Finance

“Find ways to generate income,” says one financial planner.

Having a solid vendor relationship is great, but your firm can do better. Here's how.

While some retirees have seen a substantial increase in spending, many others are enjoying financial freedom.

Disability insurance offerings can help your employees protect their most valuable asset: their ability to earn an income.

OneDigital’s acquisition of Resources Investment Advisors shows a convergence between two major spaces within financial services.

Companies are recognizing the necessity of offering fertility treatments, adoption and surrogacy benefits to their employees.

Steady gains made in equity markets last year were "clearly a tailwind,” an expert says.

Even rolls out new product to help employees save money for up to three different purposes at once via direct deposit.

Choosing the right health benefit vendor is a combination of trial and error and transformative solutions that save money and provide the greatest impact.

The new integration allows employers to give workers access to cards during onboarding.

Benefit advisers might consider looking in these markets to beef up financial wellness product sales.

Benefit advisers might consider looking in these markets to beef up financial wellness product sales.

Market valuations may not be a reliable tool to use to make investing decisions so it can be prudent for savers to assume low investment returns, says an expert.

The wealth in retirement accounts could shrink by that much due to annual defaults on 401(k) loans. The projected loss is about 2.7% of the $7.8 trillion in retirement accounts.

The "Rule of 100" follows the rule-of-thumb of growing more conservative as investors grow older, but it also may be obsolete since it was developed when interest rates were higher.

A study notes that retirees might be experiencing the “Homer Simpson” mindset, in which they choose immediate gratification without thinking about the long-term consequences.

When the financial clouds are gathering, your clients have preparations to make. Top of the list: reduce risk.

Hellman & Friedman’s $3 billion agreement to buy retirement services provider Financial Engines Inc. is one of the biggest deals yet in the investment management takeover boom.

Even if those assets are used to pay for nonmedical expenses, an HSA can still be ahead of a 401(k) plan or an IRA.

Put together a multidimensional strategy, including the financial resources and human capital that will be required to achieve personal and company objectives.