AI Is Reshaping Financial Wellness, but Can It Improve Retirement Savings?
Generative AI is already impacting financial wellness tools, but in coming years, it’s likely to have a greater role in...
Tag: Financial Wellness
Pontera Adds RIA Summit Financial to 401(k) Management Platform
Another financial investment advisory can now bring clients’ “held-away” retirement saving accounts under management.
The PLANADVISER Interview: David Musto, Chair and CEO, Ascensus
The head of Ascensus discusses the importance of partnering with advisers to foster innovation in the retirement plan space.
Advisers Can Leverage Plan Sponsor Openness to Plan, Investment Changes, Research Finds
Plan sponsor interest in areas such as reenrollment, in-plan retirement income, and financial wellness programs have grown, finds JP Morgan...
New Fiducient Advisors CEO Sees Financial Wellness as Key Focus Area
Sabrina Bailey says she is going back to ‘true roots’ of shaping investing and retirement outcomes for end clients.
Carson Group Starts Beta Testing for New Financial Wellness Program
The wealth manager plans to join other big RIAs in serving participants with its own financial wellness program, according to...
Capital Group Partners With Financial Finesse to Reach Large Plan Sponsor Market
An initial program targeting the midsize plan sponsor market saw 38% participant engagement.
T. Rowe Price Champions Co-Branding With Adviser Firms
T. Rowe's head of core market segments says co-branding on financial wellness and advice can increase lead generation.
Mariner Announces Financial Wellness Platform Following Spring Acquisition
The wealth manager will now provide employers with a wellness platform that connects back to their wealth adviser services.
Smart Acquires Managed Account Provider ProManage
Following Smart’s recent $95 million Series E funding round, the acquisition takes Smart’s global assets under management total to more...
Schwab Sees Record Attendance in Participant 401(k) Sessions
Participants are favoring virtual sessions, and 18% boost their 401(k) contribution rate after 1:1 engagements.
In-Person Client Meetings Return as Pandemic Dims, Volatility Remains
A recent survey shows that advisers are doing more in-person meetings amid overall increased client touchpoints.
A Three-Step Plan for Employers to Encourage Financial Wellness
For April’s National Financial Capability Month, the head of retirement services at Corebridge Financial suggests understanding, engaging and taking action...
MetLife, Savi Launch Student Debt Management App for Public Sector Workers
Participants can use MetLife’s financial wellness platform to gauge eligibility for student loan forgiveness programs.
Viewpoint
Expanding the Adviser Remit
Sponsors and recordkeepers pursue inclusive financial wellness.
Nuts and bolts
Financial Wellness Differentiators
Financial wellness is the latest frontier of participant education. According to the 2023 PLANSPONSOR Industry Benchmarking report, 77% of plan...
Voya Launches Advisory Services Solution
The new program includes online investment advice, as well as managed accounts.
Managed Accounts vs. TDFs: Is the MA Cost to Participants Worth It?
Advisers discuss the values of MAs vs. TDFs as Principal launches a dynamic QDIA that defaults participants into managed accounts.
Why 401(k) Advising Alone Isn’t Enough
Retirement plan advisers must speak to a plan sponsor’s full employee experience to compete in the current marketplace, according to...
The Financial Wellness Side of SECURE 2.0
Experts at a PLANADVISER webinar discuss how SECURE can push forward more than just retirement savings.