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    QBI Blog

Financial meeting discussion

Financial Wellness Factors

The “Financial Finesse Year in Review: 2015” concluded that employees who have live interactions – either voice or physical – with a financial adviser “experience a higher degree of positive behavioral change toward financial wellness”.

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two advisers speaking

Advisor’s Plan Review Frequency Insufficient

Greenwald & Associates recently conducted research with 565 employers that have retirement plans with MassMutual Retirement Services. The findings indicate that 57% of plan sponsors would like their advisors to conduct semiannual, or more frequent reviews, but only 44% do this. Sponsors also would like to see more focus placed on what they consider important.

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