Advisor Sales Strategies

The simple "two weeks off" and "five sick days" are no longer enough for most workers. While basic benefits are a start, they're certainly no longer the benchmark for what talent is seeking.

Ensure portfolios are well-positioned for inflation risk and rising rates or, for near-retirees, consider the benefits of a lifetime income annuity to help address market risk, experts say.

With inflation, market volatility and the lingering pandemic, now's the time to offer guidance, tools and resources to help workers make the best decisions to balance current financial needs without jeopardizing their future.

The mutual funds investment firm, as well as the business world, is struggling to satisfy the expectations of Americans, who continue to be strongly divided on environmental issues.

If passed this year (and it's likely it will), it could be the biggest retirement legislation in years, essentially getting more workers covered by employer-sponsored plans.

Many employees feel strongly that their employer has a responsibility to not only provide competitive pay, but also holistic benefits and financial wellness tools.