Despite numerous public discussions and debates about the preferences, attitudes and habits of Generation Y (Gen Y, or Millennials), they remain enigmatic for many marketers and businesses. This means that they represent an essential client-pool for financial advisors and a vital target for the future. Read this white paper to find out just how much of an impact the Millennials will have on economic growth and what their perspective is on financial services, savings goals, retirement planning and investment products
The retirement plans industry is relationship-based, with a significant portion of work continuing after a plan is sold. Recent industry changes may add to the complex nature of advisor and plan sponsor responsibilities. These elements demonstrate the importance of reliable partners to simplify each step of the journey.
If you are a 401(k) plan advisor or are considering becoming one, Nationwide® has compiled a list of best practices to help you manage your responsibilities. This white paper will help to guide the conversation with current and prospective plan sponsors, delving into topics such as fiduciary education, benchmarking assistance and investment policy statement assistance.
Advisory firms rethinking their approach to consumer-centric digital solutions will want to gravitate toward highly-engaging tools that meet the demands of different client segments. A successful transition includes eight steps that comprise a path toward embracing digital.