Mon.Aug 30, 2021

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Building a Comprehensive Competitive Strategy

Cipher

Every organization should take steps to build a comprehensive competitive strategy. Without one, an organization can easily find itself falling behind competitors, bleeding customers, and ultimately, limping towards failure. But with a robust competitive strategy, organizations can make smart investments in building core competencies that create a defensible market position.

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The Growing Role of Analytics in Business Knowledge Management

Smart Data Collective

In the current economic turbulent times, showing business stakeholders that your knowledge sharing and reusing brings business value works as a driving force for investing in a knowledge management tool. . But, how do you convince stakeholders about the importance of knowledge management? Simple! Use data and analytics to back your claims. The simplest way is to measure the performance of your knowledge management.

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Quick Tips: Enabling Modern Visual Styles on Old Reports in Power BI Desktop

BI Insight

Do you have an old report created in 2016? Are you sick of seeing all visuals in the traditional style where the heading overlaps the other visual when aligning them over each other? This is a very old report I built for a Power BI demo in Feb 2016! Time flies mate! If you are … Continue reading Quick Tips: Enabling Modern Visual Styles on Old Reports in Power BI Desktop.

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The Best Online Competitor Analysis Tools for Brands

Netbasequid

Running a successful business these days means keeping a close eye on the competition. Don’t think for a moment that your competitors aren’t using online competitor analysis tools to keep tabs on you. To maintain a competitive intelligence advantage in your industry, it’s mandatory to explore your competitions’ successes and failures. Fortunately, there are many tools out there to keep you informed on different aspects of a competitor’s movements.

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Are Your Impact Comms Resonating With Stakeholders?

Whether your organization is at the start of its sustainability and impact journey or years into it, many brands share a common concern: the uncertainty of whether they are sending stakeholders mixed messages. Creating content that speaks to your audience's “love language” can be a tricky dance. But, worry not! 3BL has put together tips to ensure that your content not only finds its rhythm but also resonates with your target audiences.

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The No. 1 Mistake in Digital Transformation: Don’t Forget About Your Data

Dataversity

Click to learn more about author Kevin Campbell. As enterprises continue to transform their legacy technology into tools fit for the modern age, digital transformation has become the key buzzword describing this transition into the 21st century. According to Gartner, digital transformation is a top priority for at least 91% of organizations, and yet despite this huge buy-in, only 40% of organizations […].

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Quick Tips: Enabling Modern Visual Styles on Old Reports in Power BI Desktop

BI Insight

Do you have an old report created in 2016? If you do, then you know that the visuals’ style was pretty different back then. If you don’t like to see all visuals in their old style where the headings overlap the other visuals and you don’t know how to switch the visuals to their modern … Continue reading Quick Tips: Enabling Modern Visual Styles on Old Reports in Power BI Desktop.

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Research that?s too good to be true

SCIP

This on-demand video offers several practical recommendations for ensuing the providers and research. TRAINING & CERTIFICATION. KEY TOPICS. ONLINE COMMUNITY (WORKPLACE). UPDATE YOUR PROFILE. There is No Such Thing as a Magic Report: Tips on Research Accuracy, Validity & Ethics. When we buy and use research, we need to verify we're using providers that are trustworthy, reputable, and ethical.

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Best Social Media Marketing Techniques to Boost Branding

Digimind

Most companies spend 15% to 25% of their digital marketing budget on social media marketing efforts, including organic and paid strategies. As we know, marketing is an essential part of any brand. One study showed that most companies spend 5-15% of their annual revenue on marketing, upon which most spend 35-45% of their marketing budget on digital marketing streams like social media.

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LUMINARIES Class of 2021: Thought Leadership — People

Wink Intel

We’re pleased to present the first Thought Leadership & Education winners of our new, pioneering recognition program: the LUMINARIES. Members of the Class of 2021 are being honored for the dynamic efforts they lead that are driving the financial services industry forward. “Why are we doing what we’re doing? Why are we doing it that way? How can we be doing it better?

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7 Strategies to Gather (and Actually Use) Competitive Intel from Employees

Leaders in competitive intel know that the employees who interact with customers and prospects every day hold valuable competitive insights that could help win sales. But they don’t have a good plan or system to gather, organize, and share these insights with the stakeholders who need them. In this eBook, we outline 7 strategies to make it easier to build and scale an employee sharing program that will drive competitive advantage.

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Impact of Increased Steel Prices on the Solar Power Sector

Evalueserve

Steel has been ubiquitous as one of the base materials for all major industrial developments over the past century. And its role extends into the next major industrial revolution too – the energy transformation fuelled by decarbonisation. This is all aimed towards achieving the global goals of net-zero carbon emissions by 2050. In the solar energy value chain, steel is used as a base for the mounting structures of solar panel modules as well as in tanks, pumps, and heat exchangers.

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DataOps Highlights the Need for Automated ETL Testing (Part 1)

Dataversity

Click to learn more about author Wayne Yaddow. DataOps, which focuses on automated tools throughout the ETL development cycle, responds to a huge challenge for data integration and ETL projects in general. ETL projects are increasingly based on agile processes and automated testing. ETL (i.e., extract, transform, load) projects are often devoid of automated testing.

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FA Says Ameriprise Ahead In Social Media Marketing. This Might Be Why.

Wink Intel

When 17-year UBS Financial Services veteran financial advisor Marc Gendell moved to Ameriprise Financial in June, his new affiliation’s social media marketing was among its biggest draws. Gendell, who has been in the industry since 1998, said earlier this month that “Ameriprise is ahead of the curve” in this regard and he “started getting new referrals almost immediately after” making the move.

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Researchstream: All-in-one Workflow, Knowledge Management, and Productivity Tool

Evalueserve

Researchstream: All-in-one Workflow, Knowledge Management, and Productivity Tool. The future is here…. When governments across the world announced sudden lockdowns to curb the spread of COVID-19, companies and employees alike were ill-prepared to work from remote locations, especially for long durations. The past 18 months have taught us to create solutions and adapt ourselves to deliver results / drive business growth.

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What Regulations Will Impact Sustainability Comms in 2024?

Navigating the waters of sustainability reporting disclosures and regulations can be intimidating, to say the least. With various measures set in motion in 2023 to keep companies accountable, there is a lot in store for brands’ impact communication in the upcoming year. 3BL is kicking off this January with our Navigating ESG Comms Through the Cosmos - Capricorn Edition by highlighting the impact of: The U.S Securities and Exchange Commission (SEC) Climate disclosure rules The European Commission

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Prudential makes $200M commitment to diversity, equity and inclusion through private equity investments

Wink Intel

NEWARK, N.J.–( BUSINESS WIRE )–Prudential Financial, Inc. ( NYSE: PRU ) has made a $200 million commitment through the Prudential DEI Portfolio to private equity investments constructed with a diversity, equity and inclusion (DEI) lens. Investments will focus on limited partner stakes with substantial ownership and/or management by women and minorities, particularly those raising capital for first or second funds.

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As Covid cancels industry events, advisers weigh attending what’s left

Wink Intel

The daily ebb and flow of the status of the Covid-19 pandemic, accompanied by rolling debates over the efficacy of the vaccines, has left many of the financial services industry’s road warriors in holding patterns as they wait to see which events are still on the schedule and which might not be worth the risk. Click HERE to read the full story via InvestmentNews.

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If Brokers Drop Commission-Paying Annuities, This May Be Big Issue

Wink Intel

Wink CEO Sheryl Moore identified a big lack of product choices. There are, she noted, just 98 fee-based deferred annuities from 34 companies. She added that, as of the first quarter of this year, only 2.28% of the $58.1 billion in deferred annuity sales was attributable to fee-based products. “Insurance companies are not going to exert any effort on product development of fee-based annuities, if they are not able to realize sales from them,” she said in an email.

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Darryl Button Named President and CEO of Pacific Life

Wink Intel

NEWPORT BEACH, Calif.–( BUSINESS WIRE )–Pacific Life Insurance Company announced today that Darryl Button has been named CEO-Elect and will become president and CEO of Pacific Life, succeeding Chairman, President and CEO Jim Morris, on April 1, 2022, upon Mr. Morris’ retirement. Mr. Button, currently the company’s chief financial officer, will be only the 15 th chief executive in Pacific Life’s 154-year history.

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How to Stay Competitive in the Evolving State of Martech

Marketing technology is essential for B2B marketers to stay competitive in a rapidly changing digital landscape — and with 53% of marketers experiencing legacy technology issues and limitations, they’re researching innovations to expand and refine their technology stacks. To help practitioners keep up with the rapidly evolving martech landscape, this special report will discuss: How practitioners are integrating technologies and systems to encourage information-sharing between departments and pr

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Annuities make it easier for retirees to spend, research finds

Wink Intel

With fewer employer pensions these days, some retirees are hesitant to draw down their nest eggs. However, older Americans may spend more freely with a guaranteed source of income, such as Social Security or a private annuity. That’s according to a research paper that examines spending in retirement. The report compared retirees with a life-long income stream to those living off an investment portfolio.

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5 Lessons on Investment Indexes Used by Insurers, Other Firms

Wink Intel

Laurence Black has started The Index Standard, a company that could help bring order and quality ratings to the world’s rapidly growing list of investment indexes. Black has been working in the index world since 2003, when he was head of thematic research and indexes at a business that’s now part of ABN AMRO. While there, he launched investment indexes with super investors such as Jim Rogers and Joel Greenblatt.

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Northwestern Mutual Study Finds Americans’ Personal Debt Has Dropped More than 20% Over the Last Two Years

Wink Intel

MILWAUKEE , Aug. 25, 2021 /PRNewswire/ — The latest findings from Northwestern Mutual’s 2021 Planning & Progress Study show that among U.S. adults aged 18+ who carry debt, they hold an average of $23,325 excluding mortgages. This represents a downward trend of over 20% since 2019. Average Amount of Debt Per Year (exclusive of mortgages): 2019. $29,800. 2020. $26,621. 2021. $23,325. “The fact that people are making significant progress to decrease their debt is encouragi

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Ash Brokerage, Ameritas and SCOR Reveal New Instant Decision Term Life Product

Wink Intel

FORT WAYNE, Ind. , Aug. 24, 2021 /PRNewswire/ — Ash Brokerage, Ameritas and SCOR announce a new next-generation term life insurance product, Ash Instant term issued by Ameritas Life Insurance Corp. This innovative digital product is available to Ash advisors through the Ash Term Express platform. Together, the product and platform are transforming the life insurance landscape. “It’s not enough to keep up with industry changes.

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What Questions Are Brands Asking About Their ESG Initiatives Ahead of 2024?

Temperatures are rising (and not just metaphorically) as key stakeholders anxiously anticipate the outcomes of COP28. While companies reconsider their 2024 environmental sustainability strategies, there is another aspect of ESG that deserves exploring, the social sector. In the latest edition of "Navigating ESG Comms Through the Cosmos - Sagittarius Edition", 3BL hones in on this sign’s bold quality of asking questions others are burning to know the answers to.

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Lincoln Financial Group Announces Executive Leadership Succession

Wink Intel

RADNOR, Pa.–( BUSINESS WIRE )–Lincoln Financial Group (NYSE: LNC) today announced that Dennis R. Glass, president and CEO, will transition roles following the 2022 Annual Meeting of Shareholders planned for next May, becoming the chairman of the board. Ellen G. Cooper, currently executive vice president, chief investment officer, head of Enterprise Risk and the Annuity Solutions group, will succeed Glass as president and CEO following the 2022 Annual Meeting.

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Best’s Special Report: First-Half 2021 Net Income Soars in U.S. Life/Annuity Insurance Industry

Wink Intel

OLDWICK, N.J.–( BUSINESS WIRE )–Net income for U.S. life/annuity (L/A) insurance industry soared in the first half of 2021 on reduced expenses, rising to $18 billion from $1 billion in the same prior-year period, according to a new AM Best report. This financial review is detailed in a new Best’s Special Report , titled, “First Look: Six-Month 2021 Life/Annuity Financial Results,” and the data is derived from companies’ six-month 2021 interim statutory statements that were recei

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Are we fools for a catchy acronym?

Wink Intel

Remember when the U.S. Securities and Exchange Commission issued that Investor Bulletin on structured annuities, but called them “indexed annuities?” IT IS FOR THIS REASON THAT I HAVE ALWAYS SUGGESTED WE NOT REFER TO STRUCTURED ANNUITIES AS ANYTHING REMOTELY RELATED TO INDEXED ANNUITIES. PLEASE do not call them “Registered Index-Linked Annuities” or “RILAs,” folks.

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Congratulations Sheryl Moore!

Wink Intel

Wink’s CEO, Sheryl Moore has been presented with a Thought Leadership & Education award for the first LUMINARIES recognition program from ThinkAdvisor. . The post Congratulations Sheryl Moore! appeared first on Wink.

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ABM Evolution: How Top Marketers Are Using Account-Based Strategies

In times of economic uncertainty, account-based strategies are essential. According to several business analysts and practitioners, ABM is a necessity for creating more predictable revenue. Research shows that nearly three-quarters of marketers (74%) already have the resources needed to build successful ABM programs.

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When does it make sense for a trust to own your life insurance policy?

Wink Intel

Estate planners and insurance professionals often recommend that people create a separate trust to own life insurance policies. Whether a life insurance trust makes sense for you depends on your goals and a number of other factors. Why own life insurance in a trust? . If you own a life insurance policy, you probably know that the beneficiaries you’ve named to receive the insurance proceeds when you pass away get that money income tax-free.

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New York Life to Promote App Aimed at Bereaved Families

Wink Intel

New York Life is putting its marketing clout behind a mobile device app that can help families cope with the loss of a loved one. The insurer has started offering beneficiaries the Empathy app, from Empathy Project, a company that aims to support grieving families. Empathy estimates that grieving families typically spend an average of about 540 hours on administrative matters related to the death of loved one, such as planning the funeral, looking for important documents, and submitting claims f

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How to Use Insurance Products for Tax-Sheltered Growth

Wink Intel

Annuities are often viewed as a way to manage the risk of longevity, of outliving your money. But insurance products such as annuities have other benefits. Such products can provide tax-advantaged investment returns, says Michael Finke, professor of wealth management and Frank M. Engle Chair of Economic Security Research at the American College of Financial Services and a research fellow at the Alliance for Lifetime Income.