Advising Generations, by the Numbers
A Nationwide study found advisers were willing to facilitate family financial discussions that clients often reported avoiding.
EXCLUSIVES
The Retirement Vision for Clients Without Children
A financial planner discusses the specific planning needs of adults without children.
How to Build on Gen Z, Millennial Interest in Retirement Planning
If advisers engage early and authentically, they can build lasting relationships with up-and-coming asset owners.
The Right Mindset for Organic Growth
Marketing and psychology know-how can help advisers gain more clients, according to growth strategists Dan Allison and David DeCelle.
How to Recruit Next-Gen Advisers
As departing advisers far outnumber new hires, firm leaders and recruiters have become strategic in capturing attention from incoming talent.
Entering the Era of Hyper-Personalization
Artificial intelligence is turning the advisory goal of scalable, individualized financial planning into a reality.
Plan Management, by the Numbers
Nearly one-quarter of surveyed plan sponsors last renegotiated fees with their current adviser more than 5 years ago.
Modern Succession Planning: Less Transactional, More Emotional IQ
As advisory firms increasingly invest in artificial intelligence, experts say the next generation of leaders will have to remain human-centered.
How Retirement Fiduciaries Can Help Health Plan Fiduciaries
Advisers’ deep knowledge of the fiduciary process can aid employers making sense of new disclosures from pharmacy benefit managers.
Increased Scrutiny of Health Plans Leaves Advisers Racing to Keep Up
Congress’ recent appropriations act and proposed Department of Labor guidance both push for greater transparency from pharmacy benefit managers.
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.
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.