Beyond Bulls & Bears

Quick Thought: US financial services policies shift to rules, regulations, and executive actions
Perspectives

Quick Thought: US financial services policies shift to rules, regulations, and executive actions

The financial services outlook includes more oversight by the US Congress and states. Regulations and executive actions will likely affect housing policies, digital assets, and ESG (Environmental, Social and Governance) investing in 2023.

Competing Priorities Impact Retirement Preparedness
Perspectives

Competing Priorities Impact Retirement Preparedness

Franklin Templeton Canada’s 2020 Retirement Income Strategies and Expectations (RISE) survey revealed the importance of having a plan to help reduce financial-related stress—particularly relevant amid today’s uncertainties. Our Manmeet Bhatia discusses some findings of the survey, and how respondents feel about their financial future.

PODCAST: Fintech Opportunity in the Retirement and Financial Services Space
Perspectives

PODCAST: Fintech Opportunity in the Retirement and Financial Services Space

Technological innovations have permeated every aspect of our lives, including the way we save and invest. Franklin Templeton Investments President and Chief Operating Officer Jenny Johnson and Empower Retirement President and Chief Executive Officer Ed Murphy discuss the impact of new technology on the financial services industry, particularly in the areas of wealth management and retirement planning.

The Retirement Disconnect
Perspectives

The Retirement Disconnect

The confusion and stress that many people feel about retirement really emphasizes the importance of working with a professional to help develop a strategy before one’s working years have ended as well as after. The value is peace of mind—and perhaps, a more peaceful retirement.