Capital Group Bolsters Employee Engagement Program to Better Reach Hispanic Participants
Enhanced ICanRetire, available to some Capital Group and American Funds participants, provides Spanish translations and culturally relevant content.
Some Silver Linings For Student Loan Borrowers
Despite the Supreme Court striking down the student loan debt relief program, there is some good news for debtors.
Custom Programs Can Reduce Black, Hispanic Employees’ Financial Stress
Targeted coaching for Black and Hispanic employee resource groups led to reduced financial stress for workers, according to Financial Finesse.
John Hancock Promotes Brooks Tingle to Replace Marianne Harrison as CEO
Harrison will retire after 20 years at investing, insurance and retirement firm, replaced by insurance head Tingle.
New Venture Seeks to Make FinTech Socially Responsible
Financial Finesse Ventures seeks to erase the trend of predatory practices and close the financial literacy gap.
Employees and Employers Show Disconnect on Workplace Benefits
Morgan Stanley at Work’s second annual study finds that employees value help.
Alight Announces New Benefits Marketplace
The offering can provide employees with access to more than 150 services and experiences.
Emergency Savings Features That Employees are Looking for
Workers earning low to moderate incomes are less likely to withdraw from their retirement account or take actions that jeopardize their financial futures.
Next-Level Options
Financial Wellness Insights From 2 Advisers
Panelists discuss the current state of financial wellness during the PLANADVISER Practice Progress webinar.
The ‘Why’ Behind OneDigital’s New Wealth Management Partnerships
In collaboration with firms including BlackRock and PIMCO, OneDigital plans to offer employees solutions and investment advice specific to their financial situation.
PLANADVISER Industry Leaders Awards 2022
Bank of America Launches New Lifestyle Spending Account Benefit Program
The goal of the new program is to allow plan sponsors to use savings incentives to promote healthy habits and overall employee wellbeing.
AIG Wellness Check Links Retirement to Personal Financial Goals
The interactive financial assessment can help individuals develop a personal plan for their financial goals, retirement among them.
eMoney Offers White-Labeling for Financial Wellness App, Incentive
The company says its new approach allows advisory firms to keep their own branding and provides targeted digital tools that help clients achieve financial goals and develop better financial habits.
Workers Look Past the Pandemic to Retirement
Many Americans are concerned about the impact that inflation will have on their retirement savings, but despite the general unrest in the workforce, people are growing more optimistic than they were two years ago.
Keith J. Gredys
Americans Focused on Financial Security and Planning
A New AIG Life & Retirement study shows respondents are focused on long-term financial planning, with many intending to seek help from a financial professional during 2022.
Joe DeNoyior
People More Open to Seeking Adviser Help With Overall Financial Wellness
Older generations are more frequently seeking help with cash and debt management.