CIO
FEBRUARY 5, 2024
Every IT leader wants to create a fast, efficient, and innovative IT organization. After all, in today’s rapid-paced business world, a creative, productive IT team is vital for staying ahead of the competition, increasing revenue, and becoming a market leader. To establish a high-performing IT culture, IT leaders must be able to push their teams to the limit without crippling morale.
Smart Data Collective
FEBRUARY 5, 2024
Blockchain technology has disrupted the financial sector in interesting ways. Therefore, it is no surprise that the market for blockchain in financial services is currently worth over $7 billion and that figure is likely to keep growing in the coming years.
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CIO
FEBRUARY 5, 2024
Mohamed Salah Abdel Hamid Abdel Razek, Senior Executive Vice President and Group Head of Tech, Transformation & Information, Mashreq explains how the bank is integrating advanced technologies and expanding its digital footprint. The company aims to provide customers with a banking journey that is not just efficient and secure, but also innovative, engaging, and memorable.
Dataversity
FEBRUARY 5, 2024
Hello! I’m Mark Horseman, and welcome to The Cool Kids Corner. This is my monthly check-in to share with you the people and ideas I encounter as the data evangelist with DATAVERSITY. (Read last month’s column here.) This month, we’re talking about communication. Communication is the cornerstone of socializing anything you do with data, whether that’s […] The post The Cool Kids Corner: CLEAR Communication appeared first on DATAVERSITY.
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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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CIO
FEBRUARY 5, 2024
French IT services company Atos has called on a third-party trustee to help it negotiate debt refinancing with its banks after plans to raise €720 million in new capital through a rights issue fell through. It announced it requested the appointment Monday, promising to give an update on the negotiations in due course. Last year, Atos revealed plans to split itself in two , selling off its shrinking legacy managed infrastructure services business, Tech Foundations, while retaining its more profit
Competitive Intelligence Brief brings together the best content for intelligence professionals from the widest variety of industry thought leaders.
CIO
FEBRUARY 5, 2024
Growing up as one of the only Black students in his schools, Peter Beasley felt accepted by his peers and didn’t experience a sense of being different as he set his own course for advancement. But as he entered college to study electrical engineering and later launched a career in IT, that began to change. “There’s a picture my son found of me in the sixth grade in San Antonio.
InfoSol
FEBRUARY 5, 2024
Last night I went to watch a Roller Derby game live on a banked track which I have not done for a long time. I loved the game especially since my team, “The Runaway Brides”, soundly defeated the “Brutal Beauties” but it also reignited my love of the sport. Both teams had great skaters, but “The Runaway Brides” also had very skillful blockers that really made the difference.
WideNARROW
FEBRUARY 5, 2024
Introduction: Embracing the Future of Competitive Intelligence In the ever-evolving landscape of business strategy, competitive intelligence (CI) stands out as a cornerstone essential for corporate success. As the business world approaches a new era, CI professionals find themselves at the intersection of innovation and strategy, navigating the dynamic currents of the competitive landscape.
Vable
FEBRUARY 5, 2024
A reliable and effective natural language search option has been a long time coming. Although this functionality has existed for a while, many library and information professionals have stuck with the traditional boolean search. What can I say? We like to be in control of our searches and understand why a database or search engine returns the results they do.
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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.
Wink Intel
FEBRUARY 5, 2024
Phillip Roy Wasserman, a Sarasota insurance agent and former attorney who called himself the “Annuity King,” has been sentenced to 15 years in federal prison for scamming millions from elderly victims. The 67-year-old was also ordered by U.S. District Judge Charlene Edwards Honeywell to forfeit $6.3 million at a sentencing hearing this week in Tampa.
CIO
FEBRUARY 5, 2024
India’s premier investigating agency, the Central Bureau of Investigation (CBI), has filed a charge sheet against former Air India Chief Managing Director, SAP India, and IBM India for alleged irregularities in acquiring an ERP solution by Air India in 2011. CBI had registered the case based on the recommendations of the Central Vigilance Commission (CVC), which detected irregularities.
Wink Intel
FEBRUARY 5, 2024
I have spent my career looking for new ways for retirees to create income — particularly safe, lifetime income — and at the same time meet their objectives for legacy, inflation protection, liquidity and risk management. I think about results, not specific products, so although annuity payments have been at the core of my research and approach, I have incorporated other types of income sources into my Go2Income planning method, too.
CIO
FEBRUARY 5, 2024
Why edge AI is a strategic imperative Deploying AI at the edge (or edge AI) represents a paradigm shift. Unlike traditional AI models, which are centralized in the cloud, edge AI processes data locally on devices or edge servers. This decentralized approach brings intelligence closer to the data source, reducing the latency associated with cloud-based solutions to enable real-time decision-making.
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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
Wink Intel
FEBRUARY 5, 2024
Well, it’s official: 2023 was the best year for annuity sales in history. Only a year ago, the same was true of 2022. But the latest sales numbers leave that year in the dust: In 2023, total annuity sales reached $385 billion, according to LIMRA , an industry-funded research group. That’s a 23% increase from 2022, when the products took in $310.6 billion — a new record at the time.
CIO
FEBRUARY 5, 2024
Since the release of ChatGPT in November 2022, generative AI (genAI) has become a high priority for enterprise CEOs and boards of directors. A PwC report, for instance, found that 84% of CIOs expect to use genAI to support a new business model in 2024. Certainly, there’s no doubt that genAI is a truly transformative technology. But it’s also important to remember that it is just one flavor of AI, and it’s not the best technology to power every use case.
Wink Intel
FEBRUARY 5, 2024
DALLAS – JANUARY 31, 2024 – Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has partnered with New Benefits & Financial Services , an independent marketing organization headquartered near Chicago, Illinois, and led by Everett Foney.
Wink Intel
FEBRUARY 5, 2024
LIMRA recently published its U.S. Individual Annuity Sales Forecast for 2024 through 2026. Over the past two years, significant annuity sales growth has been driven by interest rates, rising demand for protection and guaranteed income, and strong economic conditions. In 2022, annuity sales totaled a record high of $313 billion. At the end of 2023, LIMRA is projecting sales will exceed $350 billion, largely based on strong fixed annuity sales.
Advertiser: ZoomInfo
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
Wink Intel
FEBRUARY 5, 2024
To say that using historical returns in annuity illustrations for index-linked strategies is ripe for potential misrepresentation would be an understatement. The index-linked annuity industry, which is currently primarily for fixed indexed annuities, continues to evolve, offering crediting strategies that are anything but vanilla. Recently, though, a strategy caught my eye on the S&P 500 index that seems too good to be true — which it probably is.
Wink Intel
FEBRUARY 5, 2024
Allianz Life Insurance Co. of North America asserts that, under California law, it has no duty to act as a fiduciary for an insured and is not subject to a professional standard of care. The company made those points in a demurrer filed recently in a California state court in Los Angeles County. Allianz Life was responding to a suit filed by Layne Kramer and a Kramer family trust.
Wink Intel
FEBRUARY 5, 2024
One of the most important jobs an annuity advisor can perform is to help clients assess the soundness of the annuities being considered. Analysts at rating agencies like Fitch and S&P Global Ratings say that the annuity issuers they rate are some of the strongest, best-capitalized companies that their firms track. During recent quarterly review sessions, the analysts struggled to add some drama to their presentations.
Wink Intel
FEBRUARY 5, 2024
The Securities and Exchange Commission (SEC) is getting heat from both investor and advisor groups this week over its regulatory strategies. Representing advisors and their firms, the Financial Services Institute said the SEC is doing too much “regulation by enforcement.” In other words, the agency is finding violations from advisors and firms who are trying to comply in good faith.
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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.
Wink Intel
FEBRUARY 5, 2024
In the ever-evolving landscape of life insurance digital point of sales solutions are not just a trend but a revolution, particularly tailored to the preferences and needs of millennials—the central buyers in today’s market. This demographic, aged between 26-45, is driving a significant shift in how life insurance products are designed, marketed and sold.
Wink Intel
FEBRUARY 5, 2024
In this same Broker World edition, you will see another article entitled, “ Options For Being A Registered Rep And Also Selling Indexed Annuities. ” In this article I reference NASD 05-50 that happened in 2005, and also SEC 151A that was vacated in 2009. These proposed rules sought to effectively put indexed annuities in the same category as securities when it comes to how indexed annuities are regulated and sold.
Wink Intel
FEBRUARY 5, 2024
“Charlie, what should I do?” This is the question I am often asked by financial professionals on what they should do when it comes to getting set up with their securities license while also wanting to sell indexed annuities. Even folks that are already securities licensed will ask me this question occasionally, because they are looking for easier ways to offer both securities and indexed annuities.
Wink Intel
FEBRUARY 5, 2024
It seems there is a divided financial services industry which fully embraces annuities as an intelligent complement to social security and other nonliquid assets and the other side of the industry that “bashes” annuities as investments too risky, too complex and commission driven so ipso facto stay away from them all. Click HERE to read the full story via Broker World The post Should I Add Annuities To My Retirement Plan Or Not?
Advertiser: ZoomInfo
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.
Wink Intel
FEBRUARY 5, 2024
OLDWICK, N.J.–( BUSINESS WIRE )– AM Best has removed from under review with developing implications and affirmed the Financial Strength Rating of B++ (Good) and the Long-Term Issuer Credit Rating of “bbb” (Good) of American Life & Security Corp. (ALSC) (headquartered in Lincoln, NE). The outlook assigned to these Credit Ratings (ratings) is negative.
Wink Intel
FEBRUARY 5, 2024
John Roberts to succeed Tim Gerend in key responsibilities as Executive Vice President and Chief Distribution Officer effective February 1, 2024 MILWAUKEE , Feb. 1, 2024 /PRNewswire/ — Northwestern Mutual Chairman and CEO John Schlifske today announced senior leadership changes as part of the company’s overall succession planning process to best position the company’s leadership team for the future.
Wink Intel
FEBRUARY 5, 2024
A Tampa, Fla. judge sentenced Phillip Roy Wasserman to 15 years in prison Wednesday for overseeing a fraud that cost retirees millions. Wasserman must turn himself in on Feb. 23. Reached this morning, Wasserman said he will appeal to the Court of Appeals for the 11th Circuit, adding: “And we will win.” Judge Charlene Edwards Honeywell’s decision bars Wasserman from working in the insurance industry.
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