Sample size determination

Visualizing Wealth Transfer: Orion Introduces Innovative Estate Planning Tool for Advisors to Support the $72 Trillion Multi-Generational Asset Transfer

Retrieved on: 
Thursday, March 14, 2024

This timely addition to the Orion Planning platform seeks to empower financial advisors to take a lead role in guiding families through the largest intergenerational wealth transfer in history.

Key Points: 
  • This timely addition to the Orion Planning platform seeks to empower financial advisors to take a lead role in guiding families through the largest intergenerational wealth transfer in history.
  • It is designed to significantly streamline the estate planning process and highlight critical estate planning outcomes, enhancing the experience for both advisors and clients.
  • Key features include:
    Intuitive, Transparent Visualization: The ability to distill complex estate planning information into easy-to-understand visualizations – both as an estate planning flowchart and a comprehensive table view.
  • Estate Planning 'What-Ifs': The capability to model hypothetical scenarios, allowing advisors and clients to assess the impact of different estate planning strategies and decisions.

Orion Bolsters Client Oversight Tool with Launch of Post-Trade Supervision Capabilities

Retrieved on: 
Thursday, March 14, 2024

Orion , the premier provider of transformative wealthtech solutions for fiduciary advisors, today announced groundbreaking enhancements to its top-ranked Orion Compliance offering.

Key Points: 
  • Orion , the premier provider of transformative wealthtech solutions for fiduciary advisors, today announced groundbreaking enhancements to its top-ranked Orion Compliance offering.
  • The new Post-Trade Supervision feature strengthens Orion’s industry-leading Client Oversight module , offering an end-to-end workflow solution that provides eye-in-the-sky post-trade compliance of client activity.
  • In response, Orion has expanded its Client Oversight tool with key features to simplify Post-Trade Supervision.
  • “The addition of Post-Trade Supervision capabilities underscores our dedication to providing advisors with the tools they need to efficiently manage compliance and safeguard their firms.”
    Orion Compliance's Client Oversight tool complements its Firm and Employee Oversight components by delivering unparalleled automation that enables comprehensive oversight via a centralized, secure dashboard.

Orion Expands Behavioral Finance (BeFi) Leadership with Launch of “PulseCheck” Tool at Orion Ascent

Retrieved on: 
Wednesday, March 13, 2024

This sophisticated behavioral finance tool, developed by Orion’s Chief Behavioral Officer Dr. Daniel Crosby and his team, considers investors’ personal well-being and fulfillment as part of the financial planning process.

Key Points: 
  • This sophisticated behavioral finance tool, developed by Orion’s Chief Behavioral Officer Dr. Daniel Crosby and his team, considers investors’ personal well-being and fulfillment as part of the financial planning process.
  • The introduction of PulseCheck comes at a time when advisors are increasingly recognizing the potential of behavioral finance to differentiate their practice and drive growth.
  • Notably, firms anticipating 10% or higher growth in 2024 are more likely to employ behavioral finance techniques.
  • It represents the latest addition to Orion's suite of behavioral finance tools that are integrated into Orion Planning.

Orion Reveals Wealthtech Survey Insights at Ascent Conference

Retrieved on: 
Wednesday, March 13, 2024

Orion , the premier provider of transformative wealthtech solutions for fiduciary advisors, unveiled the results of its second annual Wealthtech Survey during CEO Natalie Wolfsen’s opening keynote of the firm’s flagship Ascent conference in San Diego.

Key Points: 
  • Orion , the premier provider of transformative wealthtech solutions for fiduciary advisors, unveiled the results of its second annual Wealthtech Survey during CEO Natalie Wolfsen’s opening keynote of the firm’s flagship Ascent conference in San Diego.
  • Ascent 2024 celebrates the “Unstoppable” spirit of financial advisors, a sentiment corroborated by Orion’s survey findings.
  • Advisors Can Now Access Orion Compare; Get Preview of CRM of the Future
    Orion officially launched its Compare tool, now available to Orion Advantage users.
  • Developed with a complete end-to-end experience in mind, it integrates data in real-time across the Orion Advantage Stack, including Portfolio Accounting, Orion Risk Intelligence, Orion Trading, Redtail CRM, Orion Communities Model Marketplace and more.

Incyte Announces Positive 52-Week Data from Phase 2b Study Evaluating Povorcitinib (INCB54707) in Patients with Extensive Nonsegmental Vitiligo

Retrieved on: 
Wednesday, October 11, 2023

Incyte (Nasdaq:INCY) today announced new 52-week data from a Phase 2b clinical trial evaluating the safety and efficacy of povorcitinib (INCB54707), an investigational oral JAK1 inhibitor, in adult patients with extensive nonsegmental vitiligo.

Key Points: 
  • Incyte (Nasdaq:INCY) today announced new 52-week data from a Phase 2b clinical trial evaluating the safety and efficacy of povorcitinib (INCB54707), an investigational oral JAK1 inhibitor, in adult patients with extensive nonsegmental vitiligo.
  • “These 52-week results further support earlier data and reinforce the efficacy profile and potential of povorcitinib as an oral treatment for patients with extensive nonsegmental vitiligo,” said Kurt Brown, M.D., Vice President and Povorcitinib Global Program Head, Incyte.
  • “At Incyte, we are deeply committed to addressing unmet needs in the vitiligo community and understanding how this disease can affect patients’ lives.
  • Vitiligo can occur at any age, although many patients with vitiligo will experience initial onset before the age of 304.

How to read the political polls: 10 things you need to know ahead of the NZ election

Retrieved on: 
Tuesday, August 1, 2023

Poll results are often used to project the makeup of parliament, despite them being snapshots of the polling period rather than reliable predictions.

Key Points: 
  • Poll results are often used to project the makeup of parliament, despite them being snapshots of the polling period rather than reliable predictions.
  • Indeed, the accuracy of past political polls in New Zealand has been open to question.
  • Here are ten things to think about when evaluating a political poll.

1. Sample size

    • Bigger samples lead to less random variation in the results – that is, the differences between the results from a sample of the population compared with the whole population.
    • But bigger samples are more expensive to collect, and they don’t make up for poor sampling design or polling process.

2. Target population


    It should be clear which group of people the results are about. Results about sub-groups (for example, women in a certain age group) should be treated more cautiously, as these are associated with smaller samples and therefore greater error.

3. Sampling method

    • It determines how well the poll sample matches the target population (such as people intending to vote).
    • Polls should be conducted with an element of choosing people at random (random sampling), as this achieves the best representation of the population.

4. Sample weighting

    • Weighting cannot be used, however, to correct unknown differences between the poll sample and the total population.
    • The distribution of population characteristics, like gender and age, are known through the census, and can be adjusted in the sample with weighting.

5. Poll commissioner and agency

    • Or there may be a hidden agenda, such as timing a poll around particular events.
    • Equally, we can be more confident in poll results when the polling agency has a strong track record of good practice, particularly if they follow national and international codes of best practice.

6. Poll timing


    Knowing when the poll was conducted, and what was happening at the time, is important. Poll results describe public opinion at the time the poll was conducted. They aren’t a prediction of the election outcome.

7. Margin of error

    • But the margin of error does not account for other sources of error in poll results, including those due to poor sampling methods, poorly worded questions or poor survey process.
    • The total error in a political poll consists of these other sources of error as well as the sampling error measured through the margin of error.
    • Unless a poll is perfectly conducted (which is highly unlikely), the total survey error will always be larger than the margin of error alone would suggest.

8. Precise question wording


    Responses to a poll question can vary markedly depending on how it is asked. So, pay attention to what specifically was asked in the poll, and whether question phrasing could influence the results.

9. Percentage of ‘don’t knows’


    Large percentages of “don’t know” responses can indicate questions on topics that poll respondents aren’t well informed on, or that are difficult to understand. For example, the percentage of “don’t know” responses to preferred prime minister questions can be as high as 33%.

10. The electoral context


    The composition of parliament is determined by both general and Māori electorate results. Pay attention to the Māori electorates, where polls are often harder to conduct. Māori electorate results are important, as candidates can win the seat and bring other MPs (proportionate to their overall party vote) in on their “coat tails”.

Finally – watch the trends

    • Nicole Satherley works for iNZight Analytics which designs and undertakes research, but not market or polling research.
    • Andrew Sporle works for and owns shares in iNZight Analytics and Matau Analytics which design and undertake research, but not market or polling research.

Chegg Releases its 2022 Environmental, Social, and Governance Report Demonstrating Commitment to Responsible Practices and Societal Impact

Retrieved on: 
Thursday, June 15, 2023

Chegg, Inc. (NYSE:CHGG), the leading student-first connected learning platform, announced the release of its 2022 Environmental, Social, and Governance (ESG) report .

Key Points: 
  • Chegg, Inc. (NYSE:CHGG), the leading student-first connected learning platform, announced the release of its 2022 Environmental, Social, and Governance (ESG) report .
  • The comprehensive report outlines Chegg’s commitment to ethical management, an empowered employee culture, environmentally sustainable practices, responsible product and service development, and fostering positive societal impact.
  • “We are proud to launch our 2022 ESG report and showcase our dedication to transparency, accountability and creating positive impact.
  • 1 Results reflect a Chegg online survey conducted among a random sample of U.S. Chegg Study and Chegg Study Pack customers that used Chegg Study or Chegg Study Pack in Q2 2022 and Q3 2022.

Almirall: Up to 73% of Atopic Dermatitis Patients Taking Lebrikizumab Had Improved or Cleared Skin on Face or Hands in New Analysis

Retrieved on: 
Monday, May 1, 2023

This post-hoc analysis is based on individual patient trajectory data from two double-blind, placebo-controlled, monotherapy Phase 3 studies of lebrikizumab in adult and adolescent patients with moderate-to-severe AD.

Key Points: 
  • This post-hoc analysis is based on individual patient trajectory data from two double-blind, placebo-controlled, monotherapy Phase 3 studies of lebrikizumab in adult and adolescent patients with moderate-to-severe AD.
  • Safety among patients in ADvocate 1 and ADvocate 2 at one year was consistent with the induction phase of the trials and other lebrikizumab studies in AD, including ADhere.
  • Almirall has licensed the rights to develop and commercialize lebrikizumab for the treatment of dermatology indications, including AD, in Europe.
  • Lilly has exclusive rights for development and commercialization of lebrikizumab in the U.S. and the rest of the world outside Europe.

Up to 73% of Atopic Dermatitis Patients Taking Lilly's Lebrikizumab Had Improved or Cleared Skin on Face or Hands in New Analysis

Retrieved on: 
Monday, May 1, 2023

This post-hoc analysis is based on individual patient trajectory data from two double-blind, placebo-controlled, monotherapy Phase 3 studies of lebrikizumab in adult and adolescent patients with moderate-to-severe AD.

Key Points: 
  • This post-hoc analysis is based on individual patient trajectory data from two double-blind, placebo-controlled, monotherapy Phase 3 studies of lebrikizumab in adult and adolescent patients with moderate-to-severe AD.
  • Safety among patients in ADvocate 1 and ADvocate 2 at one year was consistent with the induction phase of the trials and other lebrikizumab studies in AD, including ADhere.
  • Most AEs across the two studies were mild or moderate in severity, nonserious, and did not lead to treatment discontinuation.
  • Almirall has licensed the rights to develop and commercialize lebrikizumab for the treatment of dermatology indications, including AD, in Europe.

NUMERATOR LAUNCHES 150,000 HOUSEHOLD INSIGHTS PANEL UNLOCKING +43% SAMPLE INCREASE

Retrieved on: 
Monday, March 20, 2023

The Numerator Insights platform now features data from 150,000 panelists who participate at the most rigorous compliance standard in the industry.

Key Points: 
  • The Numerator Insights platform now features data from 150,000 panelists who participate at the most rigorous compliance standard in the industry.
  • Numerator has made this change in scale retroactive back to 2019, providing four full years of data at the larger panel size.
  • The size of a consumer insights panel is directly tied to the depth of sample available for specific brands.
  • “We have been investing towards this panel expansion for almost two years applying a tech-first approach,” said Eric Belcher, CEO, Numerator.