Marketing

  • As The Fear Gauge Ticks Up, Alt-Investments Appear Robust
    As The Fear Gauge Ticks Up, Alt-Investments Appear Robust

    Alternative investment allocators likely to increase allocations to less liquid strategies, embrace new managers

    While the “fear gauge” that tracks market volatility has remained at elevated levels since the onset of the pandemic, those who allocate alternative investment dollars for large investors are showing no signs of skittishness, according to the Alternative Investment Allocator Survey conducted by leading law firm Seward & Kissel. The survey found that allocators are…
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  • Investing In Women
    Investing In Women

    How those committed to gender diversity can align their investments with their values

    When it comes to business and investing, gender diversity is still an aspiration. On the business side, just 5% of Russell 3000 companies have a woman as chief executive, and just 18% of board members are women. When it comes to personal finance, only 29% of women see themselves as investors, according to a recent…
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  • Did The Crisis Of 2020 Accelerate Financial Fraud?
    Did The Crisis Of 2020 Accelerate Financial Fraud?

    How those tasked with prevention were thwarted by work-from-home protocols

    As cases of fraud and money laundering rose during the pandemic last year, banks in the UK faced unforeseen challenges. In a new study by global analytics software provider FICO and independent research firm OMDIA, 79 percent of respondents from UK banks said that working from home had a high or major impact on the…
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  • For ESG Investing In The U.S., Women Are Leading The Way
    For ESG Investing In The U.S., Women Are Leading The Way

    Responsible investing is poised to become a dominant strategy

    The winds of investing in the U.S. are shifting and women are a driving force behind the change. A recent client survey conducted by RBC Wealth Management – U.S. shows that responsible investing, namely Environmental, Social and Governance (ESG), is gaining traction. Women are leading the charge for ESG investing and are more likely to…
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  • Economic Optimism Index Continues To Inch Closer to Pre-Pandemic Level
    Economic Optimism Index Continues To Inch Closer to Pre-Pandemic Level

    National outlook climbs again, reaching highest mark since January 2004, while Presidential Leadership dips

    The IBD/TIPP Economic Optimism Index, a leading national poll on consumer confidence, today revealed that consumer confidence is up for the fourth consecutive month. After hitting 55.4 last month, the index rose another 1.8% to 56.4, moving closer to the February 2020 pre-COVID reading of 59.8. For the IBD/TIPP indexes, a reading above 50.0 signals…
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  • Has A White Swan Turned Investors Green?
    Has A White Swan Turned Investors Green?

    ESG disclosures are starting to align with investor demands as Companies become more accountable, ambitious

    A new global survey of companies and institutional investors commissioned by ING shows the COVID-19 pandemic as a 'white swan' moment, which has accelerated the majority of companies' green transformation plans.
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  • Spender, Saver or Investor?
    Spender, Saver or Investor?

    Understanding the ‘personality’ of HSA accounts

    TIAA, the leading provider of financial services in the academic, research, medical, cultural and government fields, today launched its Health Savings Account (HSA) Resource Center, developed to engage and educate people on how to make their health savings work for them at different life stages.
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  • The New Productivity Agenda
    The New Productivity Agenda

    Financial institutions spend 14% of operating costs on change management

    Financial institutions are spending, on average, 14% of annual operating costs on change management functions in order to drive greater productivity gains, a new PwC study has shown.
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  • Will Work From Home Become A New Norm For Employees?
    Will Work From Home Become A New Norm For Employees?

    How COVID-19 has created new thinking on the viability of remote workforce

    With 71% of people whose jobs can be done remotely working from home all or most of the time during the COVID-19 pandemic, the personal-finance website WalletHub today released its report on the Best States for Working from Home, as well as accompanying videos, in order to highlight which areas are thriving and which are…
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  • CFOs Seen Transitioning From Crisis Management To Growth
    CFOs Seen Transitioning From Crisis Management To Growth

    Cutting expenses, investing in diversity & sustainability and looking beyond pre-pandemic benchmarks

    According to a recent survey by Grant Thornton LLP, most chief financial officers (CFOs) are focused on growth and turning the lessons from the pandemic into a road map for the future.
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  • Small Business Hiring Growth Continues In March
    Small Business Hiring Growth Continues In March

    Seeing positive hiring trends for the second consecutive month, building on February’s bounce from early-year declines

    The CBIZ Small Business Employment Index (“SBEI”) reported a seasonally adjusted increase of 0.86% for March. The reading closes the first quarter of 2021 on a positive note and builds on February’s hiring growth. The CBIZ SBEI tracks payroll and hiring trends for over 3,500 companies that have 300 or fewer employees, providing broad insight…
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  • Effective Networking In A Virtual World
    Effective Networking In A Virtual World

    What are the new rules for client-engagement?

    by Jill J. Johnson, MBA

    With the shift to our new virtual world, you have probably found it more difficult to build and sustain professional relationships. Yet, the virtual technologies we are all using have actually expanded our opportunities to network and build connections. We are no longer limited to connecting with those in our local community as we now…
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  • Five Skills Workers Need As The Economy Reopens
    Five Skills Workers Need As The Economy Reopens

    Online assessments reveal which crucial skills workers are missing

    A list of the top-five skills workers will need as the global economy recovers has been unveiled by Questionmark, the online assessment provider.
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