November 22, 2019
PERSONAL FINANCE, FINANCIAL WELLNESS, ANNUITIES, TAXES, CHARITY & FINANCIAL LITERACY
- These Are Americans’ Top 3 Financial Priorities ; Survey: 40 percent of credit card debtors have higher balances than over past decade
- Everyone should have a financial plan, and writing one is easier than you think ; How independent financial advisers can help themselves to retire
- Millennial money: Secrets of a Black Friday shopper
- Attention gig economy workers: Better banking options are on the way ; Be Careful With Savings Products from Credit Karma, Wealthfront, Betterment and SoFi ; Consumers Unaware of How Apps Use Financial Data
- Lack of financial literacy leaves physicians fretting
- How to give the gift of a college education ; 6 reasons Millennials need estate planning
- Uptick in riskier annuities purchases ; 7 Reasons Low, Low Interest Rates Could Make Us Sick
HEALTHCARE & WELLNESS
- Healthcare trends that will rock medical care in the 2020s
- Why It Almost Never Makes Sense To Purchase Gold Or Platinum Healthcare Coverage
- Affordable mental health care? It’s getting even tougher to access
- Long-Term Care Insurance Can Improve Retirement Readiness
- AMA adopts new policy on training physicians in healthcare economics
TECH, MEDIA & SOCIAL MEDIA
- Macy’s data breach sees customer payment details stolen
- What’s your client up to? Why data will tell you before they do ; Financial advisors need to put cybersecurity plans to the test
- 3 ways that Washington is set to take on the ‘scourge’ of robocalls
- How human resources became a technology powerhouse
- How Apple and Disney are challenging Netflix’s binge-watching model ; Amazon Is Planning to Open Cashierless Supermarkets Next Year
401k, 403b, 457b, NONQUALIFIED, STATE-RUN PLANS & LITIGATION
- Consider Demographic Differences When Planning Financial Wellness Initiatives
- DC Plans Need Private Investments, Neuberger Berman Says ; SEC moving toward opening private markets to more ordinary investors
- Could Auto-Enrollment Be a Boost for Government DC Plan Participants?
- Senators Seek Path to Ban Federal Retiree Investments in China ; The 5 biggest ERISA retirement plan settlements of 2019 ; SEC Wants to Protect Teachers, Military Members from Getting Duped
PENSIONS
- Global Pension Funding Gap to Hit $15.8 Trillion in 30 years ; What DB Plans Can Learn From Insurance Companies ; LDI the Key to DB Plan Funded Status Gains
- Does Governor Pritzker Truly Want To Solve The Illinois Pension Crisis? ; Illinois lawmakers pass pension sweeteners without knowing the cost
- ‘There’s going to be a lot of very nervous public employees:’ Court to hear pension case
- NYC pension leader targets three utilities over emissions plans
- Kentucky auditor report: Teacher pensions doing fine, gaining money ; Louisville Plan To Use Surplus Funds For Pensions Makes Sense, Expert Says
- Oregon Pension Stung by Investments in Socially Irresponsible Companies Via Index
- At Long Last: Senate Moves Forward With a Multiemployer Pension Rescue ; Marion County Commission urges Congress to protect miners’ pensions
- AK Steel forges annuity contract for $615 million in pension liabilities
INTERNATIONAL
- The Cinderella of pensions is finally going to the ball
- Worried about not having enough in retirement? Here’s how to reduce the pressure
- Why taxes on pensioners in Germany have risen up to 500 percent since 2010
- Denmark’s $450 billion pension fund industry gets wake-up call
- An Alberta Pension Plan could be a slam-dunk
MARKETS
- Consumer Confidence Continues Four-Week Climb ; 82% Of Americans Fear A Recession In The Next Year ; World’s Rich Are Rattled and Seeking Old-Fashioned Security
- The Fed Is Done Cutting Interest Rates. Until It’s Not.
- Crude oil, gasoline inventories rise, but less than expected ; Oil & gas industry turns to AI for billions in savings ; America’s war over natural gas hits home in New York
- Flows into bond ETFs surpass those into equity ETFs for first time since 2009 ; Fund investors continue retreat from US stocks
- Rules, taxonomies for sustainable investing shouldn’t be too burdensome, experts say ; Strategies for Sustainable Portfolio Construction
- Moody’s downgrades outlook for German banking system to negative
- A Delayed US-China Trade Deal Will Hurt US Stocks, Especially The Tech Giants
- Equities Back in Favour for Sovereign Investors in Third Quarter
ALTERNATIVE INVESTMENTS
- Advisers seek ‘alternatives’ edge from third party funds ; Industry to face fresh wave of unpaid arbitration claims
- Hedge funds struggle as stocks keep behaving like bonds ;
Match.com for Hedge Funds or Low- - Rent Telemarketing Service? Cold-Calling Firm Murano Connect Has Many Fans, but Just as Many Detractors.
- Investors lean into private equity as hedge funds falter: survey ; House hearing on private equity lands with a whimper
- Growth of global private credit continues, new research shows ; The Tension Over Taming Private Credit
- Cryptocurrency market continues negative slide ; Hackers Dump 2.2M Gaming, Cryptocurrency Passwords Online
- REIT firm pays $8 million SEC fine over misleading accounting
- Family Office Capital Allocations
