Edelman Financial Engines has launched a workplace financial wellness platform that will provide information and support during major life events and milestones. These include significant family or health changes, a new job or a promotion and decisions around saving for college and retirement, the company said in a press release.
The platform, called Momentum by Edelman Financial Engines, will be available to participants in the retirement plan programs managed by the firm.
The platform features a library of digital content, webinars and educational tools and assessments. Employees also have unlimited access to live, one-on-one counseling and planning sessions with credentialed advisers.
Edelman said its Retirement Readiness retirement advice and management service will continue to remain available as a standalone offering, while the availability of the full suite of its new service will vary.
The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.
Employee accounts, crypto trials and job cuts frame a pivotal year for the Swiss lender.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.