Advisor Sales Strategies

It’s no secret that women earn less than men in the workforce, but what people forget to recognize is this pay disparity compounds over time, leading to retirement inequities.

About half of Americans who are engaged with an advisor think that their advisor already uses AI for at least one professional purpose.

As a result, more female employees are relying on workplace benefits to improve their mental and financial wellbeing.

Beginning March 27, to recover new overpayments, the Social Security Administration will automatically withhold 100% of recipients’ monthly benefits, the agency announced.

Employers must rethink their retirement benefits and adopt science-backed approaches that drive meaningful impact. Here are four key strategies to consider:

Many plan sponsors believe personalized advice and guidance will improve retirement outcomes and see managed accounts as the next step in the evolution of “one portfolio for all perspectives,” according to PGIM’s Defined Contribution survey.

The average percentage of assets compared to total liabilities has held steady in the 71% to 79% range over the past five years, according to the National Conference of Public Employee Retirement Systems.

While AI is a powerful tool, the best approach is a hybrid one—leveraging AI for quick, data-driven insights while consulting human experts for major financial decisions, according to a new Pearl study.