Financial Wellness Inextricably Linked to Employee Wellness
Employees who lack financial wellness benefits and advice from their employers are more likely to experience burnout and job turnover.
EXCLUSIVES
How Advisers Can Help Businesses Address Caregiving Needs
The surge of unpaid caregiving is leading to labor turnover and decreased retirement readiness.
Long-Term Care Planning, Without the Emotional Charge
Even when advisers know the importance of preparing for such health care costs, they may lack the confidence to address...
22% of ERISA Lawsuits in 2025 Involved Health Plans
Analysis by Encore Fiduciary breaks down financial outcomes and trends to watch from ERISA court cases.
How AI Is Changing Fund Management
Artificial intelligence is impacting all facets of advisers’ work, right down to the explanations they share with clients.
How Advisers Can Improve AI Prompts
The effectiveness of artificial intelligence often depends on the quality of one’s prompts and following proper guidelines.
AI: From ‘in the Loop’ to in Control
Artificial intelligence’s rapid advancement presents ongoing occasions for financial advisers to assess its ethical use and best practices.
Past the Bots: How to Implement AI for Efficiency
Now that generative artificial intelligence tools have been widely implemented in retirement planning, experts suggest advisers turn to embedded AI...
Advisers Using AI, by the Numbers
While 87% of surveyed advisers said they planned to use artificial intelligence-powered tools in the following 12 months, accuracy remained...
Why Data Security Is a ‘Shared Responsibility’ for Advisers
Artificial intelligence raises the stakes in the ongoing responsibility to monitor data access and review third-party vendors.
Guaranteed Income in Target-Date Portfolios Boosts Retirement Spending
Target-date portfolios with guaranteed income could effectively manage retirement risks, according to BlackRock and TIAA.
Retirement Income Strategies, by the Numbers
Nearly half of 2025 PLANSPONSOR Plan Participant Survey participants reported having less than $100,000 in total retirement savings.
Longevity Risk Requires Accurate Measurements, Adequate Solutions
Advisers can guide clients to find appropriate income options for a potentially lengthy retirement.
Expanded ABLE Account Eligibility Could Provide New Source of Retirement Income
Thanks to SECURE 2.0, people with disabilities acquired before age 46 can potentially take advantage of the savings account vehicles...
Simplifying Annuities Could Lead to Increased Take-Up
Guaranteed streams of income may seem a ‘no-brainer’ for retirees and sponsors, but hesitation to embrace one form of guaranteed...