Advisor Sales Strategies

Women investors are bracing for the worst and are expected to see increased economic uncertainty, high inflation, and a delayed retirement over the next few months, according to a new advisor survey..

Pres. Biden rejected legislation that would have blocked the new DOL rule allowing retirement portfolio managers to weigh climate change and other environmental issues in their investment decisions,

Retirement advisors are ecstatic about SECURE 2.0, with 95% of advisors supporting the new legislation.

Encouraging news for advisors and employers: Nearly 90% of women say they are tackling stress head on and have made money moves or plan to do so in the next six months, says a new study.

With the new provisions of this recently passed retirement law, employers have a lot more options to offer employees, from an emergency savings account to a student loan-401(k) match.

Employees say the top causes of their financial stress are saving enough for retirement, having emergency savings and paying their monthly bills, according to a new report.

Found in all four of the trends is one simple message -- be proactive, not reactive, according to a new Marsh McLennan report.

Among the new law's 93 provisions are new mandatory rules for part-time workers, as well as an optional provision for employers to include a student loan/401(k) matching plan.