Product Portfolio

  • Tax Policy is a Top-Of-Mind For Advisors and Financial Professionals
    Tax Policy is a Top-Of-Mind For Advisors and Financial Professionals

    Why 75% say it is their clients’ biggest concern

    As lawmakers in Washington debate new proposals for taxing wealth transfer, capital gains and the income of top earners, tax policy remains a top concern for advisors, financial professionals and the clients they serve, according to Nationwide’s latest survey about the impact of the administration’s proposed policies.
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  • New Consumer Pricing Trends For Life Insurance
    New Consumer Pricing Trends For Life Insurance

    Data shows pricing stability, despite uptick in U.S. death rate

    Policygenius, the nation's leading online insurance marketplace, announced today the May data release of the Policygenius Life Insurance Price Index, which displays average monthly life insurance rates using current data from leading life insurance carriers. New data from this free index is published on a monthly basis to illuminate pricing trends for consumers.
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  • Becoming Your Best
    Becoming Your Best

    Empower advisors to help clients build a better financial future

    New York Life Investments today announced the launch of the Advisor Advancement Institute, a comprehensive, educational practice management platform to help financial advisors build better practices and develop deeper, more valuable client relationships.
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  • Monroe Capital Closes $455 Million Collateralized Loan Obligation Transaction
    Monroe Capital Closes $455 Million Collateralized Loan Obligation Transaction

    Secured by a portfolio of middle market senior loans

    Monroe Capital LLC (“Monroe”) today announced the closing of a $455 million term debt securitization known as Monroe Capital MML CLO XI, LTD. The term financing was Monroe’s sixth CLO completed since March 2018 and is secured by a portfolio of middle market senior secured loans.
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  • Not All Hybrids Are Created Equal
    Not All Hybrids Are Created Equal

    For state and local employee plans, there is no universal answer to what is considered an ‘optimal plan structure’

    Hybrid retirement plans for state and local employees are not new, but these plan designs have received increased attention in recent years as some jurisdictions have sought to modify workforce retirement benefits.
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  • Investor Positions Slightly Lower in April, Though Still Historically High
    Investor Positions Slightly Lower in April, Though Still Historically High

    Strong earnings and economic data, low volatility and continued reopenings help drive markets

    The Investor Movement Index® (IMXSM) decreased .85 percent to 8.14 in April, down from its March score of 8.21. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets.
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  • Quantifying The Cost Of Care In Retirement
    Quantifying The Cost Of Care In Retirement

    A couple retiring today will need $300,000 to cover medical expenses, an 88% increase since 2002

    According to Fidelity, a 65-year old, opposite-gender couple retiring this year can expect to spend $300,0003 in health care and medical expenses throughout retirement. For single retirees, the 2021 estimate is $157,000 for women and $143,000 for men.
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  • How B2B Responded To Pandemic Limitations And Ramped Up Remote Access & Training, Education
    How B2B Responded To Pandemic Limitations And Ramped Up Remote Access & Training, Education

    For many firms, Covid-19 spurred significant long-term investment as businesses prioritize customer experience, retention and growth

    Videoconferencing and remote work may have stolen the headlines, but they weren't the only business trends that emerged in response to the pandemic. B2B organizations also stepped up their investments in customer education initiatives.
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  • Small Business Hiring Trends Gain Momentum In April
    Small Business Hiring Trends Gain Momentum In April

    Regional and industry reopenings spur growth at the start of the second quarter for the CBIZ Small Business Employment Index

    The CBIZ Small Business Employment Index (“SBEI”) reported a seasonally adjusted gain of 3.57% for April. The remarkable gain in the reading highlights the quickened pace of hiring efforts as small businesses engage in increased economic activity. The CBIZ SBEI tracks payroll and hiring trends for over 3,500 companies that have 300 or fewer employees,…
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  • Finding Opportunities For Positive Change In A Challenging Year
    Finding Opportunities For Positive Change In A Challenging Year

    How investors came together to harness the power of finance to build a better world—despite the world 2020 delivered

    Domini Impact Investments LLC, a women-led impact investment firm, has published the Domini Funds 2020 Impact Report, which highlights how investors came together to harness the power of finance to build a better world—despite the world 2020 delivered.
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  • Seismic Shifts To Redefine The Landscape Of Philanthropy
    Seismic Shifts To Redefine The Landscape Of Philanthropy

    How many are incorporating charitable values into purchases, investments and where they work

    A major shift is underway in how people give, the tools they use and even what motivates them, according to a new report by Fidelity Charitable based on a survey of nearly 4,000 philanthropic individuals who gave at least $1,000 to charity in the previous year.
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  • Forty Percent Of Adult Children Question If Mom Is Financially Prepared For The Future
    Forty Percent Of Adult Children Question If Mom Is Financially Prepared For The Future

    So, why aren’t they taking the time to talk to her about it?

    As the country prepares to celebrate Mother’s Day, 40% of adult children question if their mother is financially prepared for the future. Yet, only 28% have had a conversation about her financial preparedness in the past year, according to a new Mother’s Day poll from Lincoln Financial Group (NYSE: LNC) and CivicScience.
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  • Mother’s Day: Remembering All They Do to Protect the Ones They Love
    Mother’s Day: Remembering All They Do to Protect the Ones They Love

    This is time to celebrate and honor mothers everywhere

    COVID-19 has highlighted all the ways mothers care for and protect their families. For many moms, the pandemic disrupted their work and home life as they dealt with working from home, school closings and child care disruptions. It also added to their stress.
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