Marketing

  • Getting Value From Data – The Insurer’s Perspective
    Getting Value From Data – The Insurer’s Perspective

    How 91% of carriers are prioritizing the use of data and analytic technologies to inform decisions on pricing

    In a new report commissioned by Equisoft, global research firm Celent presents the findings of an executive study aiming to understand how North American insurers are actually creating value from their data, and how they are improving their abilities to expose and use their data for more than administrative purposes, while overcoming the key risks…
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  • The Impact Of A Healthy Lifestyle On Retirement
    The Impact Of A Healthy Lifestyle On Retirement

    Establishing health interventions that could allow individuals, employers, and insurers to share in the value of people living longer, healthier, and – ideally – more purpose-filled lives

    Lifestyle improvements not only bolster the health and life expectancy prospects of younger adults, but also have a material impact on post-retirement life, according to research conducted by Vitality for the Society of Actuaries (SOA) Research Institute.
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  • Prudential Financial To Sell $31B PALAC Block Of Legacy Variable Annuities To Fortitude Re
    Prudential Financial To Sell $31B PALAC Block Of Legacy Variable Annuities To Fortitude Re

    De-risking transaction for 17% of Prudential’s annuity block advances transformation strategy by reducing exposure to traditional variable annuities with guaranteed living benefits and capital markets sensitivity

    Prudential Financial, Inc. (“Prudential”) (NYSE: PRU) and Fortitude Group Holdings, LLC, the parent company of Bermuda’s largest multi-line reinsurer (“Fortitude Re”), today announced that they have entered into a definitive agreement under which Prudential will sell a portion of its in-force legacy variable annuity block to Fortitude Re for a total transaction value of $2.2…
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  • Apella Capital To Establish Partnership With Wealth Partners Capital Group
    Apella Capital To Establish Partnership With Wealth Partners Capital Group

    Connecticut-based RIA will receive investment to fuel acquisition-based growth

    Apella Capital LLC (“Apella”), a Connecticut-based registered investment adviser (“RIA”), has entered into an agreement to form a strategic partnership to accelerate its growth through acquisition and tap into industry expertise. Apella is pleased to announce that it will receive a minority investment from Wealth Partners Capital Group (“WPCG”), a financial services holding company.
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  • Small Business Hiring Experienced A Decline In August
    Small Business Hiring Experienced A Decline In August

    Hiring trends decrease, as pandemic concern heighten and labor shortages persist

    The CBIZ Small Business Employment Index (“SBEI”) reported a seasonally adjusted decrease of 1.79% for August, marking a significant decline following two months of growth during the summer season. 
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  • The Covid Surge Slows The Road To Recovery
    The Covid Surge Slows The Road To Recovery

    Only 38% of small business owners believe the United States is heading in the right direction – a 29% decline since June

    Small business owners across America are ringing the alarm about the direction the country is headed and are struggling to manage inflationary pressures, navigate the labor shortage and confront mental health struggles, according to a new survey released today from Goldman Sachs 10,000 Small Businesses Voices.
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  • Corporate Tax Rate Report
    Corporate Tax Rate Report

    Which companies are paying the highest, and lowest?

    With President Biden’s American Jobs Plan proposing increasing the corporate tax rate to 28%, the personal-finance website WalletHub today released its latest Corporate Tax Rate Report and expert commentary. The report provides an in-depth analysis of the 2020 federal, state and international tax rates paid by the S&P 100 companies, the largest and most established…
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  • Securian Financial & Securian Asset Management Sign Principles For Responsible Investment
    Securian Financial & Securian Asset Management Sign Principles For Responsible Investment

    PRI signatories are committed to including environmental, social and governance (ESG) factors in their investment decision making and ownership

    Furthering their commitment to secure a sustainable future, Securian Financial and its subsidiary, Securian Asset Management, have signed the United Nations-supported Principles for Responsible Investment (PRI).
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  • Digital Asset Investment Products Gaining Favor Among U.S. & European Institutional Investors
    Digital Asset Investment Products Gaining Favor Among U.S. & European Institutional Investors

    U.S. and European interest in digital asset investment products increased 12 percentage points year-over-year

    The majority (84%) of U.S. and European institutional investors are interested in purchasing institutional investment products that hold digital assets, and in the U.S., investors favor accessing these products through traditional financial firms, according to new insights from Fidelity Digital Assets’ 2021 Institutional Investor Digital Assets Study.
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  • Jackson Financial Completes Separation From Prudential
    Jackson Financial Completes Separation From Prudential

    “Regular Way” trading on NYSE expected to commence on September 20, 2021

    Jackson Financial Inc. (Jackson®) today announced that it has completed its previously announced separation from Prudential plc (Prudential; NYSE: PUK) through a demerger. Jackson is now an independent company, and its Class A common stock is expected to commence “regular way” trading under the ticker symbol “JXN” on the New York Stock Exchange on September…
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  • Good Tidings For Retailers
    Good Tidings For Retailers

    U.S. holiday retail sales may grow 7.4%* in 2021

    Consumers and brands alike are gearing up for what’s anticipated to be the most wonderful holiday retail season on record. According to Mastercard SpendingPulse™, which measures overall retail sales across all payment types including cash and check, this holiday season U.S. retail sales are anticipated to grow 7.4% excluding automotive and gas.
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  • Market Forecast Calls For Global Economy To Grow By 2.9%
    Market Forecast Calls For Global Economy To Grow By 2.9%

    Low interest rates will foster positive but low returns

    The global economy will experience annualized real growth of 2.9% over the next five years, along with annualized inflation of 1.7% in developed markets, according to Northern Trust’s Capital Market Assumptions Report, which is a five-year outlook.
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  • VanEck Launches New Active Municipal Bond ETF (SMI) Focusing On Sustainable Development
    VanEck Launches New Active Municipal Bond ETF (SMI) Focusing On Sustainable Development

    Providing investors the opportunity to pursue tax-exempt income with impact (ESG, SDGs, and Climate Action)

    VanEck today announced the launch of the VanEck HIP Sustainable Muni ETF (CBOE: SMI), the first ETF designed to offer exposure to investment-grade municipal debt securities that focus on sustainability as well as positive social, environmental and economic outcomes or mission accomplishment.
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