Honesty is the Best Policy
When it comes to hiring, interviews are a two-way street. Are you marketing your benefits well? How best to be honest and open about benefits in recruiting.
Read MoreThe Season’s Hot New Trends
Everyone loves a three-day weekend, so wouldn’t it be grand to have them every week? Maybe in theory, but in practice it’s far more complicated than that, and can require restructuring of an organization’s workforce. So how do sponsors know if it’s right for them?
Read MoreLet Them Eat 401(k)ake!
It’s time to ditch the ping-pong table, snack bar, and bean bag chairs (not that they’ve gotten much use in the last few years). The best recruitment tools aren’t free lunches or nap pods, it’s just better benefits.
Read MoreGo Go Gadget Investing!
Persuading employees to engage with their benefits options is like finding Cinderella armed with just a shoe: it’s about finding the right fit. For new investors, those with low investment capital, and straightforward finances, robo-investment can be an excellent fit.
Read MoreCryptic Currency
What’s going on with Bitcoin ETFs, and what information should benefits advisors and plan sponsors have ready for when employees ask about their plan’s investment options for bitcoin?
Read MoreHow to Speak Sponsor
Communication strategies for sponsors trying to convey their duties, plans, and needs to other groups in the office less familiar with their roles.
Read MoreCultural Competency and the Paperless Office
Why going paperless for providing information to employees may be hurting your enrollment. From religion to neurodivergence, money to age, the diversity of those who would benefit from printouts may make you want to reconsider the purely digital enrollment paradise you may be envisioning.
Read MorePutting the “Ad” in “Advisor”
Advisors rejoice, because now testimonials can finally be used in their advertising. Here’s a summary of what changed, why you should do it, and how you can make the most of this new opportunity.
Read MoreEven the Interns?
Who is covered by your company’s 401(k) plan? Sometimes the breadth of a plan can include surprising groups, like interns. But even when it might not, there’s an argument to be made for providing coverage anyway.
Read MoreBudgeting Basics
Most people could benefit from better budgeting behaviors, but where to start? Finding a method and the tools to support it are step one; here are some resources to help employees begin their budgeting journey.
Read MoreDiversify Your Assets…and Advisors
Why do diversity and inclusion matter, and how do advisory firms go about creating and maintaining diverse, inclusive workspaces? It turns out that diversity policies aren’t the answer, but mentorship may be.
Read MoreThe Pandemic Productivity Problem
While companies understandably want to keep business operations firing on all cylinders, it’s important to remember that employees are under unprecedented levels of stress. Expecting regular performance in 2020 (and now 2021) can contribute to burnout that will ultimately hurt business.
Read MoreMillennials, Gen Z, and Early Retirement
Young people want to retire early but tend to underestimate cost of living expenses that make this unlikely. What factors aren't they considering (that they should be), and how do FAs help them realistically save for early retirement?
Read MoreAmerican's Declining Quality of Life
Of the 168 countries surveyed for the 2020 Social Progress Index, America currently ranks 28th and is one of three countries (joining Brazil and Hungary) where citizens are worse off than in 2011 when data collection began. So what's contributing to this decline in quality of life?
Read MoreNiching Outside of Your Area Code
Now that they’re unhindered by the constraints of physical proximity that may have formerly informed at least part of their decision making, advisors can market to a wider pool of investors and therefore be more discerning in their chosen clientele.
Read MoreRed Flag Relationships
They say there’s someone out there for everyone, but that doesn’t mean that you’re everyone’s someone. Here are a few signs that it might be time to move on from a client relationship.
Read MoreMillennihilism: Investing in an Uncertain Future
It can be difficult for Millennials to envision a better future (financial or otherwise) because they have never really experienced it; after being told it’ll get better time and time again, Millennials have only been disappointed, so now some may not see a point in long-term savings. But can the sometimes-hopeful-hopelessness be the key to a more secure financial future?
Read MoreGambling, Gaming, and Investment
Is this just a game to you? For some, the answer is yes. Sports bettors have turned to the stock market, while young people are using investment apps that have the kind of gambling-adjacent features often found in video games.
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