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.
The 100-year-old firm that pioneered mutual funds is now making waves in the ETF space. MFS Investment Management launched its first five actively managed ETFs in December 2024, followed by its sixth fund—the MFS® Active Mid Cap ETF (MMID)—in September 2025. With approximately $750 million in assets and more funds on the way, MFS is bringing decades of research experience to modern investment vehicles. From value to mid cap to international strategies, discover how this storied asset manager is reimagining active management for today's advisors while staying true to its fundamental, long-term investment philosophy.
For wealth advisors and RIAs navigating an environment of record-breaking equity prices, Citi’s latest market research offers a clear message.