Advisor Sales Strategies

The labor market and consumer spending have remained resilient despite the rate hikes (the last one in July), but a resumption of student-loan payments next month will take discretionary spending power out of consumers' hands.

With SECURE 2.0 signed into law, featuring new auto-enrollment requirements, retirement advisors can help prepare payroll systems for the new regulations, otherwise employers will face the possibility of fines.

Employers should consider re-examining their financial wellness offerings because access to a 401(k) and a 401(k) matching program are the most important benefits to employees, says a survey.

Benefits leaders are solving for their employees' financial wellness, not banking access and inclusion.

A new study breaks down how the Great Recession changed the retirement savings trajectory of late boomers.

These higher levels of debt, matched with continuing high levels of inflation, may be signal that Americans are still struggling in an economy that otherwise seems to be improving.

A second judge ruled the DOL's 5-part test to determine what defines "fiduciary" should be struck down, which was a victory for the Federation of Americans for Consumer Choice, an advocacy group for insurance distributors.

The majority of pre-retirees said inflation poses the greatest immediate challenge to their portfolio over the next year, while a recession is also a factor that poses immediate challenges, according to the Nationwide Retirement Institute.