The Broker Innovation Lab celebrates brokers and other benefits stakeholders who have embraced the changing marketplace to position themselves and their business for future success
Among the characteristic economic trends since the financial downturn is a distinct slowdown in institutional investors’ pace in changing either investment managers or asset allocations.
Investment counselors have sounded the clarion call throughout years and decades past: When thinking about retirement – when simply saving and investing their well-earned money – people should strive to diversify.
Among the most widespread technological developments in recent years is the emergence of social media as primary conduits of communication, both business and personal.
In a time during which uncertainty prevails – instead of assurances that a universe of options will remain stable throughout a multi-year period – it’s generally best to plan for one of the likely possibilities but remain flexible and ready to change when more reliable tenets emerge.