Commentary

High-performing professionals in client-facing industries like law, consulting, and accounting are increasingly stretched for time. Rethinking financial wellness through the lens of their jam-packed schedules can unlock long-term value for employees and employers alike.

Last year, GLP-1s dominated many employer conversations as demand surged and pressure mounted from employees clamoring for the wonder drugs. Today, the pressure on employers to cover them is intensifying, and I believe it will continue to as oral GLP-1 medications likely enter the market as early as next year.

A concerning number of employees (38%) say they’d rather have an AI manager than a human boss.

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

By looking at the data, modeling possible impacts and helping design proactive, personalized communication, benefits advisors can assist their HR partners in navigating uncertainty with confidence.

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.