Mon.Jan 08, 2024

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10 top priorities for CIOs in 2024

CIO

Last year was certainly a wild ride, with the ascendent rise of AI impacting a wide range of IT sectors and capturing the imagination (and fears) of the world at large. IT leaders can look forward to even more surprises, as well as continuing challenges, over the next 12 months. To stay on top of both old and new challenges, IT chiefs should evaluate their current business and technology strategies and, when necessary, adjust them to address rapidly evolving technology, business, and economic pr

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2024 Go-to-Market Predictions: Expert Webinar Series

Zoominfo

The era of relentless expansion has passed. Today’s market calls for efficient, strategic growth and data-driven strategies that prioritize the bottom line. Join us for 2024 Go-to-Market Predictions , an exclusive webinar series where industry experts dive into the trends and forces reshaping business. See what’s ahead and get insights from top go-to-market leaders.

Marketing 130
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Cathay Pacific to take cloud journey to new heights

CIO

Even as its cloud journey reaches cruising altitude, Cathay Pacific Group IT is not slowing down. Instead, the publicly held operator of Cathay Pacific Airlines and HK Express is shifting from migration to optimization mode in an effort to wrest additional benefits from its all-in cloud transformation. “Cloud optimization is the new initiative in 2024,” says Rajeev Nair, general manager of IT infrastructure and security at Cathay, a major airliner and cargo carrier in the Asia-Pacific region, wi

Airline 695
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IoT Data Governance: Taming the Deluge in Connected Environments

Dataversity

The Internet of Things (IoT) has rapidly redefined many aspects of our lives, permeating everywhere from our jobs to our homes and every space in between. However, the sheer volume and complexity of data generated by an ever-growing network of connected devices presents unprecedented challenges. This article, which is infused with insights from leading experts, aims to demystify […] The post IoT Data Governance: Taming the Deluge in Connected Environments appeared first on DATAVERSITY.

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Prepare Now: 2025s Must-Know Trends For Product And Data Leaders

Speaker: Jay Allardyce, Deepak Vittal, and Terrence Sheflin

As we look ahead to 2025, business intelligence and data analytics are set to play pivotal roles in shaping success. Organizations are already starting to face a host of transformative trends as the year comes to a close, including the integration of AI in data analytics, an increased emphasis on real-time data insights, and the growing importance of user experience in BI solutions.

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5 Steps to Determine Annual Marketing Goals & KPIs

Weidert Group

Ready or not, the new year is here! By now, you may have hit the ground running and eagerly dove into your annual marketing plan…but have you dared to ask the tough question: How different, really , is this year’s plan compared to last? It’s okay to admit if it’s pretty much the same, especially true if last year’s plan worked wonders and delivered significant ROI.

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Finseca sends a comment letter to the Department of Labor (DOL)

Wink Intel

Finseca’s comment letter on the proposal to the DOL addresses the offensive and misleading language like “junk fees” to rationalize a third failed attempt to pursue a regulatory result that will limit consumer choice and access to the very advice millions more Americans need to achieve financial security. You can read the letter here.

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Integrity Deepens Offerings in Underserved Markets by Partnering with We The People Agency

Wink Intel

Integrity Deepens Offerings in Underserved Markets by Partnering with We The People Agency Agency founded by dynamic, energetic and visionary entrepreneurs enters next stage of growth through partnership designed to enhance holistic offerings for agents and clients DALLAS – JANUARY 3, 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 We

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iCapital Managing Director Scott Stolz discusses how annuities can benefit in a volatile market

Wink Intel

iCapital Managing Director Scott Stolz dissects the evolution of annuities and its variations available today in a talk with iCapital Chief Investment Strategist Anastasia Amoroso Click HERE to view via iCapital The post iCapital Managing Director Scott Stolz discusses how annuities can benefit in a volatile market appeared first on Wink, Inc.

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Happy Retirement Mike Sause

Wink Intel

Please join us in extending best wishes to Mike Sause who retired from AMS January 1st. His remarkable 40+years in the industry, marked by innovation and pioneering efforts, have left an indelible mark on the annuity and IMO space. The post Happy Retirement Mike Sause appeared first on Wink, Inc.

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Gain a Competitive Edge With This Scenario Planning Toolkit

In a world where uncertainty and change are constant, scenario planning empowers companies with the agility and competitive edge needed to thrive. Download the toolkit to fortify your business strategy , set up your competitive positioning , and ensure your company is poised to respond to any future scenario.

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Overconfidence exposes many Americans to financial scams

Wink Intel

Although 90% of U.S. adults express confidence in their ability to detect and prevent financial scams, more than a quarter (27%) of 2,432 online respondents reported falling victim at some point to them, according to a survey by Citi. This disconnect, the study says, emphasizes the need for continued vigilance, awareness, and education to keep consumers’ finances safe. “Today’s scammers are nimble, well-organized and aided by sophisticated tools,” said Michael Steinbach,

Finance 40
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What Holds Clients Back From Annuities?

Wink Intel

Why is it that so many people say they want to buy an annuity but few actually do? A new blog from the Center for Retirement Research at Boston College suggests that it’s not for the reasons you might think. Click HERE to read the full story via Financial Advisor Wink’s Moore on the Market: A lot of generalizations about annuities in this article… People are attracted to the benefits of annuities.

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Philly Area Father-Son Team Wins $500K From Woodbury For Defamation

Wink Intel

A father-son advisory team in the Philadelphia area has won a half-million-dollar arbitration award from their former firm, Woodbury Financial Services, after an arbitration panel found that the two had been defamed by the broker-dealer. Advisors Joseph Michael Cucinotta Sr. and his son, Cucinotta Jr., were both terminated in September 2021 by Woodbury, a subsidiary of the Advisor Group (whose name was changed last year to Osaic).

Win 40
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4% Rule: ‘Neat, Plausible And Wrong’

Wink Intel

The persistent—and futile—debate over the 4% rule for retirement income brings to mind the observation of the American social critic H.L. Mencken: “There is always a well-known solution to every human problem—neat, plausible and wrong,” Mencken wrote in 1920. Click HERE to read the full story via Financial Advisor The post 4% Rule: ‘Neat, Plausible And Wrong’ appeared first on Wink, Inc.

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Business Intelligence 101: How To Make The Best Solution Decision For Your Organization

Speaker: Evelyn Chou

Choosing the right business intelligence (BI) platform can feel like navigating a maze of features, promises, and technical jargon. With so many options available, how can you ensure you’re making the right decision for your organization’s unique needs? 🤔 This webinar brings together expert insights to break down the complexities of BI solution vetting.

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Insurance, Annuity Industry Wants Exclusion From Mass. ‘Junk Fee’ Rule

Wink Intel

The insurance and annuities industry have come out against a Massachusetts proposal to regulate hidden or surprise “junk” fees above the advertised price of goods or services. The proposal by Massachusetts Attorney General Andrea Joy Campbell would prohibit hidden “junk fees,” which she said companies use to “deceptively hike prices” on consumers above advertised prices.

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Private Equity Funds Are Borrowing Against Themselves, With The Help Of Insurers

Wink Intel

Apollo Global Management Inc. is at the forefront of a growing trend: insurers lending to private equity funds that want to borrow against their investments. Athene, an Apollo unit, is one of several insurers ramping up their participation in net asset value financing, an increasingly popular form of borrowing for private equity funds that need liquidity amid a tough market for cashing out holdings.

Finance 40
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The Age Of Interdependent Financial Advice Is Upon Us

Wink Intel

Financial “advice” has been available in our country since—and even before—its capitalistic origins, though it looked quite different in the more distant past. The content, form, delivery, consumers and providers of financial advice have evolved—dramatically—since “founding father” Benjamin Franklin advised that “a penny saved is two pence clear” and later, “a penny saved is a penny got.

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Jackson to Report Fourth Quarter and Full-Year 2023 Financial Results and Provide 2024 Outlook

Wink Intel

LANSING, Mich.–( BUSINESS WIRE )– Jackson Financial Inc. 1 (NYSE: JXN) (Jackson®) will announce financial results for the fourth quarter and full year ended December 31, 2023, after market close Wednesday, February 21, 2024. Jackson’s press release and supplemental financial materials will be available at investors.jackson.com. Jackson will host a conference call and webcast Thursday, February 22, 2024, at 10 a.m.

Win 40
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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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Lincoln Financial Group to Report 2023 Fourth Quarter and Full Year Results on February 8

Wink Intel

RADNOR, Pa.–( BUSINESS WIRE )–Lincoln Financial Group (NYSE: LNC) announced today that it will report its results for the fourth quarter and full year ended December 31, 2023 at 7 a.m. Eastern Time on Thursday, February 8, 2024. A conference call is scheduled at 8:30 a.m. Eastern Time the same day. Earnings materials, including the 2023 fourth quarter and full year Earnings Release and Statistical Supplement, will be available on the company’s Investor Relations web page at www.linc

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Pan-American Life Insurance Company Announces Closing of its Acquisition and Merger of Encova Life Insurance Company

Wink Intel

NEW ORLEANS, La.–( BUSINESS WIRE )–Pan-American Life Insurance Company (“PALIC”) has completed the acquisition and merger of Encova Life Insurance Company (“Encova Life”). The transaction will add approximately $60 million in revenues, over $500 million in total assets, $35 million in insurance premiums and 79,000 covered lives to PALIC’s U.S. life insurance business, further enhancing PALIC’s U.S. scale, reach and investment portfolio.

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Bermuda Says It’s Watching Private Equity Insurers Carefully

Wink Intel

The Bermuda Monetary Authority is working to ease outside observers’ concerns about private equity firms’ rush to own life and annuity insurers based in Bermuda. The agency recently put out a paper emphasizing that it is already addressing those concerns. “PE insurers require an intensified supervisor engagement,” Bermuda officials say in the new paper.

IT 40
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Private Equity-Backed Life Insurers, Reinsurers Should Expect “Intrusive” Valuation Checks

Wink Intel

Global and US regulators are preparing for a focus on private equity’s valuation practices in life insurance and reinsurance. The growth of private capital throughout the capital markets is a continuing theme, whether it is in the form of the increase in private credit or in PE-backed participation within industries like healthcare. Click HERE to read the full story via Risk Market News The post Private Equity-Backed Life Insurers, Reinsurers Should Expect “Intrusive” Valuat

Capital 40
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How To Speak The Language Of Financial Success In Product Management

Speaker: Jamie Bernard

Success in product management goes beyond delivering great features - it’s about achieving measurable financial outcomes that resonate across the organization. By connecting your product’s journey with the company’s financial success, you’ll ensure that every feature, release, and innovation contributes to the bottom line, driving both customer satisfaction and business growth.

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Fisher Investments Denies Report of Its Possible Sale

Wink Intel

Private equity firm Advent International has held talks to acquire billionaire Ken Fisher’s eponymous Fisher Investments, according to a person with knowledge of the matter. An agreement hasn’t been reached and it’s possible no deal will transpire, said the person, who asked not to be identified discussing confidential information. Click HERE to read the full story via ThinkAdvisor Wink’s Moore on the Market: Is the mantra “I hate annuities, and you should too!

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Annuity Issuers Move to Fill Bank Loan Gap

Wink Intel

U.S. annuity sales should be strong in 2024, and the issuers will probably invest a significant share of the premiums in private credit arrangements, according to Jamie Tucker, a senior director at Fitch Ratings. “We expect allocation to private credit to continue to increase, in part driven by bank lending retrenchment,” Tucker said Friday during a Fitch briefing on its credit outlook for the North American life sector.

Banking 40
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IMF Economists: Bermuda Rules Make Annuity Issuers Look Bette

Wink Intel

Economists at the International Monetary Fund make the case that Bermuda’s capital counting rules really do encourage annuity issuers in the United States and Europe to buy reinsurance from companies based in Bermuda. Bermuda lets reinsurers build assumptions about high future earnings on hard-to-sell, hard-to-price assets into benefits obligation valuations, then build the expected extra gains into current capital totals, according to a research note by Fabio Cortes, Mohamed Diaby and Peter Win

Capital 40
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DOL Reviewing 19,000 Fiduciary Rule Comments

Wink Intel

The Labor Department is now “carefully” reviewing and analyzing the more than 19,000 submissions it received on its new fiduciary rule proposal, a Labor spokesperson told ThinkAdvisor Friday. During the public comment period, which ended on Jan. 2 , “many of these submissions were unique, while the vast majority were petitions that were submitted in common by numerous people,” the spokesperson said.

IT 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