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Wednesday, November 23rd, 2022
A biweekly topical newsletter from PLANADVISER
Financial Wellness
Participants have many financial needs—meeting everyday expenses, paying off debt, saving for emergencies, paying for health care and saving for retirement—but there’s only so much money to go around. How do participants decide where to allocate their income while balancing short-term and long-term priorities? As explored in the following collection of articles, a well-crafted financial wellness program may be the answer.
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PRACTICE MANAGEMENT
AARP Finds Major Gap Between Retirement Goals and Preparedness
A new AARP study finds there is still a wide gap between the importance people put on retirement planning and their sense of preparedness. 
PRACTICE MANAGEMENT
Recordkeepers Help Advisers Get Personal
How recordkeepers partner with advisers on managed accounts, retirement income and financial wellness.
PRODUCTS
Envestnet Data & Analytics Plans to Enhance Access to Financial Data, Improve Financial Wellness
Envestnet seeks to make it easier for customers to connect, grow, protect and manage the financial wellness of their business all in one place.
PRACTICE MANAGEMENT
Full-Service Retirement Advisers Are Engaging in Busy Open Enrollment Season – With a Light Touch
Retirement advisories at companies also providing HR benefit, wealth management, and financial wellness are talking saving during this period of high inflation and market volatility, but with care not to overwhelm participants.
PRODUCTS
Hub FinPath Solution Seeks to Boost Employee Resilience
The new financial wellness solution aims to help employers round out the benefits programs they use to attract, retain and engage workers.
PRODUCTS
Advice Demand Buoys Optimism About Managed Account Growth
Survey data from Edelman Financial Engines suggest that, among those who spoke with a financial professional during a significant life event, virtually all of them found the interaction to be ‘highly valuable.’
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