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.
The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.
Employee accounts, crypto trials and job cuts frame a pivotal year for the Swiss lender.
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
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
