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Improving productivity in the workplace is a top priority for executives in 2025, even outweighing managing medical benefits costs, which are expected to rise sharply next year.

So far, 17 states have passed laws to limit environmental, social and governance investing, and there have been over 150 bills on ESG investing in 37 states.

DE&I has many benefits, and it doesn’t have to be controversial.

Mark Bertolini, ex-CEO of Aetna, proposed that employers continue to contribute to employees’ insurance, but instead of enrolling them in a group plan, allow them to select an individual plan that fits their needs.

The lawsuit alleged UnitedHealth CFO John Rex interfered with the company's decision to drop "one of the worst-performing target date options in the entire market.”

This is an ideal time for clients to bring along their friends, who could become new customers.

As we edge toward 2025, the challenges ahead — staffing shortages, aging populations and the rapid pace of technological change — demand nothing less than a revolution in how we train, support and retain our workforce.

Gen Xers are increasingly turning to experts for financial guidance, with nearly four in 10 currently paying for advisor services, up from 29% just six months ago, according to a Nationwide study.