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From rising healthcare costs to growing demand for personalization and wellbeing, employers must evolve to attract, retain, and engage talent. With this Outlook, use the key insights to prepare your organizations to deliver cost-effective and attractive benefits. And learn how integrating retirement and financial wellness strategies can help employees—and your business—thrive. Despite the unsettling economic environment, organizations that leverage smart strategies and technology will keep their benefits programs vital, resilient, and effective.

Adapting to the new phase of life after the sale and exit of a business can be trickier than business owners are expecting—not anticipating the less-tangible challenges that can include the struggle with a lost sense of identity and even being unsure of how to introduce themselves after the exit. That’s why it’s important, well in advance of a liquidity event, to think about new outlets for time and energy.

In most states when a child turns 18, he or she is legally recognized as an adult. And without having certain legal documents in place such as a durable power of attorney for healthcare, parents may lose their ability to fully support and care for their college-age children in the event of a medical emergency or other circumstances. By knowing which documents should be executed, parents and their adult children can avoid the restrictions of various privacy laws that can prevent timely care.

It’s not easy to plan for the unexpected while also caring for your family and taking care of yourself. In this episode of Invested: Advancing Women in Work and Wealth, meet Samantha Russell, Chief Evangelist at FMG, and Linda Grant-Smith, Wealth Strategist at Baird, about their personal and professional experiences with caregiving. Both share their individual stories and share their advice on how women can prepare for a range of caregiving roles and family life stages, including prenuptials, parenting and childcare, and end-of-life planning.

Join renowned neuroscientist and author Lisa Genova, and William Blair’s head of Private Wealth Management, Ryan DeVore, as they explore preventative steps people can take to maintain brain health and navigate the challenges of Alzheimer’s and Dementia.

Affordability, vitality, resiliency, and employee wellbeing are the key areas of focus when it comes to employee benefits in 2025. With this outlook, see how organizations will embrace innovative strategies as the cost of healthcare benefits—driven largely by skyrocketing pharmaceutical prices—will continue to pressure employers who are committed to maintaining these and other benefits. In addition, employers are enhancing benefits to improve mental health and employee wellbeing.

The top-line findings in this Report may sound familiar. Costly cancer claims. Widespread cardiovascular and metabolic health concerns. Unmet mental health and wellness needs and medical trend pushing up costs. But behind these enduring issues, a lot is changing and how employers and insurers must respond to these well-acknowledged themes. The trends outlined in this Report will help employers deepen dialogue with their advisors and insurers.

In a work environment where employees increasingly say they are burned out, this survey of 1,500 respondents shows that the most successful employers will be the ones who support their employees to alleviate the stressors consuming today’s workforce and challenging leaders. While the increase in burnout was a major finding, the survey also revealed other insights and notable findings that include the impact and importance of benefits and pay as the top two reasons to join a company and stay.