisor workstation technologies designed to coalesce market data, client information, account servicing tools and AI-powered analytics into a single interface. According to the J.D. Power 2020 U.S. Financial Advisor Satisfaction Study, released today, the successful execution of that investment will be key to firms’ ability…
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  • LIMRA: How COVID-19 Is Impacting Employers Offering Insurance Benefits
    LIMRA: How COVID-19 Is Impacting Employers Offering Insurance Benefits

    Employers show new interest in modifying their benefits packages, enrollment strategies and their relationships with their carriers

    The COVID-19 pandemic has brought many operational changes to U.S businesses. It has also drawn attention to the importance of many types of financial protection, which may increase employers’ interest in offering certain benefits. A new LIMRA survey provides insights into recent changes to their business practices, interest in modifying their benefits packages, enrollment strategies…
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  • Northern Trust Launches Industry Leading Wealth Institute
    Northern Trust Launches Industry Leading Wealth Institute

    The Northern Trust Institute: A bold new approach to wealth optimization

    Northern Trust (Nasdaq: NTRS) announced today the launch of The Northern Trust Institute, a research center dedicated to providing comprehensive, industry-leading advice to clients across the continuum of family wealth issues. The Northern Trust Institute will research and produce timely and actionable insights, informed by data and analytics, and vetted through real world experiences with…
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  • CFP Board Implements Reforms to Strengthen Enforcement of Its Code of Ethics and Standards
    CFP Board Implements Reforms to Strengthen Enforcement of Its Code of Ethics and Standards

    Expanding consumer access to advisor information, advisor disclosures

    Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced additional efforts to strengthen the enforcement of its Code of Ethics and Standards of Conduct (Code and Standards) for CFP® professionals, which will begin on June 30, 2020.
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  • U.S. Insurers’ Private Equity Holdings Continue to Climb
    U.S. Insurers’ Private Equity Holdings Continue to Climb

    Continued low interest rates, strong but cash-strapped businesses create opportunities

    U.S. insurance companies for a fourth-straight year increased their private equity holdings—by nearly 10% in 2019 to $81.3 billion—as this asset class remains attractive to insurers looking to diversify their investment portfolios or increase returns in the low interest rate environment, according to a new AM Best special report.
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  • FSI Statement on DOL’s Proposed Exemption for Investment Advice Fiduciaries
    FSI Statement on DOL’s Proposed Exemption for Investment Advice Fiduciaries

    Encourages alignment with SEC’s Reg BI and preserving investor choice

    Today, the Department of Labor (DOL) released a proposed exemption for investment advice fiduciaries relating to retirement financial advice. This comes after the DOL’s fiduciary rule was struck down by the Fifth Circuit Court of Appeals in March 2018 following a challenge by a coalition of organizations, including the Financial Services Institute (FSI).
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  • Private Capital: Investor Transparency As A Differentiator
    Private Capital: Investor Transparency As A Differentiator

    For Alt-Investments, building investor confidence during a downturn while positioning for the upturn

    PEF Services, a leading fund administrator for Alternative Investment Managers, today announced the release of a new white paper entitled "Investor Transparency as a Differentiator." The report considers how General Partners (GPs) can win the trust of their Limited Partners (LPs) during the downturn and position themselves advantageously for the influx of allocations that are…
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  • Asset Stress From COVID-19 Drives Negative Ratings For Insurers
    Asset Stress From COVID-19 Drives Negative Ratings For Insurers

    Such outlooks generally have a one to two year window

    Following a review of North American insurers on the coronavirus impact, asset stress contributed to the most Negative Rating Outlook changes, according to Fitch Ratings. Fitch reviewed its entire portfolio of rated North American insurers between March 17 and June 5, 2020, in light of the risks and uncertainties related to the global coronavirus pandemic.
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  • Americans Reevaluate Their Retirement Strategies
    Americans Reevaluate Their Retirement Strategies

    Among so many other things, COVID-19 has many investors spooked about longevity, taxes

    Given this year's tax deadline is extended to July 15, now is an ideal time for consumers to reevaluate their retirement plans, assess how COVID-19 has impacted their financial goals and develop a strategy to optimize taxes in retirement.
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  • What Are Advisor Attitudes Toward Cryptoassets?
    What Are Advisor Attitudes Toward Cryptoassets?

    The percentage looking to allocate to crypto is set to more than double in 2020, from 6% to 13%

    Bitwise Asset Management, the leading provider of cryptoasset index and beta funds, today released the findings of the 2nd annual Bitwise / ETF Trends 2020 Benchmark Survey Of Financial Advisor Attitudes Toward Cryptoassets.
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  • Can Americans’ Increasing Interest in Wellness Help Life Insurers Engage More People?
    Can Americans’ Increasing Interest in Wellness Help Life Insurers Engage More People?

    How the industry might ‘pivot’ its value proposition to tap into changing consumer preferences

    A new study, conducted by LIMRA and Boston Consulting Group (BCG), finds 97% of Americans say they want to improve one aspect of their overall wellness. Three quarters of consumers claim they want to improve their exercise habits and 6 in 10 are interested in developing better sleep and eating habits.
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  • Enter The ‘Resilient Generation’
    Enter The ‘Resilient Generation’

    How Millennials and Gen Z look at COVID-19 as an opportunity to reset, take action

    n the face of unprecedented health and economic disruption caused by the COVID-19 pandemic, millennials and Gen Zs express resolve and a vision to build a better future, a new Deloitte survey finds. The 2020 Deloitte Global Millennial Survey, now in its ninth year, reveals that both generations remain resilient in the face of adversity…
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