Marketing

  • CFP Board Announces March 2024 CFP® Certification Exam Results
    CFP Board Announces March 2024 CFP® Certification Exam Results

    Total number of active CFP® professionals projected to surpass 100,000 certificants in U.S.

    CFP Board today announced the results of the March 2024 CFP® Certification Exam. The exam was administered during a March 12-19 testing window to 3,683 candidates.
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  • The Millennial Approach To Estate Planning
    The Millennial Approach To Estate Planning

    From financial strains to future gains-- how a generation is preparing for the the unpredictable

    Trust & Will, the leading digital estate planning and settlement platform in the U.S., releases the findings of its fourth annual Millennial Estate Planning Study, providing insight from nearly 15,000 Millennials on end-of-life and estate planning preferences.
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  • Over One-Quarter Of Recent Homebuyers Have No Idea How Much Their Agent Was Paid
    Over One-Quarter Of Recent Homebuyers Have No Idea How Much Their Agent Was Paid

    Nearly 20% of recent buyers have no idea who paid their agent and how the amount was determined

    More than one-quarter of recent homebuyers (28%) have no idea how much their agent was paid, and 17% have no idea how the amount was determined, according to a new report from Redfin. A similar share—19%—have no idea who paid their agent.
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  • Rising Insurance Costs A Growing Concern For Real Estate Investors
    Rising Insurance Costs A Growing Concern For Real Estate Investors

    Soaring premiums, difficulty securing coverage limiting investor purchase activity

    Insurance challenges have become a major cause of concern among real estate investors, according to the Spring 2024 Investor Sentiment Survey from RCN Capital, conducted by market intelligence firm CJ Patrick Company.
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  • Households May Finally Be Adjusting To Higher Mortgage Rates
    Households May Finally Be Adjusting To Higher Mortgage Rates

    Greater optimism toward homebuying and home-selling conditions, even as pessimism toward rates jumps

    The Fannie Mae Home Purchase Sentiment Index® (HPSI) decreased 0.9 points in March to 71.9, its first decline since November 2023, due primarily to increased pessimism about the direction of mortgage rates.
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  • Advisor Affiliation Matters To Affluent Investors
    Advisor Affiliation Matters To Affluent Investors

    National organizations with well-known brands garner strength across wealth tiers

    One of the largest criterion for selecting an advisor is the type of firm that employs the advisor. According to the latest Cerulli Edge—U.S. Managed Accounts Edition, brand recognition holds significant weight among affluent investors.
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  • Higher Mortgage Rate Forecast Leads To Decline In 2024 Home Sales Expectations
    Higher Mortgage Rate Forecast Leads To Decline In 2024 Home Sales Expectations

    Recent inflation data likely to keep mortgage rates ‘higher for longer’ than previously forecast

    The increase in mortgage rates in February has driven a modest downgrade to expectations for total home sales and mortgage originations in 2024, according to the March 2024 commentary from the Fannie Mae Economic and Strategic Research (ESR) Group.
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  • Nearly 75 Percent Of First-time Homebuyers Are Optimistic About The Current Housing Market
    Nearly 75 Percent Of First-time Homebuyers Are Optimistic About The Current Housing Market

    Despite optimism, approximately 60 percent of those surveyed express concerns about affordability related to interest rates, overpaying and additional expenses

    Amid lingering concerns around affordability and interest rates, most first-time homebuyers still feel optimistic about the housing market in 2024 and are ready to spend, according to an annual study from TD Bank, America's Most Convenient Bank.
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  • Fraud, Identity, And Digital Banking
    Fraud, Identity, And Digital Banking

    Fraud protection is #1 consideration for majority of consumers selecting a new financial service provider

    Leading global analytics software company, FICO, today released new research showing the need for financial services providers to provide robust hybrid banking models to meet customers’ evolving demands.
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  • Sizing The Market For The Saver’s Match
    Sizing The Market For The Saver’s Match

    21.9 million Americans could qualify for Secure 2.0 Saver’s Match

    A research report about the SECURE 2.0 Saver’s Match provision published today by the Employee Benefit Research Institute (EBRI) found that 21.9 million Americans could qualify to receive a matching retirement plan contribution from the federal government starting in 2027.
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  • Balancing Tech And Touch In Human Resources
    Balancing Tech And Touch In Human Resources

    39% of employees believe current level of AI involvement in HR processes is appropriate; 20% prefer more

    A new study from Paychex, Inc. reveals the benefits and challenges of artificial intelligence (AI) in the human resources (HR) industry, and how opinions on its use and effectiveness differ between HR professionals and employees.
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  • Small Business Credit Habits And Needs
    Small Business Credit Habits And Needs

    Small businesses appear optimistic about growth despite critical cash flow issues

    Pathward®, N.A., today announced the release of its “Small Business Credit Habits and Needs” report, which found that while one in three small businesses have struggled with cash flow in the changing economy, 70% consider themselves to be in growth mode.
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  • 16.1 Million Will Miss Work Super Bowl Monday, Millions More Plan to Show Up Late
    16.1 Million Will Miss Work Super Bowl Monday, Millions More Plan to Show Up Late

    Open communication among managers, teams, and technology can help build trust and create a great place to work

    Bring in the backups! An estimated 16.1 million1 U.S. employees plan to miss work the Monday after Super Bowl LVIII, including over 6 million U.S. employees who will risk a workplace penalty for faking sick or “ghosting” work altogether and not showing up.
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