Practice Management

Gen Z is the latest generation to face an uneven start to retirement planning.

High-risk organizations need to pay close attention to anti-phishing safeguards and training at their vendors and service providers, because Scattered Spider members often use those to get into the targeted company, Toomey said.

As the group benefits market experiences continue to change, advisors must evolve into strategic innovators.

New research highlights that HR leaders play a crucial role in fostering trust and enhancing employee wellbeing, both essential components of a positive employee experience.

As the nature of work continues to shift, smart companies are staying ahead by prioritizing wellbeing in ways that are strategic, inclusive and sustainable.

While the One Big Beautiful Bill Act (OBBBA) that President Trump signed into law on July 4, 2025, somewhat surprisingly does not directly address any issues related to qualified retirement plans, it does impact executive compensation in a couple of ways that may be of interest to executives and their financial advisors.