BCG Blog

Dig deeper into the Millennial insult "OK Boomer"and you’ll find that the emotions behind the snark belie legitimate retirement worries of a generation. Here's how financial advisors can use what they see in OK Boomer social media posts to answer those worries with their expertise.

Socially Responsible Investing now tops $30 million in AUM. Is Impact Investing catching up? Read on for details on a new survey in Impact Investing and how this may show a trend.

As open enrollment time for health care plans comes around again, employees may be confused about the role that a HSA can play in both their retirement. In fact they may be surprised at some of ways they can use an HSA.

Employees can do more than previous generations to make sure the kids in their life can afford college, and that means Aunties and Uncles too. There could even be tax benefits for setting aside extra for the little ones in their lives.

Plan Sponsors who conduct seminars for their employees may want to plan educational programs for the upcoming year on these top worries from their employees. Here are five suggestions.

Employees who are stressed about having appropriate skills for their jobs may take matters into their own hands to learn important skills. Plan sponsors can use these platforms to help their employees learn how to be just as savvy at planning for retirement as in cranking out field reports in SalesForce.

With the coverage of the continuing climate crisis increasing, so may be the calls for caution around products that consider themselves environmentally friendly. Employees may want to be just as wary of allegedly green investment funds.

Many employees may think investing in the stock market is too risky. If risk is an issue, why not explain risk management using the same tools your company uses?

Keeping up with technology for your financial advisory firm may feel like trying to keep tabs on your teenager. It’s more than watching trends. It’s about being able to see how trends in tech may pose a risk to your clients or their business.

Potentially risky microloans aren’t for all investors, but they may help some investors diversify their accounts and given the potential for consolidating (and getting out from under) credit card debt, they may also help a lot of middle class would-be borrowers.

Your firm can thwart ethics and compliance problems early on by encouraging employees to ask questions and spot potential problems early on through a compliance friendly environment.

While the U.S. news media seems steeped in the benefits of mindfulness and learning to concentrate or focus, maybe its time to hear the benefits of unfocusing for a little while.

In the wake of an unexpected separation, employees may be focused on their immediate major financial needs. Retirement planning is most likely the largest, but farthest from top of mind, for most couples. Yet, Plan Sponsors may be able to help with just a few tweaks to their EAP information.

There may be something deeper in the recent revival of interest in Bitcoin, and Plan Sponsors should take note.

For some advisors the last five years have been like a dust storm, obliterating any boundaries of where we’d come from. And where we had planned to go? How can you get back, and stick with, your own goals?

In late 2016 two female focused financial platforms faced off. One survived. How does that success help advisors understand financial feminism?

Not too long ago the lawsuit pending against Anthem was settled for a remarkable $23.6 million figure. And while that amount may give plan sponsors pause, several other aspects of the case are worth noting. Here’s a deep dive into several parts of the lawsuit and settlement that can help plan sponsors.

Planning for an audit sounds like rooting for a root canal, but unlike unwanted dentistry, planning for a plan audit can significantly lessen the pain involved. Here we detail both IRS and DOL audit processes so you can be prepared.

Employees may want to treat retirement like their laundry: set it and forget it. But retirement, and any investing, isn’t as easy as lather, rinse, repeat. Here’s how plan sponsors can help employees appropriately use automatic investment tools.

Recent decisions and plea agreements between FINRA and financial advisor firms show that internal compliance controls are more important than ever. We’ve reviewed a few examples from the agency to give you a sense of how to avoid similar pitfalls.

A financial advisor may keep the doctor away. Two new studies show that financial advisors may play an important role in worker’s sense of well-being. Knowing the numbers may help you understand how to help your clients even more.

While many may be watching the market for the next signs of recession, it may be smart to also keep an eye on the courts. Here is a quick overview of what to keep in mind from the highest court for the Fall of 2019 on ERISA.

For those who work as advisors to plan sponsors, understanding how their benefit software may change is crucial to maintaining a good customer service. It’s also crucial to know when that benefit software may change. So, what’s new in benefit software?

Just like their attorney, advisors may have specific forms they prefer to use again and again, scripts work for making sure all points are covered in talking to new clients or in describing the risk of an investment. Similarly, scripts can work for ethical situations. Here’s how.

Not only are other options out there for communicating with your clients besides the boring PowerPoint slides but your competition may be using them. Here’s a run through of a handful of the best alternatives to Powerpoint and also how the other game in town can help you communicate with new audiences.