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E.g., 2020-07-13
E.g., 2020-07-13
July 2, 2020
Empower follows its 2018 rollout of Wealthsimple’s mass-market solution with the acquisition of Personal Capital, a high-net-worth offering that includes a powerful financial dashboard available to all. These two wealth management solutions, Wealthsimple and Personal Capital, support Empower’s strategic goals of enhancing its financial wellness and technology offering in the workplace and...
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July 1, 2020
On the advent of SEC Regulation Best Interest (Reg BI), brokers are pressing forward with systemic changes to the way they conduct business. The new standard of care regulation for broker-dealers (BDs) went into effect on June 30, 2020. Here is a recap of selected elements of the regulation and what Aite Group  has been hearing from technology providers, broker-dealers, and industry...
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June 2, 2020
I recently had the pleasure and the privilege of participating in Insurity’s Connected 2020 virtual conference. This conference was originally supposed to have taken place live in Dallas in late April, but the COVID-19 pandemic forced a change in plans. While the conference location and content delivery method shifted, the core mission of providing useful information for attendees remained the...
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June 1, 2020
コロナウイルスにより世界中で在宅勤務が急増しているが、筆者が勤務するAite Groupは、2005年の創業以来、在宅勤務中心で運営されてきた。2020年初時点で社員の7割が在宅だったが、現在では社員全員が在宅勤務となっている。ここでは、Aite Groupでの仕事の進め方やこれを支える仕組みを解説してみたい。 ■ 会社概要 Aite Groupは、金融業界動向の調査会社で、本社はボストン、社員数は70名である(その他に外部の業務委託が約10名)。創業メンバー4名以外、アナリストが約45名、営業部門約10名、本社スタッフ(経理/総務/マーケティングなど)約10名の体制だ。 勤務場所は、本社勤務が15名、ロンドン・オフィス勤務が5名で、それ以外の50名は在宅勤務となっている。居住地は、イギリス、イタリア、スイス、オランダ、イスラエルからアメリカ各地(ニューヨーク州、...
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May 26, 2020
Last week, I discussed the grand adventure that air travel has become, and that’s all well and good, but getting somewhere is only part of the challenge. Finding a place to stay is a necessary part of the trip, and we stayed in three different hotels as we meandered from Pittsburgh, PA to Alliance, OH to St. Louis, MO and then back to Charleston, SC.  Getting a hotel reservation is...
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May 19, 2020
Last weekend, my wife and I flew to Pittsburgh, PA from Charleston, SC to retrieve our daughter from college where she graduated on Saturday (with no ceremony). I’ve been traveling for business at least monthly pretty much my entire professional career. I am a “million miler” on Delta, as is my wife, so both of us have spent a lot of time in the air travel ecosystem. I confess that it was...
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May 13, 2020
On May 12, 2020, the Internal Revenue Service (IRS) announced it was relaxing the rules for dependent care FSAs. COVID-19’s forced closures of day cares, canceled after-school programs and spring break and summer camps, and the ensuing shift in families’ needs for dependent care made it critical for enrolled families to be able to change their dependent care contributions. Prior to this change,...
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April 28, 2020
Litigation over business insurance claim denial is the proverbial 800-pound gorilla that carriers must address. As of this writing, lawsuits are beginning to proliferate (as Aite Group predicted in COVID-19: Challenges and Opportunities in Financial Services), and most of these lawsuits are centered on the policy limits or exclusions related to business interruption. Most business insurance...
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April 22, 2020
As global investors observe the value of their retirement savings plummeting and as tens of millions face sudden unemployment, how should the retirement industry be supporting its customers through communications and other services, especially for investors who lack ongoing access to a financial advisor? For most of the roughly half of U.S. workers who have a retirement account, the primary...
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April 21, 2020
So Paycheck Protection Program (PPP) round one is over, and what a storm it was. Some things went well, others went badly. These are worth considering somewhat closely. After all, there is at least another US$250 billion coming down the legislative pipeline. We are going to be at this for at least a few more weeks, maybe even a few months, if COVID-19 spikes in late fall, as did the Spanish flu...
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