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.
Meanwhile, Raymond James snags Edward Jones advisor in Arizona.
New Morgan Stanley research shows retirement planning is a key area where advice is required.
ASA reacts as regulator drops no-deny policy, freeing firms and individuals to publicly dispute allegations after reaching settlements.
Joel Frank allegedly sold more than $39 million worth of investments in the Equilus Funds to more than 90 investors.
The Charity Parity Act would eliminate a costly IRA rollover requirement that blocks direct charitable transfers from workplace retirement plans.
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
