Through an agreement with Edelman Financial Engines, Principal Financial Group is offering personalized retirement advice and financial well-being guidance to select large employers on its record-keeping platform.
The relationship, which launched last month, will give participants in eligible plans access to an array of tools as well as personalized advice from an Edelman Financial Engines planner/adviser.
“Employers are continuing to search for solutions that help improve financial well-being for their workers and guide them in retirement planning,” Jerry Patterson, senior vice president for retirement income solutions at Principal, said in a statement.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
