Advisor Sales Strategies

Employees say the top causes of their financial stress are saving enough for retirement, having emergency savings and paying their monthly bills, according to a new report.

Found in all four of the trends is one simple message -- be proactive, not reactive, according to a new Marsh McLennan report.

Among the new law's 93 provisions are new mandatory rules for part-time workers, as well as an optional provision for employers to include a student loan/401(k) matching plan.

In fact, 85% of companies now have a formal wellbeing strategy - which encompasses physical, emotional, social, career and financial health - says a new report.

Although the average retirement account balance rose in the fourth quarter of last year, balances ended the year down from a year earlier – losing nearly one-quarter of their value, according to a new Fidelity report.

A combination of rising yields, declining equity markets and a strengthening dollar made 2022 a challenging year for many investors, but pension fund levels improved year over year, according a new report.