Advisor Sales Strategies

Six out of 10 small business owners find it difficult to fully retire.

Recent legislative action in the U.S. Senate highlights a growing bipartisan interest in promoting and expanding employee stock ownership plans (ESOPs).

While recent changes can be seen as an opportunity for long-term savers, these developments add complexity and liability to advisors and employers managing retirement plans.

The need for long-term care services is expected to be substantial for people over age 65.

More education is needed around these asset classes, traditionally available only to institutions and high-net-worth investors.

Employers are demanding more actionable data, regulators are tightening expectations and members are overwhelmed by confusing cost information they still can't use in the moments that matter most.