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 401(k) Advisors More Focused on Client-Facing Activities
Learn strategies for 401(k) advisors to enhance client-facing time with insights on technology and data-sharing from the Excel 401(k) conference.
Data Dump—401(k) Plan Participants Stay the Saving Course
The Investment Company Institute is out with its latest roundup of retirement saving behavior, and things are looking…
401(k) 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…