2024-02-01 | consumers spending
... certain couples to follow new interests after retirement.The study's findings indicate that for relationships to achieve financial harmony, there has to be more communication and collaborative decision-making. Among other interesting patterns, almost one-third of couples say they differ about their future big financial objectives. Furthermore, women are much more likely than men to believe that their partners are more knowledgeable about investing-related subjects; 57% of women say their partner is more knowledgeable than they are (40%)....
2023-02-27 | consumers
... worldwide consumer brands use the customer-driven marketing platform Optimove. The top-line results of the poll included the following: | Consumers feel inundated with marketing communications; the message to marketers is "less is more." Important findings indicate the importance of email and text in marketing campaigns. The two channels that customers use the most are also the ones that marketers most frequently exploit. For marketers, it's a balance issue. Customers often ignore cold, irrelevant marketing emails and SMS. Just 9% of responders, according to the findings, open more tha...
2022-04-25 12:00:00 | sustainabillity
... These results indicate that companies can find suitable ways to expand and refine sustainability messages beyond the younger urban consumers who are already on board. Source: The Conference Board...
2022-04-25 10:00:00 | financial planning
... clients. Clients and estate planners need to plan for the unexpected, such as law changes or family dynamics, to manage increased complexity when it comes to estate planning." Source: TD Ameritrade...
2021-11-26 | economy retirement travel
... ...
2021-06-09 12:00:00 | consumers digital pandemic
... ans. While connectivity providers and device makers quickly rallied to keep the nation connected and productive, many consumers were overwhelmed with managing a wide range of devices, services and communications suddenly necessary for life at home. Networks, services, devices and institutions rallied to effectively support the shift to working and schooling from home. Some had connectivity and technology issues but for many, human factors posed more of a challenge. At the start of 2021, 55% of U.S. households included someone working from home and 43% had someone schooling from home. Top b...
2021-06-07 12:00:00 | consumers
... luded ‘it’s good for the planet,’ ‘to create a better world for future generations’ and ‘to reduce pollution and my carbon footprint,’” said Carla Fantoni, vice president of communications for the Carton Council and for Tetra Pak Americas. While this presents a rosy outlook, unfortunately what consumers report and what they actually recycle varies greatly, as anyone working in the recycling industry knows. For example, the most recent average national recycling rate according to the EPA is just 34%. However, while the nation experiences an increased focus on climate change a...
2021-05-19 12:00:00 | pandemic demographics
... ace in the workplace. They are also more likely to have experienced comments about their communication style than white women (15% vs. 5%). Most women who experience these behaviors do not report them to their employer, particularly the non-inclusive behaviors they feel are less "serious." A quarter of women cite fear of career reprisal as the top factor for not reporting these behaviors. In some cases, organizations may not even have the appropriate reporting mechanisms in place: only 31% of the women surveyed believe that their company currently has a process for reporting discrim...
2021-05-12 12:10:00 | economy
... 0.5 percent in April after being unchanged in each of the last 2 months. The index for communication rose 0.4 percent in April after being unchanged in March. The apparel index rose 0.3 percent in April after declining in each of the 2 prior months. The indexes for education, alcoholic beverages, personal care, and tobacco also increased in April. The medical care index rose 0.1 percent in April, the same increase as in March. The index for prescription drugs rose 0.5 percent and the index for hospital services increased 0.2 percent. The index for physicians’ services, however,...
2021-05-06 | investing
... s from feeling more confident in their financial futures The report showed that there are gaps in perception and a lack of communication amongst couples, which can prevent them from making long-term financial decisions together. Sixty nine percent of men claim they take the lead on long-term financial decisions. While men believe only a small portion of women take the lead (11%), the report found that 30% of women claim they do—a 19% gap in perception. Most men who take the lead (nine out of 10) want their spouse to be more involved in long-term financial decision-making. On the contr...
2021-04-14 12:00:01 | demographics investing
... assets, grew in influence with a rising share of households and Assets Under Management (AUM). During the study period, the Mass Market grew from 30% to 38% of households with Mass Affluent ($100K to ...
2021-04-13 12:00:01 | investing pandemic
... Communication services 21% 24% Consumer discretionary 20% 15% Utilities 19% 20% Materials 19% 15% ...
2021-04-01 15:00:00 | retirement investing
... ht want to “retire” their thinking. When asked what types of tools and information investors wish their employers would provide to help navigate their retirement plans, responses varied across employee profiles: While 35% of investors utilize their employer plan administrator most for advice on how to invest for retirement, fewer than half of investors (46%) reported receiving materials or tools from their employer. 37% of women and 42% of millennials said more personalized advice would be most helpful. While millennials are interested in simplified plan menus and better fund descript...
2021-03-29 12:00:00 | housing
... llifson, owner and vice president of operations of T-Square Real Estate Services. "It's all about maintaining a relationship and open communication to figure out the best path for your unique situation. Landlords can direct tenants where to find assistance or work out payment plans that support both parties. Keeping people housed is the right thing to do, and it’s also good for business, so landlords are highly motivated to work with renters to get through the pandemic together.” One mutually beneficial solution is offering a repayment plan and amortizing the back rent into ongoing rent...
2021-03-18 15:00:01 | pandemic seniors
... participants were selected randomly with age and homeownership being the only qualifying factors. Source: AAG...
2021-03-09 | technology
... hnology in their financial relationships, Edward Jones announced a suite of new and enhanced tools to help clients track their financial goals. The new tools include improved communication with their advisor, linking to non-Edward Jones accounts, and managing money transfers, bill paying and depositing checks. Many investors are seeking a human financial advisor who can leverage the latest tools and technology as part of the financial advisor relationship. Thirty-three percent of survey respondents noted that they work with a financial advisor to manage their overall financial health, whil...
2021-02-12 09:30:30 | pandemic saving retirement
... oney. Over four out of five coupled parents (82%) say their spouse is helpful when it comes to financial decision-making, up 7 percentage points from last year. More have opened lines of communication, with over half of parents who share investing decisions with a partner (55%) say they discuss investing with them frequently, up 6 percentage points from last year. Parents who made decisions alone tended to express regret about their decisions, with 43% saying that they feel guilty after making a financial decision without telling their partner, increasing 4 percentage points from last year...
2021-02-09 | communication
... phone calls or emails, texts are the best way for businesses to reach them quickly. “Most businesses have realized over the past few years that texting was their missing communication channel, and for the remaining few who hadn’t yet, COVID-19 was a wakeup call,” said John Lauer, CEO of Zipwhip. “The overnight shift to remote work, remote socializing, remote errands, cemented the need for a quick and easy way to communicate with customers. After forming this habit for the last year, we’re not going back.” With in-person interactions curtailed, consumers are turning to their ...
2021-01-29 09:30:30 | benefits workplace
... ning and guidance resources.” “Fortunately, benefits providers can help employers by: providing robust education programs; developing engaging, year-round communication campaigns; and offering innovative digital tools to help their employees understand and maximize their workplace benefits,” explained Frend. “At Voya, we recently launched a new HSA digital assistant — myHealthMoney — to help employees plan for future health-care expenses. In 2021, Voya is working to enhance the capabilities of this powerful tool to help Americans make informed benefits decisions and manage their...
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