05.28.25

Financial Advisor Access Is Important to Employees

by: Steve Randall

According to Morgan Stanley at Work research, seven in 10 HR professionals feel that access to a financial advisor for retirement planning guidance can inform employee decisions of where to work. With demand for retirement planning advice growing, advisor access is cited as the most valued type of assistance, with goals-based retirement investment planning and retirement income solutions completing the top three. “In the face of economic uncertainty, it is clear that comprehensive retirement benefits are essential for individual financial security, while also serving as a critical lever to retain top talent,” said Jeremy France, head of institutional consulting solutions at Morgan Stanley. “Our findings emphasize that modern workplace retirement plans go beyond simply offering a 401(k) and match; they now integrate ongoing financial advisory, investment planning and income solutions."

Read the full article on InvestmentNews