Wealth management

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

“We believe every single employee of a company should have access to advice,” says Stephen Ulian, head of institutional distribution at Bank of America.

It’s not what you make. It’s what you keep.

"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.

The takeaway for other firms: Be explicit, clear and public about seeking women employees and creating a safe workplace for them.

Best-in-class IT management and cybersecurity protection means RIAs must also focus on their base layer — the tech stack.

GumGum employees are on track to pay off their student loans 27% faster than without the benefit.

“The advice I give is to calculate the financial impact for each option,” an expert says.

This rise of the so-called grey divorce has created a number of uncommon and complex issues for retirement accounts.

It is important for entrepreneurs to have an exit strategy and to take control of their debt.

The accounts will be managed through Wealthscape, allowing advisers access to their client’s finances to help manage rising healthcare costs.

Wellness- and student loan-focused offerings are just two of this year's innovative perks that will gain speed in the new year, our prognosticators say.

Making savings automatic and quantifiable can streamline the process of getting employees involved in saving for retirement and other financial goals.

Offering student loan management resources provides employees with access to experts who can help them navigate a complicated landscape.

Financially stressed workers hurt companies through higher healthcare costs and lost productivity. Programs to help them are not just an option for employers, but a business imperative.

Financially stressed workers hurt companies through higher healthcare costs and lost productivity. Programs to help them are not just an option for clients, but a business imperative.

Deciding against auto-enrolling employees in retirement plans is a big miss benefit managers keep making.

Deciding against auto-enrolling employees in retirement plans is a big miss benefit managers keep making.

“If you just start talking about retirement savings, that can feel out of reach for a lot of people,” says CEO Leigh Phillips.

The definition of employee wellness is expanding to include student loan debt relief, EAPs and retirement benefits, experts say.