BCG Blog

Turn “this could have been an email” into “this was a great meeting” by assessing the who, how and why of benefits meetings.

25% of Gen Z employees and 23% of Millennials are planning on leaving their jobs in the next 6 months. In the midst of these large, life changing decisions, how can plan sponsors help their employees navigate smaller but no less important decisions, like planning for retirement?

New legislation about the US Postal Service may seem like a huge benefit to investors and fiduciaries. But a deeper dive into the recent changes, as well as the USPS’s requests leading up to them, may in fact result in longer mail times, not shorter ones. Here’s what to know.

Hearing about factor rotation a lot lately? So are your clients. Here’s what they might really be asking you about.

Commodities had their best year in more than a decade, but a client’s interest in them may be based on more than rate of return. Here’s what clients may need to hear about emotional investing and commodities.

A new study released this winter should ring warning bells for any advisor as investors report trading more frequently, increasingly buying alternative assets and turning to social media for advice.

New research shows that gender diversity in leadership does more than ensure fair representation. It may also change how companies think. That in turn may explain why companies that are more gender diverse outperform their less diverse counterparts. Is it time to keep an eye on Female-Led Indexes?

Emotional Intelligence is one of the best skills a financial advisor has. It draws in clients and helps retain the best employees. Advisors, like anyone else in a leadership role right now, may be feeling that those skills have been tapped dry. Here’s a refresher on using emotional intelligence in the most optimal way.

While everyone may seem like they are singing the same sad tune about the Fed, there could be one key group left out of the chorus: your Employees. They need to know how the Fed impacts their savings and retirement plans.

If 87% of employers agree that auto-enrollment in a 401(k) plan has a favorable impact on employees’ retirement readiness, why not try other stumbling blocks for retirement readiness? Results from a retirement readiness survey seem to suggest that many plan sponsors are considering just that.

In the TV show of life, the hottest will they/won’t they is about remote vs. in-office work. What’s the best decision, and for whom?

Many in wealth management have been focused on the estate planning aspects of the upcoming so called Great Transfer of Wealth. But there is another side to that massive trend – those who will inherit the assets.

As the pandemic moves into its continuing phase and life gets slightly back to normal, we can look back and see that clients really did move more of their treasure towards charity. As philanthropic software giant Blackbaud recently stated in it’s study charitable giving was up 8% and up 17% overall.

The ground artificial intelligence is breaking in investment management may be the same covered in the DOL’s new Best Practices on Cybersecurity. A quick comparison of the two may help you plan for 2022.

It’s time to revisit spending—and budgeting. Especially given the financial fallout from the COVID-19 pandemic, more people are turning to “buy now pay later” loan programs which can be downright predatory.

Following such an unpredictable few years, employees may be wondering if they can or should even set goals anymore. Plan Sponsors can help employees all year long by providing information about proper goal setting. Here are a few ideas.

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?

A new definition of “fiduciary” might be here by the close of 2021. But how do we get there?

It might sound like the changes proposed to Roth IRAs over September 2021 and October 2021 are cause for a lot of concern by many investors. Your clients may already be peppering you with questions. A quick deep dive into those proposed changes may answer some of that concern.

A new global study found that 41% of investors say that its going to take a miracle for them to retire on time. Is this true for American Investors?

If an HR intranet page is difficult to use, employees are going to walk away frustrated, confused, and may not be able to access vitally important information. Here are five suggestions to improve user experiences.

“WE’RE HIRING!” signs are everywhere, but every sponsor worth their salt knows that retention is even more important than recruiting. So, what entices employees to stay?

Empowering employees to ask questions, raise concerns and become more educated can help those employees feel more confident in investing and saving for retirement. How to Address Employees’ Concerns About Changes to the Economy Through Education.

A quick review of what’s on the Supreme Court’s docket will show the “as yet to be calendared” case of Hughes v. Northwestern University. This case could impact an advisor’s duty of prudence and is worth watching for a variety of reasons.

If you are facing a blank screen and blinking cursor for your next client newsletter, we have a solid suggestion for you: respond to someone else’s content. It’s a practice well accepted in academia for generations, and its making its way through social media too.