Plan sponsors that focus on health and wealth are often more likely to implement other benefits that they would not have been considered before, including life insurance, supplemental health benefits, and executive and retiree medical and retirement benefits, Caldwell added.
After 15 years of U.S. dominance, most advisors find themselves structurally underweight international equities—and the 2025 MSCI EAFE Index breakout made that gap hard to ignore. WisdomTree’s Jeff Weniger breaks down where the opportunity sits now: Japan’s governance revolution, the underappreciated advantage of currency hedging, and why owning broad international funds may not be enough to capture what matters most in today’s shifting global order.
Merrill and Bank of America Private Bank introduce an AI-powered meeting solution to transform the advisor-client experience.