Trends PLANADVISER November/December 2021

Long-Term Care

27% of retirees cannot afford minimal expenses.

Reported by

DJ Shaw

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Data & Research

July 24th, 2025

EBRI Discusses Retirement Risks From Not Addressing Long-Term Care

Employees’ perceptions of long-term care needs, knowledge and accessibility of long-term services and supports influence their financial readiness in retirement.

Compliance

June 23rd, 2025

Employer Sues Blue Cross Blue Shield of Michigan for Alleged ERISA Violations

Wesco Inc. alleges BCBSM exploited self-funded health plans by charging fees to fix its own billing errors, in violation of...

Products

February 5th, 2025

Empower Expands Benefits Services With Consumer Directed Health Care Offering

The CDH product suite is being offered through a partnership with Alegeus Technologies LLC.

Trends PLANADVISER November/December 2021

The Role of Pro Bono Services

Advisers working gratis for the underserved help get them on track.

Reported by

DJ Shaw

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Deals & People

June 25th, 2025

Michael Liersch Named Chief Planning Officer at Edelman Financial Engines

In the newly created role, Liersch will focus on financial planning, advice and solutions.

Client Service

September 4th, 2024

Vanguard to Lower Asset Minimum for Digital Adviser Access

The minimum holding to receive financial advice from "robo-advisory" services will drop to $100 from $3,000.

Practice Management

May 31st, 2024

Recent College Graduates See Finance as Top Career Prospect

Young adults are also more optimistic in career prospects compared to prior years; separately, CFP marked a milestone of 100,000...