Advisor Sales Strategies

The cost-of-living crisis is having a major impact on employees (particularly women, Gen-Xers, boomers, and Hispanics), says new report. Employers need to educate them about mental health and financial wellness benefits.

Environmental, social and governance investing is likely to remain a hot topic under different administrations, so what's a benefits professional to do? Remain nimble in complying with rules that are likely to continue to evolve.

Surveys show that most workers want more help from their plan in understanding how the choices they make will impact their retirement income, and with more clarity comes greater confidence—and likely better enrollment and contribution rates.

Another lawsuit was filed this week, asking the Supreme Court to halt the plan, which has already taken applications from 26 million people seeking up to $20,000 in debt forgiveness.

In light of inflation and a possible recession, there are a number of strategies and tools that employers and advisors can offer, such as digitally enabled, low-cost, personalized retirement advice, says a new study.

Federal Reserve officials delivered their fourth straight 75 basis-point interest-rate increase while citing that "ongoing increases" will likely be needed to bring rates to a level that is "sufficiently restrictive to return inflation to 2% over time."

Inflation can no longer be ignored when it comes to retirement planning -- even high earners are putting off retirement because the traditional 4% plan to cover expenses no longer applies, says a new report.

Failing to take advantage of basic health plan benefits, like screenings and wellness check-ups that are usually free or come with a low co-pay, indicates that employees do not understand their benefits and need help, says a new survey.