Retirement planning is just the beginning. Take the next step and help businesses get their employees financially fit. Employers are concerned about improving employees’ overall financial welfare, yet many aren’t sure what they can do. This white paper discusses the advantages of financial wellness programs, along with practical guidance on how you can become your client’s most effective resource.
Research in collaboration with SS&C Advent found that financial advisory firms that invest strategically in technology, and make the most use of it, tend to outperform other firms significantly on a number of financial and productivity measures. This document explores how technology is transforming the client experience for investors and how firms are positioning themselves to capitalize on this trend.
Millennials think and act differently about money and investing than their parents’ generations. In fact, they invest much like their grandparents—cautious, conservative, and over-allocating their portfolios to cash. Millennials also pose a burden for their Baby Boomer and Generation X parents, who fear their children will never find financial independence. But advisors can play a role in helping Millennials and their parents put their families’ financial futures on firmer ground. In this white paper from Nationwide, learn how changing Millennials’ beliefs and behaviors about investing can help them become more comfortable with risk and seek the returns required to find their own path to financial independence.