Browsing Tag
Data
6 posts
Why Qualitative Participant Data Means so Much More: Wealth@wor(k) 2021
'While it’s altruistic to want to do a financial plan for every participant, it’s not sustainable'
Who ‘Owns’ the Participant and How are They Monetized? Wealth@work 2021
'I challenge you to do this with your own book of business'
New Savings Data Suggests ‘Positive Signs’ of Recovery
Ascensus is out with hard data about three specific areas at the beginning and (now) recovery of the…
How to Get 401k Advisors More Focused on Client-Facing Activities
And where are we in the ‘democratization’ of participant data? The video titled “How to Get 401k…
Data Dump—401k Plan Participants Stay the Saving Course
The Investment Company Institute is out with its latest roundup of retirement saving behavior, and things are looking…
401k Advisors: Data, Disruption and (Avoiding) Age Discrimination
“Last year, I stood here and said you can either disrupt or be disrupted, and that has never…