Risk management

Ignoring life expectancy research can lead to miscalculations, as under- or overestimating a client's lifespan will impact financial plans.

Managers need to learn better ways to set and prioritize their goals in order to oversee employees and work effectively.

The scramble to adjust to remote work has changed not only how companies are getting through this unprecedented crisis, but also how they're thinking about post-pandemic life.

Clients are advised to keep some of their savings in cash and focus on their long-term prospects.

To start, these clients are advised to start saving as early and contribute enough to their 401(k)s to qualify for their employer's matching contribution.

Banks are so caught up in the newest technology trends that they lose sight of the need to build a talented workforce and a purpose-driven organization.

Pre-retirees are encouraged to save aggressively and create a list of things they plan to spend their money on without remorse, an expert says.

"Since no one has a crystal ball to predict what will happen, I advise saving money on both sides of the tax fence," an expert says.

While there are strategies to help reduce risk, clients should recognize the order of investment returns is crucially important, an expert writes.

A recent study found American workers would face better retirement prospects if the federal government adopts certain public policy changes.