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.
Vanguard will pay a $19.5 million penalty to settle charges with the Securities and Exchange Commission (SEC).
WisdomTree has grown from $30 billion to nearly $85 billion in U.S. assets by focusing on advisor-driven solutions rather than just launching products. The firm’s patient innovation approach includes floating-rate funds that became billion-dollar winners, gold strategies ranking #1 in Morningstar categories, and pioneering tokenization technology. Head of Distribution Joe Grogan explains how WisdomTree delivers comprehensive solutions that prioritize after-fee performance over low fees alone.