Marketing

  • More Than 1 In 5 U.S. Adults Have Considered Leaving Their Job In The Last Year To Be Self-Employed
    More Than 1 In 5 U.S. Adults Have Considered Leaving Their Job In The Last Year To Be Self-Employed

    New research uncovers insights on attitudes towards independent work as well as benefits and challenges of being an independent business owner

    HoneyBook, the leading clientflow management platform for independent businesses, today announced new data on the state of independent work. The study, conducted by The Harris Poll on behalf of HoneyBook earlier this year, found that current economic uncertainty is encouraging more adults to consider self-employment in 2023 and that independent business owners have greater pride…
    read more
  • Broker/Dealers Must Respond To Shifting Advisor Preferences
    Broker/Dealers Must Respond To Shifting Advisor Preferences

    Advisors seek flexibility and lower-cost products

    Broker/dealer (B/D) revenues continue to face headwinds as advisors escalate their preferences for passive products, avoiding the revenue-sharing payments that asset managers have depended on for so long. Asset managers must make available separately managed accounts (SMAs), exchange-traded funds (ETFs), environmental, social, and governance (ESG)-oriented products, and other portfolio elements that appeal to advisors’ needs…
    read more
  • Small Business Hiring Remains Steady In February
    Small Business Hiring Remains Steady In February

    The CBIZ Small Business Employment Index reported a minimal decrease in hiring as labor shortages continue.

    The CBIZ Small Business Employment Index (“SBEI”) reported a seasonally adjusted decrease of 0.19% in February. With small business owners continuing to face labor shortages, retaining talent remains a top priority.
    read more
  • Investors Remain Optimistic For 2023 Despite Dim Near-Term Views
    Investors Remain Optimistic For 2023 Despite Dim Near-Term Views

    Investors still see opportunity for a soft landing and expect the economy to be in better shape by year end

    Investors remain optimistic for 2023 despite dim near-term views. Investors still see opportunity for a soft landing and expect the economy to be in better shape by year end.
    read more
  • Defined Contribution Plan Trends And Fee Survey
    Defined Contribution Plan Trends And Fee Survey

    Defined contribution plans challenged by booming retirement income market, TDF scrutiny

    NEPC, LLC, one of the country’s largest research-driven investment consultants and OCIO providers, today published the 17th annual edition of its Defined Contribution (DC) Plan Trends and Fee Survey, which examines current plan investment trends, features, and innovations across major sectors, and how these plans have evolved over the years
    read more
  • Gen Z At The Forefront Of The Transforming World Of Work
    Gen Z At The Forefront Of The Transforming World Of Work

    Globally, 67% of Gen Zers freelance or are planning to over 1 in 5 Gen Zers cite dissatisfaction with working a full-time job as a motivator

    Fiverr International Ltd. (NYSE: FVRR), the company that is revolutionizing how the world works together, has compiled findings from a study exploring the work preferences of Gen Z. Fiverr conducted a global study of Gen Zers (defined as between the ages of 16 and 26), including 2,000 Gen-Zers in the US, in partnership with Censuswide.
    read more
  • Attitudes About Taxes & The 2023 Tax Filing Season
    Attitudes About Taxes & The 2023 Tax Filing Season

    Only 2% of Americans can identify financial solutions with tax advantages, despite one-third wanting to prioritize these investments

    As consumers focus on filing their taxes and spending those returns, a new study reveals a need for increased awareness around tax-efficient financial strategies. Lincoln Financial Group’s Consumer Sentiment Tracker reports that only 2% of Americans can correctly identify financial solutions with tax advantages, despite one in three saying they prioritize investments that would help…
    read more
  • Insurance Industry Exposure to Silicon Valley Bank Bonds Minimal
    Insurance Industry Exposure to Silicon Valley Bank Bonds Minimal

    Life insurers are not as vulnerable to short term volatility

    SVB’s failure, along with the recent shutdown of Silvergate Bank, has caused a shock to a number of stocks in the banking sector.
    read more
  • CFP Board Establishes Competency Standards Commission To Evaluate Standards for CFP® Certification
    CFP Board Establishes Competency Standards Commission To Evaluate Standards for CFP® Certification

    All Competency Standards Commission members begin their terms of service on March 20, 2023, and will continue through 2024 to ensure a thorough review and deliberation process

    Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced it has established a Competency Standards Commission to review and evaluate CFP Board’s competency requirements for Education, Examination, Experience and Continuing Education.
    read more
  • Does ‘Social Inflation’ Suggest A Growing Societal Backlash?
    Does ‘Social Inflation’ Suggest A Growing Societal Backlash?

    How negative public sentiment toward corporations, tort-reform rollbacks and a growing wealth gap may be reshaping public opinion

    U.S. commercial auto insurance liability claim payouts increased $30 billion more than would otherwise have been expected between 2012 and 2021 due in part to social inflation, according to an updated paper published today by the Insurance Information Institute (Triple-I), in partnership with the Casualty Actuarial Society (CAS).
    read more
  • Trends Shaping The Health Economy: Behavioral Health
    Trends Shaping The Health Economy: Behavioral Health

    Exploring how the pandemic altered mental health diagnosis and treatment in America

    Trilliant Health, the leading analytics and market research firm in the healthcare industry, today released its newest report, Trends Shaping the Health Economy: Behavioral Health, uncovering massive shifts in the American behavioral health market.
    read more
  • The Secrets Of Visionary Thinkers
    The Secrets Of Visionary Thinkers

    5 Steps to Living in Possibility

    by Susan Robertson

    We tend to believe that famous innovators or other “creative” people have some inherent quality that the rest of us don't have. But the truth is — they don’t. They've simply cracked the code on how to consistently live in possibility instead of living in obstacle.
    read more
  • US Annual Home Price Growth Continues Single-Digit Slowdown In January
    US Annual Home Price Growth Continues Single-Digit Slowdown In January

    Year-over-year home price slowed for the ninth straight month in January but posted positive gains for the 132nd straight month

    CoreLogic®, a leading global property information, analytics and data-enabled solutions provider, today released the CoreLogic Home Price Index (HPI™) and HPI Forecast™ for January 2023.
    read more