3 Financial Predictions to Help You Prepare for 2024
In the wake of the COVID years, fraught with furloughs, layoffs, and the Great Resignation, the job market and workforce have changed considerably. To keep up with the pace of change, HR leaders must stay abreast of emerging workforce trends. Here are 3 key predictions for 2024 that will help you prepare for the many needs of a dynamic workforce in the coming year.
3 Financial Predictions to Make Your Business Better in 2024
In a rapidly changing financial environment, advisors need to pay close attention to emerging trends that could impact their clients’ financial behaviors. Here are 3 predictions that may impact the financial landscape in 2024, so you can be prepared to help your clients save more, build your book of business, and increase your AUM.
Understanding the Wealth Gap: A Brief Exploration of Wealth and Race in the United States
The United States has some of the highest income and wealth inequality among developed countries. This article examines the racial wealth gap from a historical perspective, considers the implications of wealth inequality on the economy, and explains the necessary steps to begin closing the gap.
Participant Education: Do-It-Yourself or Outsource It?
This at-a-glance comparison chart highlights key ways that outsourcing participant education to SmartPath can save time, money, and resources. Download for a quick read, full of insights into how features like class variety, lead-generation technology, and automated communications can impact efficiency and engagement.
9 Unconventional Holiday Gifts for Your Employees
The holiday season can be hard work, especially when you're looking for a meaningful employee gift that goes beyond another piece of branded apparel or the latest tech gadget. Download this infographic for 9 creative year-end gift ideas to thank your workforce and demonstrate your appreciation.
Financial Education: Outsource It or Do-It-Yourself?
This detailed comparison chart takes a deep dive into the benefits of outsourced financial education and explores how this model can save time, money, and resources. Download for a more complete picture of how tailored class recommendations, lead-generation technology, and automated communications to participants can impact efficiency and engagement.
What makes SmartPath unique? We have the largest collection of live and on-demand personal finance classes in the field, with over 100 different classes to choose from. Our team of experts teaches complex concepts in a clear, down-to-earth way, that makes financial wellness accessible to everyone. Watch the video to learn more.
Four Secure 2.0 Provisions You Can Leverage That Your Colleagues Won’t
The Secure Act 2.0 is already in motion, with more provisions set to take effect in the years to come. This article highlights four key provisions that retirement plan advisors can leverage to differentiate their practice from the competition.