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.
FINRA's proposed rule filing would create a new 10-day fraud delay and nearly triple the maximum hold period for exploited senior investors
Fueled by a recent shot in the arm from private equity firm Carlyle, MAI adds a $490 million Atlanta RIA as it keeps building out its national footprint.
“Todd Burkhalter organized what is likely the largest Ponzi scheme in Georgia history,” said one FBI official.
With experience from Goldman Sachs and TD Ameritrade, the RIA's newest SVP hire adds to a recent wave of executive departures from hybrid Osaic.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
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
