Broad Benefit Trends to Watch in 2020
Employers are accustomed to having five generations in the workforce, but they now need to focus on the new expectations Gen Z brings to the workplace, Fidelity says.
Tag: financial wellness
Data & Research
Data Mine—December 2019
With each edition of the PLANADVISER Data Mine, we dig for the most actionable findings in the latest retirement plan industry research.
Data & Research
Deals & People
Client Service
Data Mine—November 2019
The retirement plan industry is flush with data points and analyses. In this November 2019 edition of Data Mine, we have dug out the most useful findings from a range of published works.
Hub International’s Ambitious Vision for the Retirement Market
Linking health care and wealth management; maximizing practice efficiency and cross-selling opportunities; addressing individuals' insurance and financial wellness needs—Hub’s new retirement plan specialist advisers hope to do all of this and more.
The Price Tag of Financial Stress
According to new John Hancock research, financial stress has a major impact on organizations, costing more than an estimated $1,900 per year, per employee.
Data & Research
Data Mine—October 2019
The retirement plan industry is flush with data points and analyses. In this October 2019 edition of Data Mine, we have dug out the most useful findings from a range of published works.
Client Service
PANC 2019: Beyond the Buzzwords: Making ‘Cents’ of Financial Wellness
Industry insiders discuss what a ‘true financial wellness program’ is and is not—and what it should consist of.
Practice Management
Products
Products
Data & Research
Products
Products
Data & Research
Products
Products
Data & Research
Products
PANC 2019: Learning From Adviser M&A Transactions
Why two advisory practices decided to sell and become part of a larger benefits broker and a wealth management company.
Morgan Stanley Expands Student Loan Capabilities
The Morgan Stanley at Work financial wellness platform now includes student loan refinancing capabilities and expanded financial coaching.
MyBlocks Digital Tool Covers Various Financial Wellness Topics
It enables advisers to engage prospects and clients of all ages and financial backgrounds and to use the registration information to turn prospects into clients.
Advising on Short-Term Goals for the Long-Term Future
How can financial advisers focus on retirement security if many participants are still figuring out shorter-term stability?
Financial Stress Flows Up and Down the Generations
A new TIAA survey suggests Americans who are concerned about their parents’ financial security are more likely to feel stress about their own retirement preparedness.
Emphasis on Value-Add Services in Morgan Stanley’s Solium Acquisition
Morgan Stanley executives say the recent acquisition and rebranding of Solium Capital reflects the firm’s goals of connecting with wealth management clients earlier in their careers and in more holistic ways.
FPS Group Introduces AdvisorConnect for 403(b) and 457(b) Plan Participants
AdvisorConnect is a support network of plan sponsor-approved, registered financial professionals who specialize in the public-sector retirement space and has been designed as a value-add to plan participants seeking customized financial solutions.
Pentegra Releases Millennial SmartPath
Pentegra Millennial SmartPath is a report detailing best practices and strategies for Millennials to help improve retirement readiness and overall financial wellness.
Seventy Percent of Americans Feel Financially Stressed
Asked what benefits support their well-being, 74% said retirement plans, 56% said life insurance, 35% said tuition reimbursement/student loan repayment programs, and 29% said financial education.
MassMutual Tool Provides Personal Financial Wellness Score
MapMyFinances also offers guidance to help people achieve their financial goals.
Firms Collaborate to Provide Student Loan Benefits and Financial Wellness Education
Gradifi, a provider of student loan and college savings employee benefits, will offer EVERFI’s interactive financial wellness content and tools.
Retirement Planning Behavior Differs by Financial Fragility
Almost all of those with high fragility are prioritizing being able to afford everyday bills, while those with low fragility are prioritizing saving for the future, including for retirement, according to a Society of Actuaries report.
Principal Pairs Financial Wellness with Voice Activation
Principal Flash Briefing, the firm’s financial wellness platform, relies on Alexa.