Marketing

  • ETF Flows Soar In 2020
    ETF Flows Soar In 2020

    ETFs set new records for fund flows during the tumult of 2020

    Not even COVID-19 could stop the torrent of flows into exchange-traded products (ETPs), which are composed almost entirely of exchange-traded funds (ETFs). US-domiciled ETFs accumulated nearly half a trillion dollars in net flows (i.e., inflows less outflows) during 2020, according to BlackRock's Follow the Flow annual report.
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  • Vaccination Or Not?
    Vaccination Or Not?

    ADA considerations for employers and employee return-to-work

    by Lynne Sousa

    Over the last year, employers have faced complicated challenges around how to provide their products or services while also protecting their employees from potentially contracting COVID-19 in the workplace. Employers made quick decisions to transition their workforce to remote work or reconfigure their workspace for essential employees to limit the pandemic’s spread. With the distribution…
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  • Northern Trust Launches Climate Aware Emerging Market Index Strategy
    Northern Trust Launches Climate Aware Emerging Market Index Strategy

    Sustainable emerging market green transition Index Strategy Expands Manager’s Range of Climate Aware Solutions

    Northern Trust Asset Management, one of the world’s leading investment managers, continues to expand its sustainability solutions with the launch of a unique, sustainable emerging market green transition index strategy, with climate change considerations as a cornerstone.
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  • Housing Market Potential Expected To Build On Momentum In 2021
    Housing Market Potential Expected To Build On Momentum In 2021

    Twin housing market accelerants, record low mortgage rates and the demographic boost from millennials aging into their prime homebuying years, super-charged demand

    First American Financial Corporation (NYSE: FAF), a leading global provider of title insurance, settlement services and risk solutions for real estate transactions, today released First American’s proprietary Potential Home Sales Model for the month of December 2020.
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  • Road to Recovery is Uncertain for America’s Small and Medium-sized Businesses
    Road to Recovery is Uncertain for America’s Small and Medium-sized Businesses

    Harder hit than their peers in metro areas, rural businesses expect that recovery could take two years or more

    The prolonged economic impacts of COVID-19 are wearing on small and medium-sized businesses as owners report more uncertainty about when and how they may recover, according to a new report from Principal Financial Group®.
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  • Employees Owning Health Savings Accounts Grew Balances, Despite Failing to Optimize Retirement Savings Account Features
    Employees Owning Health Savings Accounts Grew Balances, Despite Failing to Optimize Retirement Savings Account Features

    How are HSAs actually used by employees?

    A new EBRI study exploring the savings, spending, and investment behavior of employees owning health savings accounts (HSAs) finds the average HSA balance in 2019 grew to $2,672 from $2,187 in the beginning of the year, even with distributions being taken and most funds being left in cash rather than invested. T
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  • Firing Fails: 6 Common Reasons Necessary Employee Terminations Tank
    Firing Fails: 6 Common Reasons Necessary Employee Terminations Tank

    Navigating the emotionally loaded, complicated and just plain uncomfortable process

    by Roxi Bahar Hewertson MPS, ACC

    There is no question that firing or laying someone off is an onerous leadership task. Still, there are going to be times when it is absolutely necessary to terminate employment.
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  • AI In Wealth Management: Built To Scale
    AI In Wealth Management: Built To Scale

    Moving from experimental to exponential

    As many financial services and capital markets firms pivot their respective businesses toward the higher, stable returns of advice, competitive pressure to retain and win clients in the wealth management industry has never been greater. Wealth customers are requiring highly digitized experiences and, at the same time, demanding more for less
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  • RetireOne Launches Advisor Portal
    RetireOne Launches Advisor Portal

    Website Offers Partner Firms Immediate Access to Client Policy Data on Phones, Tablets, or Desktops

    The newly-launched RetireOne® Advisor Portal provides RIAs direct access to client insurance policy and annuity data. Partner firms now have four options for accessing client insurance policy and annuity data for managing, reporting, and billing on those assets.
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  • The Big Financial Planning Opportunities for A Knowledgeable Women’s Market
    The Big Financial Planning Opportunities for A Knowledgeable Women’s Market

    Advancing retirement literacy... and a desire to build a financially secure future

    According to the latest Women’s Retirement Literacy Report from The American College of Financial Services, four out of five (82%) older American women report having a plan for retirement income. Yet the results reveal a staggering gap between women with an idea about retirement income options and the ones who have a formal, written retirement…
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  • Uncertainty Is the Only Certainty for 2021
    Uncertainty Is the Only Certainty for 2021

    Still, the U.S. stock market continues to power through

    In a new year already marked by political turmoil and a worsening global pandemic, uncertainty rules. Amid vaccine rollouts and economic stimulus measures in many developed nations, high hopes for 2021 are counterbalanced by continued virus spread, lockdowns and elevated unemployment in affected industries. Despite this, the US stock market powered through to end 2020…
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  • Our Year of Opportunity
    Our Year of Opportunity

    After disruption comes the opportunity for refocus and reinvention

    The Workforce Institute at UKG today released its annual predictions of the top trends that will impact the global workforce in 2021.
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  • Mindset of Affluent Investors Links Customer Experience to Future Loyalty to Financial Firms
    Mindset of Affluent Investors Links Customer Experience to Future Loyalty to Financial Firms

    Investors showing investor loyalty is tenuous based on portfolio performance and advisor behavior

    InMoment®, the leading provider of Experience Improvement (XI)™ solutions, announced new research of affluent U.S. investors showing investor loyalty is tenuous based on portfolio performance and advisor behavior. However, attitudes about investing and risk have remained steady during the pandemic. Financial firms interested in adopting experience improvement guidance from InMoment can proactively address these client…
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