Alpha Sense BI

FEBRUARY 6, 2024

The following investment research approaches can help inform investment decisions and mitigate potential risks: Valuation and Company Research – Evaluating the financial health and performance of healthcare companies by analyzing their financial statements, competitive position, management team, and growth prospects.

Research 98

Research Primary Research Due Diligence Competitive Positioning 98

CIO

FEBRUARY 22, 2024

Nvidia has announced stellar earnings for the fourth quarter, further fueling the momentum behind its soaring valuations. Its valuation recently surged beyond those of Alphabet and Amazon while dethroning Tesla as the most traded stock. Revenue for the quarter, which ended January 28, reached $22.1

Pharmaceutical 685

Pharmaceutical Alliance Globalization Technology 685

Zoominfo

OCTOBER 2, 2019

Once upon a time, startups with a billion-dollar valuation were so unique that they were deemed unicorns. This could mean dramatically improving upon an existing solution or breaking into the market with an entirely new type of product. . So, they scrapped their original idea to instead focus on credit solutions for entrepreneurs.

Startups 182

Startups Entertainment Travel Sales 182

Wink Intel

MARCH 2, 2021

The Assist tool analyzes that solution and suggests additional investments from its proprietary screener to add to accounts and reoptimize. Real estate, mortgage valuation and refinancing decisions. Annuity, pension and social security valuations. Assessments of risk dimensions for each investment. Company Chairman Stanley J.

IT 69

IT Benchmarking Banking Innovation 69

IT Business Edge

AUGUST 25, 2022

It helped that Aisera has a unique platform that leverages predictive AI for managing customer service, IT and sales. The valuation of the round came to $1.25 Founded in 2008, airSlate has created an automation platform that allows for e-signatures, PDF editing, document management and workflow solutions. airSlate raised $51.5

Startups 88

Startups IT Capital Loss 88

Alpha Sense BI

APRIL 16, 2024

Solutions such as AlphaSense provide the most comprehensive insights, market intelligence, trends, and expert opinions to remove the complexity and guesswork of conducting your research, and deliver efficiencies to your workflow. Lending is more costly than ever, and valuations are down as well.

Competitive 52

Competitive Management Due Diligence Competitive Positioning 52

Evalueserve

DECEMBER 13, 2021

The PRI is the world’s leading proponent of responsible investment, with over 4,500 signatories made up of asset owners, investment managers, and service providers. Our data solutions combine domain knowledge and the latest AI techniques to deliver ESG benchmarks, forecasts, and scores. Read the official press release here. .

Value Chain 52

Value Chain Benchmarking Capital Knowledge 52

Wink Intel

OCTOBER 2, 2023

Rather than using traditional valuation metrics, the Siegel Index focuses on the use of operating earnings and total enterprise value as measures of valuation. Developed and launched in December 2018, the Siegel Index seeks to provide excess returns through a unique set of proprietary volatility controls.

Win 40

Win Innovation Globalization Finance 40

Wink Intel

FEBRUARY 3, 2021

Conduct research on theoretical valuation methodologies and models for derivatives and/or financial instruments. . Develop practical valuation solutions for the business to utilize. . Develop and/or utilizes code libraries for market consistent valuations, statistics, solving optimization problems, analytics and attributions.

Research 40

Research Knowledge Finance Capital 40

Wink Intel

JULY 18, 2023

These innovations from ARS have introduced a new way to deliver income by reengineering an annuity to include a daily market valuation, which allows it to function like any other investment within the participant’s portfolio. “We at Annexus Retirement Solutions knew we could do better. .

Innovation 40

Innovation Value Chain Retail Knowledge 40

Wink Intel

FEBRUARY 3, 2021

.–( BUSINESS WIRE )–Hannover Life Reassurance Company of America (“Hannover Re US”) announces the promotions of Tiffany Norman to Senior Vice President, Head of Annuity Solutions; Aaron Kinakin to Senior Vice President, Head of Structuring; and Thomas Porter, Senior Vice President, Head of Financial Reporting and Valuation.

Due Diligence 40

Due Diligence Marketing Marketing Win 40

Wink Intel

OCTOBER 2, 2023

SAN FRANCISCO–( BUSINESS WIRE )– RetireOne , the leading independent platform for fee-based insurance solutions, in partnership with Allianz Life Insurance Company of North America (Allianz) released their joint 2023 RIA Protected Accumulation + Retirement Income Survey today. Currently servicing over $1.4

IT 40

IT Security Security Loss 40

Alpha Sense BI

DECEMBER 1, 2022

As straight buyouts become harder to come by in a market still experiencing the effects of inflated valuations from last year , PE firms are getting more deals in the form of add-ons, take-privates, and corporate carve-outs. Business products and services deals continue to lead volume this year, accounting for 37.8%

Due Diligence 69

Due Diligence Capital Sports Entertainment 69

Wink Intel

NOVEMBER 13, 2023

NYSE: FNF ) is a leading provider of title insurance and transaction services to the real estate and mortgage industries. F&G is a leading provider of insurance solutions serving retail annuity and life customers and institutional clients and is headquartered in Des Moines, Iowa. JACKSONVILLE, Fla. , Nov.

Loss 40

Loss Retail Sales Management 40

Wink Intel

AUGUST 15, 2023

As we strive to maximize margins in a given market, we will also continue to manage our business for the long-term, providing protection for our policyholders and outstanding service to our customers.” NYSE: FNF ) is a leading provider of title insurance and transaction services to the real estate and mortgage industries.

Loss 40

Loss Retail Sales Management 40

Wink Intel

FEBRUARY 26, 2024

NYSE: FNF ) is a leading provider of title insurance and transaction services to the real estate and mortgage industries. F&G is a leading provider of insurance solutions serving retail annuity and life customers and institutional clients and is headquartered in Des Moines, Iowa. JACKSONVILLE, Fla. , Feb.

Loss 40

Loss Retail Sales Capital 40

Wink Intel

AUGUST 8, 2023

Protection Solutions (“PS”) reported $770 million in gross written premiums with Employee Benefits and accumulation-oriented VUL gross premiums up 15% and 4%, respectively, over prior year quarter. Investment Management and Research (AllianceBernstein or “AB”) 6 reported net outflows of $4.0 About Equitable Holdings Equitable Holdings, Inc.

Loss 40

Loss Capital Globalization Intellectual Property 40

Wink Intel

DECEMBER 7, 2023

equity market and valuations in 2018, my research indicated that the global equity market had higher expected returns compared to the U.S. ” About Annexus Annexus designs solutions to help Americans grow and protect their retirement savings. CIBC offers a full range of solutions and services in the U.S.,

Win 40

Win Banking Commerce Finance 40

Evalueserve

JUNE 10, 2021

I work as an Associate Vice President in the IP and R&D Solutions team at Evalueserve. I lead the research and solution development for R&D and innovation functions for our clients. These changing needs will profoundly influence how companies approach their products and services, including research and development.

Sports 59

Sports Innovation Research Intelligence 59

Wink Intel

APRIL 18, 2022

New York Life and its affiliates provide insurance, investment, and retirement solutions that help people at all stages of life, delivered through the company’s industry-leading agency field force. LINA and NYLGICNY are referred to as the New York Life Group Benefit Solutions business. For methodology, please see [link].

Retail 40

Retail Finance Capital Management 40

Wink Intel

APRIL 12, 2021

SAN FRANCISCO , April 7, 2021 /PRNewswire/ — RetireOne ® — the leading independent platform for fee-based insurance solutions — today announced the broad availability of the Advisory Annuity Impact Calculator , a tool that enables advisors to evaluate improvements in risk-adjusted returns for their client-specific portfolios.

Loss 40

Loss Benchmarking Learning Marketing 40

Alpha Sense BI

JUNE 29, 2023

Green IT : IT services prioritizing environmental sustainability are playing a major part in the climate action movement. In these cases, we may supplement those efforts with waste-to-energy solutions where environmentally and socially responsible options exist.

Due Diligence 52

Due Diligence Finance Restaurants Banking 52

Wink Intel

OCTOBER 25, 2021

19, 2021 /PRNewswire/ — Leading insurance and financial services provider Nationwide, in partnership with Capital Group, home of American Funds, today announced the NCIT American Funds Lifetime Income Builder Target Date Series (The TDF Series). COLUMBUS, Ohio , Oct.

Capital 40

Capital Security Security Banking 40

Wink Intel

NOVEMBER 15, 2021

” Predictions in the report include: A proactive response to the threats posed by economic inflation in the form of rising prices for goods and services as well as social inflation, a trend towards larger jury verdicts and legal settlements, in both pricing and underwriting.

Market Intelligence 52

Market Intelligence Globalization Intelligence Intelligence 52

Happy Market

APRIL 1, 2020

Almost everyone has taken its surveys, but did you know that SurveyMonkey offers complete solutions for market researchers? For more information on SurveyMonkey Market Research Solutions, visit surveymonkey.com/market-research. For more information on SurveyMonkey Market Research Solutions, visit surveymonkey.com/market-research.

Research 52

Research Market Research Marketing Research Benchmarking 52

Wink Intel

MAY 3, 2021

“Halo simplifies the annuities lifecycle with an expert team and an end-to-end technology solution, giving advisors another protective investment option to meet their client objectives. Support from Halo’s concierge insurance services to help identify solutions. About Halo Investing. 800.542.5427.

Innovation 40

Innovation Security Security Finance 40

Wink Intel

NOVEMBER 22, 2021

The 2022 dividend declaration confirms our policy owners’ decisions to purchase participating whole life insurance, annuity, and long-term care solutions from New York Life,” said New York Life President and CEO-elect Craig DeSanto. “As Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+). Contacts.

Business 40

Business Management Information IT 40

Wink Intel

MARCH 7, 2023

Key takeaways and total company guidance Updated reporting segments to better align with the Company’s go-forward business model: Reporting Retirement and Income Solutions (RIS) in total Combining Principal Global Investors and Principal International into a new segment, Principal Asset Management Updating the name of the U.S.

Loss 40

Loss Intellectual Property Capital Globalization 40

Wink Intel

MAY 24, 2021

Advisors must communicate regularly with clients about these risks and the evolving set of investment solutions available to help meet clients’ needs.”. Advisor respondents said clients 10+ years from retirement have the highest risk in terms of high-equity valuations (36% high risk), taxes (31%), and inflation (30%).

Due Diligence 40

Due Diligence Management Security Security 40

Wink Intel

NOVEMBER 22, 2022

life insurers by all four major rating agencies, 5 New York Life’s surplus and asset valuation reserve remains robust at $30.2 Consistent with the company’s ongoing efforts to best serve policy owners, New York Life announced the launch of Secure Wealth Plus and Market Wealth Plus, two new, innovative life insurance solutions in September.

Security 40

Security Security Loss Advantage 40

Wink Intel

NOVEMBER 6, 2023

31, 2022, approximately 16 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. About Lincoln Financial Group Lincoln Financial Group helps people to plan, protect and retire with confidence. Headquartered in Radnor, Pa.,

Capital 40

Capital Loss Security Security 40

Wink Intel

FEBRUARY 13, 2024

Full year and fourth quarter highlights Retirement and Income Solutions (RIS) full year sales increased 9% over 2022, including $2.9 Via telephone through Call Me , a zero hold-time telephone dial-back service, or by dialing in one of the following numbers 10 minutes prior to the start of the call. 30% $1,051.4 12% $2,690.3

Loss 40

Loss Capital Intellectual Property Globalization 40

Zoominfo

JUNE 17, 2022

I just feel like I’m a business owner and I have a handful of services that I do. I felt very fortunate because at that time in the financial services world, there was still a lot of money being poured into developing young advisors, which I think is becoming more rare. ” But if you tell me your problem, I have a solution.

Sales 100

Sales Finance Learning Business 100

Wink Intel

AUGUST 9, 2022

Pearson continued, “Importantly, our clients continue to turn to Equitable and AB for solutions amidst the uncertain market outlook, evidenced by record sales in our retirement business, and continued demand for Equitable Advisors and Bernstein Private Wealth services.” Protection Solutions. (in Second Quarter. (in

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

AUGUST 1, 2023

With markets recovering, we expect greater opportunities to capture assets in our actively managed solutions in the second half of the year. 12 Principal, Principal and symbol design and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., billion, including $0.6 2)% $2,522.3

Loss 40

Loss Capital Intellectual Property Globalization 40

Alpha Sense BI

JULY 11, 2023

The bottom line: broker research found within the AlphaSense platform forecasts ESG assets to generate $53 trillion in valuation by 2025. By 2025, 51% of IT spending will encompass the application software, infrastructure software, business process services, and system infrastructure markets, up nearly 10% from 2022.

Research 40

Research Due Diligence Banking Market Intelligence 40

Wink Intel

MAY 8, 2023

NYSE: FG ) (“F&G” or the “Company”) a leading provider of insurance solutions serving retail annuity and life customers and institutional clients, today reported financial results for the first quarter ended March 31, 2023. DES MOINES, Iowa , May 3, 2023 /PRNewswire/ — F&G Annuities & Life, Inc.

Loss 40

Loss Capital Retail Sales 40