To recruit and retain top female advisors, firms must address areas where their perceptions differ from men's.
© Touchpoint Markets, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more inforrmation visit Asset & Logo Licensing.
Marlene Y. Satter has worked in and written about the financial industry for decades.
By Lynn Cavanaugh | May 02, 2025
Around 3 in 10 workers believe having investment options that provide guaranteed lifetime income to be the most valuable improvement to their plan, according to EBRI’s annual survey.
By Lynn Cavanaugh | May 01, 2025
Most Gen Xers have adjusted their retirement goals to support their adult children or aging relatives, according to a new “sandwich generation” survey by Athene.
By Lynn Cavanaugh | April 14, 2025
Financial professionals see potential for further annuity growth, but educating clients and employers is key, according to Nationwide surveys.
Report
Sponsored by Remodel Health
Explore data and trends on how businesses across an array of industries, sizes, and states are using Individual Coverage Health Reimbursement Arrangements (ICHRAs) to control costs and offer flexible health benefits.
Guide
Sponsored by Progyny
Strategic Women's Health: An HR Guide to Cost Control & Talent Retention
Top organizations are no longer treating women's health benefits as a nice-to-have. They're investing in them strategically to control rising healthcare costs, improve outcomes, and retain top talent.
Guide
Sponsored by Progyny
Why Women's Health Now: A Strategic Guide for Benefits Advisors
This guide shows how you can help your clients take a strategic approach to women's health benefits-- one that improves outcomes, reduces costs, and strengthens talent retention.
