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.
The group led by a 37-year industry veteran brings $470 million in assets to the Philadelphia-based broker dealer.
The Atlanta, Georgia-based national wealth firm revealed its new PE partner as prior backers Wealth Partners Capital Group and HGGC’s Aspire Holdings exited their investments.
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The St. Louis-based real estate investment firm gives the asset management giant a valuable access point to the roughly $1 trillion net lease market.
Eliseo Prisno, a former Merrill advisor, allegedly collected unapproved fees from Filipino clients by secretly accessing their accounts at two separate brokerages.
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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.