Advisor Sales Strategies

The majority of pre-retirees said inflation poses the greatest immediate challenge to their portfolio over the next year, while a recession is also a factor that poses immediate challenges, according to the Nationwide Retirement Institute.

SPAs play a vital role in helping companies manage equity compensation programs, which have a significant impact on retention and overall company success – and most people who end up in the field didn't set out to do so.

Federal Reserve Chair Jerome Powell said the committee decided to leave rates unchanged following 10 straight hikes while indicating that at least two more increases might be necessary in 2023 - and possibly as soon as July.

Thanks to a new SECURE 2.0 provision that allows employers to offer financial incentives to start saving for retirement, participants can now earn up to $250 if they contribute to a plan for one year under a new program.

Although she didn't start in pole position, Nancy Giacolone has come to lead the pack through determination, innovation and a client-centered approach.

While 38% of Gen X and 29% of baby boomer investors expect a prolonged period of severe downturn, 56% of Gen Z and 50% of millennials say they still expect to retire on time, according to the Nationwide Retirement Institute.

The cuts in savings mirror a larger financial challenge, with 30% of Americans finding it difficult to make ends meet and 39% lacking nonretirement savings sufficient to cover one month of living expenses, says a new study.

In a BenefitsPRO Broker Expo breakout presentation, the head of broker partnerships at an employee financial wellness platform discusses the best strategies for brokers to bring this must-have benefit to employers.