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 to realizing that value.

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.

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.

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. 

The United States slipped one spot to No. 17 among developed nations in the 2021 Global Retirement Index (GRI), released today by Natixis Investment Managers (Natixis IM). The ninth annual index, a snapshot of the relative financial security of retirees in 44 countries, shows that many Americans feel that their retirement dreams are slipping away, notably as a result of the macro-economic consequences of the COVID-19 pandemic including increased government debt, rising inflation and persistently low interest rates

Primerica, Inc. (NYSE: PRI), a leading provider of financial services in the U.S. and Canada, is releasing its latest quarterly Middle-Income Financial Security Monitor – a national survey of middle-income families measuring their financial situation.

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.

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 businesses in the U.S.

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).

For the first time in more than a decade, we’re seeing signs of inflation in the U.S. Retailers, manufacturers, service providers, and consumers are all starting to notice it. According to one report, mentions of inflation on S&P 500 Q2 earnings calls have gone up 1,100 percent year-over-year.