In The News

A Critical HSA Liability (And Opportunity)

Too many 401k advisors instinctively overlay 401k menus onto advisor-friendly HSA platforms. It’s not a surprise; advisors have sweated over fees, glide paths, performance, asset allocation, active vs. passive approaches and other technical details in building their...

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6 Strategic Wealth Management Tips for Women

When it comes to personal wealth management, one size doesn't fit all -- and that's especially true when it comes to female investors. Women control more than half of the wealth in the U.S. -- a number that the Federal Reserve estimates will increase to two-thirds of...

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5 Prospecting Tips for Financial Advisors

It’s no surprise that prospecting is the primary challenge advisors face, year after year. When, as part of National Underwriter’s recent Independent Producer Study, we asked about the most challenging aspects of selling insurance products, 55 percent of respondents...

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Four Financial Technology Tools You Can’t Ignore

Since 2010, more than $50 billion has been invested in nearly 2,500 financial technology (FinTech) companies. This boom has driven financial advice head-first into the digital revolution, creating highly customized, highly advanced experiences for investors along the...

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Retirement Superheros,Your Services are Needed!

Last month, the Employee Benefit Research Institute released the 2017 Retirement Confidence Survey. In its 27th year, the survey reveals interesting information about how American workers think about and plan for retirement. While much of the report is unsurprising...

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One Video Could Change How Employees Save for Retirement?

The Retire With Confidence® Program for Participants is designed to give employees an individualized experience that helps them make informed decisions about retirement saving and investing. When participants feel they are a part of the retirement planning process,...

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Retirement Advice for Our Men and Women in Uniform

This year may be a momentous year, financially, for many Americans with possible changes to the tax code, healthcare, and the financial services industry some of 2017’s many wild cards. For members of our Armed Forces, 2017 brings an additional financial question and...

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