Lincoln Financial is adding a marketplace feature to its financial wellness program for participants in its plans that will connect individuals with partner companies that offer solutions to help improve financial wellness.
The first service to be offered, from Candidly, a student debt management platform, will help employees and their families tackle student loan debt and savings, Lincoln said in a release.
The platform offers users options to plan, borrow, repay and reassess their debt, and provides support and assistance with federal student loan forgiveness programs and applications.
Other services are expected to be added in 2023.
Orion adds new model portfolios and SMAs under expanded JPMorgan tie-up, while eMoney boosts its planning software capabilities.
National survey of workers exposes widespread retirement planning challenges for Gen Z, Millennials, Gen X, and Boomers.
While the choice for advisors to "die at their desks" might been wise once upon a time, higher acquisition multiples and innovations in deal structures have created more immediate M&A opportunities.
A father-son pair has joined the firm's independent arm in Utah, while a quartet of planning advisors strengthen its employee channel in Louisiana.
Mayer Brown, GWG's law firm, agreed to pay $30 million to resolve conflict of interest claims.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
