February 2019

Harnessing Growth: The LIMRA-EY Experienced Financial Advisor Study

Caldwell, NJ — The many forces reshaping the financial services industry are causing advisors to step back, re-evaluate their business models, and rethink the value propositions they provide to clients. This is causing a convergence: distribution channels are growing more similar every day. Organizations must reexamine their assumptions, and align with the right practice models

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California Consumer Privacy Act and Future Privacy Trends

Caldwell NJ. The expanding regulatory mandates, fast-changing technology landscape, and high-profile data breach cases have elevated privacy from merely a “check-the-box” compliance matter to an enterprise-wide operational focus. Regulators and consumers are expecting increased privacy rights over an individual’s personal data. The California Consumer Privacy Act (CCPA) sets a new “standard” for future US privacy

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