Client Service

Adviser Opportunities Abound in HSA Market

Devenir finds HSA assets grew to an estimated $45.2 billion, spread across some 22 million accounts, at the end of 2017; as more account owners are investing their HSA dollars, the demand for advice is clear. 

Help DB Clients Stay Realistic About Mortality Assumptions

“It is important for actuaries for all types of pension plans, including those who work with multiemployer and public-sector plans, not to reverse expectations for mortality improvement in response to the latest data,”says Eli Greenblum, chief actuary for The Segal Group.

Equity Compensation Plan Participants Want Advice

Among those who have never exercised or sold their equity compensation or ESPP, 34% admit to being worried about selling under the wrong market conditions and 34% say they are afraid of potential tax implications of making a wrong decision.

Interest Doesn’t Always Bring Adoption of Robo-Adviser Tech

Since 2015, investors' interest in using digital advice platforms has increased modestly, far outpacing actual adoption, according to Cerulli; for clients of both traditional advisers and robo platforms, knowing disclosure information is easily available is often felt to be more important than reviewing it in depth.