Retirement confidence plunges on fears of market correction, inflation
RACI index hits low for the year as advisors describe a constellation of worries that have clients pulling back.
Source: financial-planning.com
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How COVID-19 cratered customer acquisition, profitability
New research finds that it's become harder than ever to acquire new customers — and equally challenging to engage newly acquired ones.
Source: bondbuyer.com
Focusing the ESG lens on munis
While a majority of the industry says ESG matters, a consensus on how to define it for this 50,000-issuer, $4-trillion marketplace is still uncertain.
Source: bondbuyer.com
The good, bad and ugly about fast money | Financial Planning
Digital technologies are transforming the delivery of financial services and reshaping consumer expectations. At the heart of change is the speed of money movement, which now represents the future — success for those who deliver, challenges for those who don’t.
Source: financial-planning.com
How companies hurt themselves by neglecting DEI
Despite BLM, #MeToo and other movements for equality and justice, employers don’t understand enough about the impact of neglecting DEI on company health.
Source: financial-planning.com