Financial wellness

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

While many workers don’t have access to pension plans, annuities can provide a source of guaranteed retirement income and address longevity risks.

The wirehouse's investment bank is hoping the tool will give employees the resources they need to be smarter with money.

“If retention is an important factor for an employer, financial wellness is quite worth the investment,” one benefits consultant says.

When the going gets stressful, the stressed can go AWOL, leaving the advisor in limbo.

The number of health savings accounts has topped 25 million, and employer contributions also have increased after several years of decline.

New survey reveals low savings rates and poor financial literacy on retirement planning, but advisors can help.