Generation Y

Fidelity® Research Spotlights Significant Growth Opportunity for Advisors With Young Investors

Retrieved on: 
Tuesday, January 24, 2023

This is the latest example of Fidelity’s commitment to meeting the financial needs of the next generation of investors, while also offering wealth management firms the products, insights, and technology they to attract young investors.

Key Points: 
  • This is the latest example of Fidelity’s commitment to meeting the financial needs of the next generation of investors, while also offering wealth management firms the products, insights, and technology they to attract young investors.
  • Despite young investors’ interest in their finances, advisors are not capitalizing on opportunities to engage them.
  • Client Lifetime Value Tool, which leverages a proprietary data model to help firms determine the long-term value of young investors.
  • New thought leadership, It's Time to Change Your Mind about Young Investors, which takes a deeper dive into Fidelity’s research and three-step approach to better serve the needs of next generation investors.

Credi2 develops joint BNPL solution for card-issuing financial institutions with Visa

Retrieved on: 
Thursday, January 12, 2023

Providers who integrate this white-label solution into their card apps gain access to a billion-dollar market that is still largely untapped.

Key Points: 
  • Providers who integrate this white-label solution into their card apps gain access to a billion-dollar market that is still largely untapped.
  • The new white-label offer for card-issuing banks, developed by credi2 in cooperation with Visa, will enable cardholders to make flexible installment payments via Visa credentials in future.
  • With the seamlessly integrated BNPL option, banks can benefit from a rapidly growing pre- and post-purchase BNPL market worth billions.
  • The white-label solution developed by the two partners can be modularly adapted to the requirements of the respective card-issuing financial institution.

Principal® Survey Finds Retirement “Super Savers” Undeterred by Market Volatility and Inflation, Prioritizing Lofty Savings Goals

Retrieved on: 
Tuesday, September 13, 2022

New survey findings from Principal Financial Group shows retirement Super Savers1 are prioritizing their long-term savings goals even with market volatility, inflationary pressures, a threat of recession, and rising health care costs all weighing on their minds.

Key Points: 
  • New survey findings from Principal Financial Group shows retirement Super Savers1 are prioritizing their long-term savings goals even with market volatility, inflationary pressures, a threat of recession, and rising health care costs all weighing on their minds.
  • To execute on their long-term retirement goals, Super Savers are primarily looking to financial institutions for support.
  • The Principal Super Savers study is an online survey conducted by Principal from June 24, 2022, to July 5, 2022.
  • 1 Principal super savers put away 15% or more of their income or 90% or more of the IRS maximum.

As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals

Retrieved on: 
Tuesday, June 28, 2022

Natixis Investment Managers surveyed 300 financial advisors across the United States, as part of a larger global survey of 2,700 financial professionals in 16 countries.

Key Points: 
  • Natixis Investment Managers surveyed 300 financial advisors across the United States, as part of a larger global survey of 2,700 financial professionals in 16 countries.
  • Natixis Investment Managers multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 20 active managers.
  • Additionally, investment solutions are offered through Natixis Investment Managers Solutions and Natixis Advisors, LLC.
  • Natixis Investment Managers distribution and service groups include Natixis Distribution, LLC, a limited purpose broker-dealer and the distributor of various U.S. registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.

"Lead With We" Podcast Now Available Aboard United Airlines Flights

Retrieved on: 
Tuesday, February 1, 2022

Available on all streaming platforms, Lead With We listeners can now tune in while flying aboard any United Airlines flight.

Key Points: 
  • Available on all streaming platforms, Lead With We listeners can now tune in while flying aboard any United Airlines flight.
  • With a strong commitment to sustainability, United Airlines and its leadership team embody the podcast's true message: take meaningful action now for a thriving future.
  • That's why we're excited that the Lead With We podcast will now be available to domestic travelers on United," said Mainwaring on the new partnership.
  • United Airlines won Air Transport World's 2021 Eco-Airline of the Year award, recognized for its commitment to decarbonizing travel.

Digital Insurance Claims Management Languishes, J.D. Power Finds

Retrieved on: 
Tuesday, December 7, 2021

Property and casualty (P&C) insurance claims were supposed to be the tip of the sword when it came to digital transformation.

Key Points: 
  • Property and casualty (P&C) insurance claims were supposed to be the tip of the sword when it came to digital transformation.
  • At a time when virtually every other industry is experiencing significant gains in digital customer engagement, the insurance claims process has not really evolved beyond the launch of digital photo estimation three years ago, said Martin Ellingsworth, executive managing director of P&C insurance intelligence at J.D.
  • Its no secret the industry has been investing heavily in back-end technology such as straight-through processing, which should help set the stage for faster, more personalized digital claims management tools.
  • The U.S. Claims Digital Experience Study, now in its second year, evaluates digital experiences among P&C insurance customers throughout the claims process.

Home Insurers Struggle with Customer Loyalty as Boomers Flock to Rental Market, J.D. Power Finds

Retrieved on: 
Tuesday, September 21, 2021

Power 2021 U.S. Home Insurance Study,SM released today, home insurers have struggled to navigate that transition with products and services designed to maximize customer lifetime value.

Key Points: 
  • Power 2021 U.S. Home Insurance Study,SM released today, home insurers have struggled to navigate that transition with products and services designed to maximize customer lifetime value.
  • The U.S. Home Insurance Study examines overall customer satisfaction with two distinct personal insurance product lines: homeowners and renters.
  • Power has been delivering incisive industry intelligence on customer interactions with brands and products for more than 50 years.
  • Power defines generational groups as Pre-Boomers (born before 1946); Boomers (1946-1964); Gen X (1965-1976); Gen Y (1977-1994); and Gen Z (1995-2004).