Mon.Nov 22, 2021

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How to Make the Most of Big Data in the Fitness Industry

Smart Data Collective

Big data has been a powerful force of change in the fitness industry. More fitness companies are using data analytics, AI and other technology to better understand their customers, improve their operating margins and make other changes to adapt to new trends. If you are running a fitness business, then you can’t afford to overlook the importance of big data.

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Consumer Research: A Secret Weapon for Marketers

Netbasequid

Your marketing is the public personality of your brand. And if you want to capture and keep your audience’s attention, you need to read the room and give them something clever and relevant. Consumer research is how impactful marketing is done consistently. Otherwise, many brands fall in the long line of copycats or, worse, bore their audience to tears.

Research 111
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Benefits of Using Data Analytics in Equipment Financing

Smart Data Collective

Data analytics technology has touched on virtually every element of our lives. More companies are using big data to address some of their biggest concerns. Securing financing is a huge example. Data analytics technology is helping more companies get the financing that they need for a variety of purposes. One of the most important benefits of big data involves getting financing for new equipment.

Finance 245
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Email Marketing Best Practices and Tips for 2022

Weidert Group

Email marketing may be considered “old school” by some marketers because it’s been around for so long. Yet, the reason it has such staying power is because it remains one of the primary digital channels for smart marketers. Yes, it’s still relevant for today’s B2B buyers. Why? Because it works.

Marketing 100
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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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European cloud BI implementations are driven by flexibility and scalability

BI Survey

E uropean cloud BI implementations are much more driven by flexibility and scalability than North American ones, which focus more on cost and deployment speed. In terms of actual benefits, European companies find greater benefits in outsourcing hardware and lower administration costs, while North American firms benefit most from scalability and speed of deployment.

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Scenario Planning, Uncertainty, and The Pandemic Era

SCIP

We talk with Salesforce Chief Futurist Peter Schwartz about the Pandemic Era. New SCIP IntelliCast Episode. Scenario Planning, Uncertainty, and The Pandemic Era. We talk with Peter Schwartz, Senior Vice President of Strategy & Chief Futurist for Salesforce about: How can Scenario Planning help us navigate the Pandemic Era? Where do most organizations stumble when doing Scenario Planning?

SCIP 52
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Approaching Process Automation Using Virtualization Technology

Dataversity

Process control practitioners frequently use virtual machines (VMs) when deploying and managing process automation applications. However, developments in operational technologies have created new and better ways to streamline management on cloud data centers. Orchestration and containerization – next-generation virtualization concepts – are transforming automation and freeing users from the frustrating and time-consuming process of wholesale digital […].

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Pacific Life Collaborates With Ensight™ and Insurance Technologies on New Dynamic Client Illustration Tool for Annuities

Wink Intel

NEWPORT BEACH, Calif.–( BUSINESS WIRE )–Today, Pacific Life, in collaboration with Ensight and Insurance Technologies, introduced an innovative new sales tool that links to its current illustration software to provide financial professionals with an interactive, personalized presentation or e-brochure they can share with clients. The new presentation tool allows financial professionals to show their clients a comparison between two or more annuities, based on separate illustrations.

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Data Literacy: A New Requirement for Consumers and Businesses

Dataversity

Did you know that only one-third of us can confidently understand, analyze, and argue with data? That’s the essential question posited by the Data Literacy Project, an organization that wants to “ignite discussion and develop the tools we need to shape a successful, data-literate society.” Achieving consumer Data Literacy at a mass scale is an ambitious […].

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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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Big questions out there for Advisor Group

Wink Intel

Advisor Group lost one of its biggest and most important financial advisers last week, Kevin Myeroff of Royal Alliance Associates Inc. — a regular on Barron’s ranking of top independent advisers whose firm, NCA Financial Planners, has about $1.7 billion in client assets. Click HERE to read the full story via InvestmentNews. The post Big questions out there for Advisor Group appeared first on Wink.

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Vulnerable women represent opportunity for women advisers

Wink Intel

Women going through difficult life events — such as a divorce or the death of their spouse — are vulnerable and need an investment adviser more than ever. It’s an opportunity for women advisers to be their hero, said an adviser who specializes in helping women in those situations. Click HERE to read the full story via InvestmentNews. The post Vulnerable women represent opportunity for women advisers appeared first on Wink.

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Firm winners named for InvestmentNews annual Innovation Awards

Wink Intel

InvestmentNews selected five firm winners for its fifth annual Icons & Innovators Awards. The winners were selected based on their ability to shape and transform the financial advice profession, along with their implementation of new advances and initiatives. Click HERE to read the full story via InvestmentNews. The post Firm winners named for InvestmentNews annual Innovation Awards appeared first on Wink.

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Well-Balanced Planning is the Key to Successful Retirement

Wink Intel

Well-Balanced Planning is the Key to Successful Retirement. They say the two things no one can avoid is death and taxes— but the third unavoidable reality is aging. For people who make sound investments in themselves, the negative impacts of aging can be held at bay and their retirement years can be some of the best times of their lives. By focusing on making smart and disciplined decisions during a person’s family/working years they can achieve a well-balanced retirement.

Finance 40
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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 Discusses How COVID-19 Affected New Life Insurance Policies

Wink Intel

In a time where tragedies have become more and more common, life insurance companies have adjusted to these new changes. Policies have generally remained the same, but there are some key differences worth discussing. Did COVID-19 affect life insurance premiums? Click HERE to read more via INN. The post Prudential Discusses How COVID-19 Affected New Life Insurance Policies appeared first on Wink.

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How To Help Seniors Track Down An Unclaimed Life Insurance Policy

Wink Intel

Dear Savvy Senior: When my dad died, we thought he had a life insurance policy, but we have no idea how to track it down. Any suggestions? – Searching Son. Click HERE to read the full story via INN. The post How To Help Seniors Track Down An Unclaimed Life Insurance Policy appeared first on Wink.

IT 40
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Life Settlements and the Life Insurance Payout Toolbox

Wink Intel

There are many options available to life insurance policy beneficiaries in regard to how they can receive the proceeds of the policy. But one often-overlooked payout method can prove beneficial in some circumstances. Life settlements are, in effect, a useful addition to the list of life insurance payout methods. Typically, payouts are mailed within a few days to a few weeks of the insurance company receiving the proper documentation, including a certified copy of the death certificate.

IT 40
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Wyoming Department Warns Against Scams Against Agents

Wink Intel

Officials at the Wyoming Department of Insurance have an urgent message for insurance agents: Real department representatives are not calling agents and asking for money to resolve licensing problems. Scam artists in other states are calling agents, brokers and other licensees and pretending to be representative from state insurance departments, Wyoming department officials say in a new notice.

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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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NAIC Panel Member Seeks to Clear Regulatory Pipes

Wink Intel

Birny Birnbaum is trying to pull a Life Illustration Issues Working Group report through the pipes at the National Association of Insurance Commissioners. Birnbaum is asking the working group’s parent, the NAIC’s Life Insurance and Annuities Committee, to release the report, which is about new standards for materials that show how specific life insurance policies work.

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Harry Dent: Stock Market Crash Coming in Early 2022; ‘Economy Is Dead’

Wink Intel

First, the terrible news: “The biggest stock market crash of our lifetime will hit in 2022,” Harry Dent Jr., aka “The Contrarian’s Contrarian,” tells ThinkAdvisor in an interview. Further, “crypto is going to drop even more than stocks,” he predicts. Now, the good news: “You’ll see the biggest [stock] crash work to your advantage in just one year,” says Dent.

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Fidelity to Offer Annuity Access to 401(k) Participants

Wink Intel

Fidelity Investments, which has $11.1 trillion in assets under administration, announced Thursday that it was launching Guaranteed Income Direct in 2022, giving 401(k) and 403(b) plan participants the ability to annuitize their retirement savings. The company says it has 8 million workers age 50 to 64 on its savings platform, noting that the growing interest in these “guaranteed income” products was a key reason for offering this new option.

IT 40
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Top 20 RIA Wealth Management Firms of 2021

Wink Intel

RIA Database has announced its ranking of the top 100 wealth managers in the U.S. Researchers ranked firms based on total assets under management as reported on their form ADV part I as of Sept. 30. They used several criteria to qualify RIAs as wealth management firms. These included firms that predominantly serve high-net-worth family offices and high- and non-high-net-worth individuals. . .

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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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David Blanchett: More Retirees Are Shunning Rollovers

Wink Intel

With his recent move from Morningstar to PGIM/Prudential, David Blanchett has continued to hone his expertise in the retirement arena. His new position as managing director and head of retirement research at PGIM DC Solutions offers Blanchett a closer look at the defined contribution universe, especially as PGIM is the $1.5 trillion global investment management business of Prudential Financial.

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Integrity Marketing Buys 4 Distribution Firms: Deals

Wink Intel

Integrity Marketing has announced a flurry of four independent marketing organizations (IMOs) in recent weeks. Marketing is a Dallas-based life insurance, annuity and health insurance distribution that has been growing rapidly through acquisitions. Click HERE to read the full story via ThinkAdvisor. The post Integrity Marketing Buys 4 Distribution Firms: Deals appeared first on Wink.

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Envestnet Adds Structured Products, Teaming With Goldman Spinoff: Tech Roundup

Wink Intel

Envestnet is partnering with Goldman Sachs fintech spinoff Simon Markets to enable advisors to offer structured investments as fee-based solutions, the companies said in a joint announcement Tuesday. Envestnet’s integration plan will make it possible for advisors using Envestnet’s financial wellness ecosystem and unified managed account platform to offer structured investments as fee-based solutions and also “seamlessly manage these products across their lifecycle using analytics, education, and

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FINRA Makes Big Adjustments to CE Rules

Wink Intel

The Financial Industry Regulatory Authority on Wednesday adopted changes to its continuing education (CE) and registration rules, which include, among other measures, requiring those registered with FINRA to complete continuing education requirements yearly instead of every three years. As FINRA states in Regulatory Notice 21-41, the amendments to Rules 1210 and 1240: (1) provide eligible individuals who terminate any of their representative or principal registration categories the option of mai

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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.