Globalization, Intellectual Property, Loss and Retail

Generative AI in Investment Banking

Alpha Sense BI

APRIL 4, 2024

It is predicted that among large global investment banks, genAI can boost their front-office productivity by 27% to 35%, resulting in additional revenue of $3.5 Within their retail divisions, banks introduced ATMs in the 1960’s, and in the decade that followed, electronic card-based payments. million per employee by 2026.

Banking

Banking Due Diligence Intellectual Property Knowledge

F&G Annuities & Life Launches Its First Registered Index-Linked Annuity, F&G Confidence Builder

Wink Intel

FEBRUARY 20, 2024

NYSE: FG ) (“F&G” or “Company”), a leading provider of insurance solutions serving retail annuity and life customers and institutional clients, has launched its first Registered Index-Linked Annuity (RILA), F&G Confidence Builder SM. 13, 2024 /PRNewswire/ — F&G Annuities & Life, Inc.

Intellectual Property

Intellectual Property Banking IT Retail

Principal Financial Group Announces 2023 and Long-Term Outlook

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

Loss Intellectual Property Capital Globalization

Manulife reports strong 2021 results with record net income of $7.1 billion and core earnings of $6.5 billion, with double-digit growth in APE sales and new business value; Global Wealth and Asset Management net inflows tripled to $27.9 billion

Wink Intel

FEBRUARY 14, 2022

Global Wealth and Asset Management (“Global WAM”) net inflows 5 of $27.9 A record year for our retail wealth business with net inflows of $29.2 Global WAM average AUMA 5 increased by 20% in 2021. . In Global WAM, we continued to diversify our offerings. APE sales 5 of $6.1 billion in 4Q20.

Globalization

Globalization Sales Loss Management

Principal Financial Group® Closes Reinsurance Transaction

Wink Intel

MAY 30, 2022

retail fixed annuity and universal life insurance with secondary guarantee (“ULSG”) blocks of business with an affiliate of Sixth Street and its insurance platform, Talcott Resolution (“Talcott”). Use of Non-GAAP financial measures. About Principal Financial Group ®.

Intellectual Property

Intellectual Property Capital Loss Banking

Principal Financial Group Announces 2022 Outlook

Wink Intel

MARCH 8, 2022

retail fixed annuity and universal life insurance with secondary guarantee (“ULSG”) blocks of business and additional transactions to improve capital efficiency. and emerging markets, global asset management, and U.S. Principal Global Investors. Incurred loss ratio. . . Key takeaways and total company guidance.

Intellectual Property

Intellectual Property Capital Loss Banking

Manulife reports 3Q21 net income of $1.6 billion and core earnings of $1.5 billion, double-digit new business value growth and strong net flows in Global Wealth and Asset Management with contributions across all business lines and geographies

Wink Intel

NOVEMBER 8, 2021

Global Wealth and Asset Management (“Global WAM”) net inflows 1 of $9.8 “Despite the challenging environment, Asia generated double-digit NBV growth and Global WAM was supported by strong net inflows of $9.8 Global Wealth and Asset Management net flows ($ billions) (1). $. Core ROE 1 of 12.0%

Globalization

Globalization Business Management Intellectual Property

Principal Financial Group® Announces Reinsurance Transaction, Increases Share Repurchase Authorization by $1.6 Billion

Wink Intel

JANUARY 31, 2022

retail fixed annuity and universal life insurance with secondary guarantee (“ULSG”) blocks of business. retail fixed annuity and individual life insurance businesses as part of a comprehensive review of its business mix and capital management options. and select emerging markets, global asset management, and U.S.

Capital

Capital Intellectual Property Retail Loss

Principal Financial Group® Announces Second Quarter 2022 Results

Wink Intel

AUGUST 9, 2022

retail fixed annuity and universal life insurance with secondary guarantee (“ULSG”) blocks of business (“reinsurance transaction”) closed in second quarter 2022 with an effective date of January 1, 2022. Principal Global Investors (PGI) managed net cash flow of $1.4 Principal Global Investors. . . . (in Incurred loss ratio.

Loss

Loss Capital Intellectual Property Globalization

Principal Financial Group® Announces First Quarter 2022 Results

Wink Intel

MAY 2, 2022

Principal Global Investors (PGI) net cash flow of $3.2 Principal Global Investors. (in Incurred loss ratio. Incurred loss ratio decreased due to improved claims experience driven by dental. (in Pre-tax operating earnings (losses). . Pre-tax operating losses. . Pre-tax operating losses increased $35.2

Loss

Loss Capital Intellectual Property Globalization

Principal Financial Group® Announces Fourth Quarter and Full Year 2021 Results

Wink Intel

FEBRUARY 8, 2022

retail fixed annuity and universal life insurance with secondary guarantee blocks of business,” said Houston. “We Principal Global Investors (PGI) generated record PGI managed AUM of $546.5 Principal Global Investors. (in Incurred loss ratio. Pre-tax operating earnings (losses). Pre-tax operating losses.

Loss

Loss Capital Intellectual Property Globalization

Corebridge Financial Announces Third Quarter 2022 Results

Wink Intel

NOVEMBER 14, 2022

Variable investment income (loss) – insurance operating businesses. . $. (1. Challenging global capital markets drove lower variable investment income as well as lower fee income in Individual Retirement and Group Retirement. Variable investment income (loss). . $. (13. Adjusted pre-tax operating income (loss). . $.

Loss

Loss Capital Sales Retail

Corebridge Financial Announces Fourth Quarter and Full Year 2022 Results

Wink Intel

FEBRUARY 22, 2023

billion of net realized losses in the fourth quarter of 2022 related to derivatives and foreign exchange movements. billion, a 118% decrease compared to the prior year quarter. .” billion, a 118% decrease compared to the prior year quarter. .” billion, a 118% decrease compared to the prior year quarter.

Loss

Loss Sales Security Security

Equitable Holdings Reports Third Quarter 2022 Results

Wink Intel

NOVEMBER 8, 2022

In asset management, we were not immune to industry-wide net outflows this quarter but flows remain positive for the year as we continue to benefit from a global distribution platform and continued growth in private markets with our strategic shift supporting a fee-rate improvement of 7% over the prior year. Operating earnings (loss). . .

Loss

Loss Capital Intellectual Property Security

Equitable Holdings Reports Second Quarter 2022 Results

Wink Intel

AUGUST 9, 2022

Net income (loss) attributable to Holdings. . Net income (loss) attributable to Holdings per common share. . Non-GAAP operating earnings (loss). . Non-GAAP operating earnings (loss) per common share (“EPS”). . Operating earnings (loss). . Operating earnings (loss). . Operating earnings (loss). .

Loss

Loss Capital Intellectual Property Security

Equitable Holdings Reports Third Quarter 2021 Results

Wink Intel

NOVEMBER 8, 2021

Net income (loss) attributable to Holdings. Net income (loss) attributable to Holdings per common share. Non-GAAP operating earnings (loss). Non-GAAP operating earnings (loss) per common share (“EPS”). Operating earnings (loss). Operating earnings (loss). Operating earnings (loss). 871. . . $.

Loss

Loss Capital Intellectual Property Finance

Equitable Holdings Reports Full Year and Fourth Quarter 2020 Results

Wink Intel

FEBRUARY 23, 2021

Net income (loss) attributable to Holdings. . Net income (loss) attributable to Holdings per common share. . Non-GAAP operating earnings (loss). . Non-GAAP operating earnings (loss) per common share (“EPS”). . On a full year basis net income (loss) attributable to Holdings improved by $1.1 . $. 735. .

Loss

Loss Capital Intellectual Property Management

Competitive Intelligence Brief

Generative AI in Investment Banking

F&G Annuities & Life Launches Its First Registered Index-Linked Annuity, F&G Confidence Builder

Trending Sources

Principal Financial Group Announces 2023 and Long-Term Outlook

Manulife reports strong 2021 results with record net income of $7.1 billion and core earnings of $6.5 billion, with double-digit growth in APE sales and new business value; Global Wealth and Asset Management net inflows tripled to $27.9 billion

Principal Financial Group® Closes Reinsurance Transaction

Principal Financial Group Announces 2022 Outlook

Manulife reports 3Q21 net income of $1.6 billion and core earnings of $1.5 billion, double-digit new business value growth and strong net flows in Global Wealth and Asset Management with contributions across all business lines and geographies

Principal Financial Group® Announces Reinsurance Transaction, Increases Share Repurchase Authorization by $1.6 Billion

Principal Financial Group® Announces Second Quarter 2022 Results

Principal Financial Group® Announces First Quarter 2022 Results

Principal Financial Group® Announces Fourth Quarter and Full Year 2021 Results

Corebridge Financial Announces Third Quarter 2022 Results

Corebridge Financial Announces Fourth Quarter and Full Year 2022 Results

Equitable Holdings Reports Third Quarter 2022 Results

Equitable Holdings Reports Second Quarter 2022 Results

Equitable Holdings Reports Third Quarter 2021 Results

Equitable Holdings Reports Full Year and Fourth Quarter 2020 Results

Stay Connected