Plan Management, by the Numbers
Nearly one-quarter of surveyed plan sponsors last renegotiated fees with their current adviser more than 5 years ago.
EXCLUSIVES
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.
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.