Fidelity Investments has introduced a tool to help assess the specific benefits that employees want and need most in an attempt to help employers in their efforts to create a more inclusive benefits program.
Called the Fidelity benefits equity scorecard, the tool helps companies identify workers with varying needs, such as those supporting their extended families, those with a child with special health care needs or those who are military veterans with unique needs.
“The Benefits Equity assessment and scorecard provide employers with the insight they need to help their benefits become more equitable,” Ranjan Dutta, the firm’s senior vice president of workplace consulting, said in a statement.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
