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New findings from Tiburon Strategic Advisors reveal some interesting facts about advisers’ appetite, or lack thereof, for headline grabbing products such as alternatives and exchange-traded funds.
Specifically, Tiburon reveals that advisers intend to increase their usage of index funds by one-third while decreasing their usage in exchange trade funds, alternative investments, & variable annuities by over 30% each.
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From fiduciary guidance to financial education, advisers are taking on more responsibility as sponsors expand investment choices and focus on participant outcomes.
At face-value, HSAs are for short-term medical expenses, but advisors suggest paying out of pocket to maximize HSA funds for investing and tax-free growth.
Brokers who thrive will be those who help clients see what altitude sickness obscures and provide the diagnostic tools to design benefits that actually work at ground level.
The landscape of employee benefits continues to evolve, and data will be a greater influence for all employers.
Long gone are the days of set-it-and-forget-it fully insured policies, as transparent models empower employers to take control of health insurance costs.
