Advisor Sales Strategies

Younger generations are adding a side hustle or second job at a heightened rate and more than half of adults expect inflation to increase this year, according to a new Northwestern Mutual study.

People of color are contributing to retirement accounts at lower rates and are more likely to take early withdrawals, which is why employers need to explore how best to reach these employees, says a new study.

The White House Office of Management and Budget has concluded its review of the Department of Labor's new Retirement Security Rule, indicating that the controversial new rule will become final sometime this Spring.

Improving financial resilience by maintaining an emergency fund requires an employee to acknowledge the value of saving for an emergency — and then commit to the savings process.

Only 31% of single women felt optimistic about their financial outlook, compared to 39% of married women, which is why 90% of financial advisors are targeting more women in the next 12 months, says Nationwide.

There's a major shift underway in the financial services industry – the convergence of workers' retirement and wealth needs, which have been placed in separate domains, much to the dismay of the average investor, says T. Rowe Price.

Workers' emergency funds are being depleted, prompting them to prematurely tap into their retirement savings, as employee financial wellness has continued to trend downward, leading to increased instability, says a new report.

Employers are not "responsible for providing for my retirement," say employees, and only 1 in 4 is comfortable leaving money in former employer plans, however, they are more open to employer involvement, says a new report.