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FUSE: Advisors Are Converting DC Plan Participants into Wealth Clients
Yahoo Finance· 2026-02-18 19:40
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Financial advisors are increasingly able to convert defined contribution (DC) plan participants they counsel into wealth clients, according to a new report from the FUSE Research Network. The trend is more prevalent among advisors managing over $500 million in assets, but advisors with lower AUMs are making inroads as well. According to FUSE’s online survey of over 500 financial advisors ...
More bosses want to help staff with their finances, report says, but are they doing enough? How to advocate for yourself
Yahoo Finance· 2026-02-11 17:00
As inflation and a high cost of living continue to impact many Americans, employers are paying more attention to the financial stress of their employees. According to a CNBC report citing a survey by the Employee Benefit Research Institute (EBRI), employers are more concerned about their employees’ financial well-being (1). While in 2019 only 22% of employers said that their concern was at 9 or 10 on a scale of 1 to 10, in 2025, 48% rated their concern at 9 or 10. That’s also up from 2024, when 43% said t ...