Advisor Sales Strategies

Use of employer-sponsored programs has increased to almost half (49%) of all households, up from 39% in 2010, says report.

With women needing to reframe and reenergize their finances, they need a financial roadmap that's unique to their needs, says a report from Fidelity, which is kicking off a 4-week virtual event for women.

Many employees (40%) want access to advice from an investment professional, and 62% of employers say they're now offering investment access (up from 55% in 2021).

Only workers nearing retirement should consider making changes to their retirement savings plan – and employers should help, suggests report.

With 60% of US workers stressed about their finances, they're increasingly looking to employers to roll out more resources to help with not only retirement savings but their overall financial well-being.

According to a new survey, 76% of people do not know that ESG stands for environmental, social and governance, however, 54% were extremely worried about climate change.

Employers need to look for ways to help their employees pay down debt, save for retirement and boost overall financial wellness.

With micro retirement plans on the rise, Retirement Gateway for Small Business aims to simplify onboarding and ongoing administration burdens.