Benefits

  • Asset Owners See Sustainability as Core to Future of Investing
    Asset Owners See Sustainability as Core to Future of Investing

    Increasingly, they’re embracing ESG and factoring it into their strategy

    A majority of asset owners globally actively integrate ESG factors into their investment process, according to a new survey published today by the Morgan Stanley Institute for Sustainable Investing and Morgan Stanley Investment Management. The new survey polled 110 public and corporate pensions, endowments, foundations, sovereign wealth entities, insurance companies and other large asset owners…
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  • Within Crisis: Opportunity And Advantage
    Within Crisis: Opportunity And Advantage

    How business owners can take advantage of opportunities brought about by the pandemic

    by Ami Kassar

    There’s no denying that a societal crisis, especially a global one, can be a game changer for the business community. Plenty of business people – entrepreneurs and others – are dealing with real pain of these life-threatening, and business-threatening, situations. We can only hope for the best.
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  • How Has The Pandemic Impacted Our Small Business Community?
    How Has The Pandemic Impacted Our Small Business Community?

    From operations to access, capital to balance sheets, the severity of a struggle to rebalance and restart

    With the novel coronavirus impacting small business community, the National Association for the Self-Employed (NASE) today highlighted the survey results of the State of Small Business Report conducted by the Small Business Roundtable and Facebook, which indicates that small and medium-sized businesses in the United States are being hit hard by the COVID-19 crisis. NASE…
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  • The Health And Well Being Of Our Retirement
    The Health And Well Being Of Our Retirement

    Social security faces serious financial challenges

    A new issue brief from the American Academy of Actuaries, An Actuarial Perspective on the 2020 Social Security Trustees Report, provides policymakers and the public with an actuarially informed overview of Social Security’s financial condition and projections of its condition.
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  • Deferred Annuity Sales Barely Decline Despite Effects of Pandemic
    Deferred Annuity Sales Barely Decline Despite Effects of Pandemic

    Amidst the devastation of Covid-19 on the annuity industry, annuity sales are only down in the single digits

    Wink’s Sales & Market Report is the insurance industry’s #1 resource for annuity sales data since 1997. Sixty-one indexed annuity providers, 48 fixed annuity providers, 68 multi-year guaranteed annuity (MYGA) providers, 12 structured annuity providers, and 47 variable annuity providers participated in the 91st edition of Wink’s Sales & Market Report for 1st Quarter, 2020.…
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  • Reinventing The Workplace
    Reinventing The Workplace

    When resilience can determine organizational survival, only 16% expect to increase investment

    With COVID-19 creating urgency around workforce reinvention, it's clear that while organizations have doubled down on investments in technology over the past decade, many have significantly underinvested in how humans could adapt to and embrace new ways of working. Only 17% of respondents are making significant investments in reskilling to support their AI strategy with…
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  • Advisors Push Ahead with Hiring Plans Amid The Pandemic
    Advisors Push Ahead with Hiring Plans Amid The Pandemic

    According to FlexShares survey advisory firm recruiting is moving ahead despite the current market environment

    Advisory firm recruiting is moving ahead despite the current market environment, according to a survey conducted this month by Northern Trust Asset Management’s FlexShares® Exchange Traded Funds. The survey found that 41 percent of financial advisors are making plans to grow their team in the near-term, defined as “during or soon after” this market downturn.…
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  • Data: A Journey Into The New Normal
    Data: A Journey Into The New Normal

    For today’s insurers, data has become a strategic enterprise asset

    by Ben Moreland

    Data is vital. Right now, in the middle of a pandemic, no one seems to be arguing that data isn’t absolutely essential. What many people don’t realize however, is that the same attributes that make data essential and vital today, don’t go away when times of crisis aren’t here. Data, effectively used, will always have…
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  • Retirement Preparedness Is Top Concern Among Employers
    Retirement Preparedness Is Top Concern Among Employers

    Will they make it through retirement financially intact?

    Fidelity Investments®, one of the industry’s most diversified and largest financial services companies, today announced the results of the 11th edition of its Plan Sponsor Attitudes Study. According to the study, the top concern among 1,500 plan sponsors was whether their plan is effectively preparing employees for retirement financially, consistent with previous years. In late…
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  • American Academy of Actuaries Assesses Available Risk Mitigation Policy Options
    American Academy of Actuaries Assesses Available Risk Mitigation Policy Options

    To limit effects of COVID-19’s new uncertainties for health insurers

    The COVID-19 pandemic is affecting the U.S. health care system in numerous ways, many of which will affect health insurers. This includes impacts due to uncertainties surrounding changes in the utilization of health care services, shifts in enrollment, and the duration of the pandemic. A new issue brief from the American Academy of Actuaries outlines…
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  • How Might Today’s Stimulus Shape The Future?
    How Might Today’s Stimulus Shape The Future?

    History suggests where zero interest rates and big spending may lead

    Since economic activity began to shut down amid concerns about the spread of COVID-19, the federal government has committed to spend trillions of dollars to try to offset the impact on businesses, consumers, municipal governments, and financial markets. In response, stocks have risen, liquidity has increased in bond markets, and volatility in many markets has…
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  • Do Americans Trust Their Banks More Than Their Government?
    Do Americans Trust Their Banks More Than Their Government?

    As the COVID-19 response continues to develop, consumer loyalty appears to lie where there money is

    DepositAccounts.com has released the findings of its latest survey on consumer confidence in both banking institutions and the U.S. government during the COVID-19 pandemic. On the whole, the survey shows that Americans largely seem to trust their banks in this time of crisis with 78% of consumers have at least some trust in their banks…
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  • AICPA Offers Loan Forgiveness Calculator for Paycheck Protection Program
    AICPA Offers Loan Forgiveness Calculator for Paycheck Protection Program

    Template Shared with Treasury and SBA to Help Resolve Outstanding Issues in Process

    The American Institute of CPAs has created a loan forgiveness calculator for the Paycheck Protection Program (PPP), the main small business relief vehicle under the CARES Act, and today shared it with the Treasury Department and Small Business Administration. Questions surrounding loan forgiveness have been a major stumbling block to successful PPP implementation, and the…
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