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.
While industry statistics pointing to a succession crisis can cause alarm, advisor-owners should be free to consider a middle path between staying solo and catching the surging wave of M&A.
New joint research by T. Rowe Price, MIT, and Stanford University finds more diverse asset allocations among older participants.
With its asset pipeline bursting past $13 billion, Farther is looking to build more momentum with three new managing directors.
A Department of Labor proposal to scrap a regulatory provision under ERISA could create uncertainty for fiduciaries, the trade association argues.
"We continue to feel confident about our ability to capture 90%," LPL CEO Rich Steinmeier told analysts during the firm's 2nd quarter earnings call.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
