The Weekly Pulse Podcast for Sunday, June 30, 2019
In this episode (1) The latest 529 research with special guest Paul Curley, CFA, Director of 529 Research, Strategic Insight, (2) Companies taking a stand for social issues, (3) Retailers plans to upstage Amazon Prime Day on July 15, (4) moving the #Financial Literacy field forward – the Treasury takes a hard look at updating college curriculum, (5) #Bitcoin and cryptocurrency bounce back – Facebook creates Libra, (6) Will Senator Sanders’ Student Loan Debt forgiveness plan stir more retirement savings?, (7) a closer look at Executive Orders and the impact on new health and retirement plan regulations (e.g. association health plans, #ESG investing and e-delivery) and, (8) the impact of a healthcare merger on drug prices.
- Border Concerns Spark Business Responses
- When Machines Become Your Boss
- Giving a Talk: Ditch the Script
PERSONAL FINANCE, FINANCIAL WELLNESS, ANNUITIES, TAXES & FINANCIAL LITERACY
- Gen Xers Less Likely to Have Any Type of Retirement Plan Than Boomers ; Consumers Driving Advisors Further Into Digital Age
- Education not enough for financial wellness programs ; More than half of Americans lose sleep over money troubles
- The retirement plan of the future: turning that pot of money into monthly income ; Seven Ways It Should Be Easier To Buy An Annuity
- These Social Security myths could harm clients’ retirement plans ; Financial advisors warning clients about the perils of living longer
- Moms Help Jobless Sons and Daughters
- Democratic Presidential Contenders Propose Free College And Student Loan Forgiveness ; Government Intrusion in Higher Education is Sowing the Next Debt Crisis
- Risks abound for DIY estate planners
HEALTHCARE & WELLNESS
- Out-of-pocket costs increased across all healthcare in 2018 ; At first Democratic debate, sparks fly over health care
- Employers turn to telehealth, wellness benefits as healthcare costs rise, SHRM survey finds
- INTERNATIONAL Corporate Implications of US health care provision and trends
- How 5G is set to revolutionize healthcare
- How Silver Loading Impacts Insurance Markets Depends On State And Insurer Decisions
- $1.2 billion CalPERS lawsuit over long-term care gets go-ahead from judge
- Poorer Americans are more at risk of Type 2 diabetes
TECH, MEDIA & SOCIAL MEDIA
- Google Maps’ new feature will show commuters how crowded train or bus will be
- Former Equifax exec who sold stock after inside knowledge of data breach gets 4 months in prison
- Why I Moved My Money Out of a Robo-Advisor
- New Twitter Label Will Flag Violating Tweets From Trump, Other Word Leaders
- Amazon launches Counter in-store pick-up in the US, starting with 100 Rite Aid locations
401k, 403b, 457b, NONQUALIFIED, STATE-RUN PLANS & LITIGATION
- A look at DC pension trends in the US
- Employer Student Loan Benefit Programs A Growing Trend
- Engaging With Plan Auditors Can Improve Plan Operations and Governance
- Former senator: 401(k) plans were ‘never designed to be the retirement plan for America’
- Reg BI Bedlam: House Denies SEC Enforcement Funding ; Deferred Annuities as 401k Plan Default?
- Northrop Grumman Continues Fight With Insurer Over 401(k) Deal
PENSIONS
- Funding disparity in public pension funds continues to grow
- CalPERS Comes Under Fire for Prison Investments
- Louisiana pensions still have sizable funding gaps, but state improves in this key metric, report shows
- Retirement board freezes pension of former state trooper
- Pritzker, Lightfoot to meet over mayor’s pension-shift plan
- Latest attempt to cut state pensions is no guaranteed fix
- Pension bond reissue saves township $2.6 million
- US judge limits bondholders’ claim on Puerto Rico pension system assets
- PBGC Asking for Comments on Proposed Rulemaking
- Multiemployer pension bailout plan is fatally flawed
- Elliot freezing pension plan for 600+ workers
- Worker Pension Plan Lawsuits Draw Review From US Supreme Court ; US Bancorp Is First Company to Lose Suit Over Stale Pension Data; Rhode Island General Assembly Passes Religious Pension Bill
INTERNATIONAL
- Next Prime Minister must defuse the pensions time bomb
- Netherlands roundup: Parliament demands cost review of new pensions system
- PLSA Issues ESG Compliance Guide for UK Pensions
- Brazil pension coordinator says room to vote pension reform this month
- Putting a stop to unsuitable defined benefit transfer advice
- What can Canada’s DC market learn from Australia?
- Universities face fresh strike threat over pay and pensions
- Many steelworkers spent less than two hours with an adviser
MARKETS
- US economy grew at a solid 3.1% rate in the first quarter ; Consumer Confidence Declined In June ; Personal Income and Spending Both Gained in May
- Central banks ‘have run out of ammunition,’ says OECD head ; US Is Heading to a Future of Zero Interest Rates Forever; Investors are nuts to think a July interest-rate cut is a slam dunk
- Philadelphia’s Lost Fuel Supply Covered by Europe, US Gulf ; BMW: Diesels to survive at least 20 more years, gasoline 30 ; As automakers prepare to move on from gasoline, will consumers follow?
- Liquidity and a ‘Lie’: Funds Confront $30 Trillion Wall of Worry
- Russell Rebalancing Brings Frenzy to a Summer Friday
- Ford to Cut 20% of European Workforce in Sweeping Overhaul
- UK lawmakers seek to block no-deal Brexit by stopping government funds ; Another Victim of Brexit: The World’s Fastest-Shrinking Stock Market
ALTERNATIVE INVESTMENTS
- Preqin: Japanese investors embrace alternatives
- Investors bought winning hedge funds and dumped losers in May
- How Private Equity Firms Should Disclose Fees, Loans to Investors ; Private equity’s “wall of money” is back at pre-financial crisis levels
- A $1800 Drop in Minutes: Bitcoin Volatility on Full Display ; Hackers steal $4.2 million from cryptocurrency exchange Bitrue
- How The Super-Rich Are Raising Capital From The Super-Rich ; Most family offices make one to five deals per year
ABOUT THE FOUNDER
Jeffrey H. Snyder is the Creator and Founder of The Morning Pulse, Inc. Considered an “industry insider”, thought-leader and an independent voice, he has appeared in both television and print discussing the issues related to retirement and the capital markets. He also is the creator, producer and host of the The Weekly Pulse podcast and TV show, as well as the original series Roads2Retirement.
ABOUT THE MORNING PULSE
Founded in 2012, The Morning Pulse, Inc. is an award-winning digital technology, media company and consulting firm focused on aggregating, organizing and delivering retirement and financial services industry information daily and weekly. Over 500,000, individuals, industry professionals, private and public sector executives, and government officials have come to trust The Morning Pulse for timely delivery of important and relevant news and content.