Wealth management

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.

Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.

This recently passed bill is groundbreaking retirement legislation and will substantially alter the landscape for employer-sponsored retirement plans and individual savers.

Virginia and Colorado are among the most-appealing locations for employees to spend their golden years in 2019, due in part to top scores in affordability, health-related factors and overall quality of life.

These are the most coveted non-insurance and retirement benefits, according to employees surveyed by Unum.

In emerging markets, women on boards were more likely than men to have financial expertise.

About 65% of the staff at Northern Rivers Family Service are burdened with education loans.

While seasoned employees won’t have to fill out the forms, all employees should be aware of how their tax situation may be affected.

“Tackling student debt is vital today if we hope to set employees up for long-term financial success,” says Scott Whatley, president of E-Trade.

Prudential offers solutions for employees struggling to reach their goals.

Employees are prioritizing debt repayment over other financial goals.