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.
Medicare scam, pandemic benefit theft, offshore tax evasion — federal prosecutors are casting a wide net.
Report finds that pension income acts as a financial lifeline for retirees facing late-life shocks and raises urgent questions about the DC-only future.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
