Panelists discuss the current state of financial wellness during the PLANADVISER Practice Progress webinar.
In collaboration with firms including BlackRock and PIMCO, OneDigital plans to offer employees solutions and investment advice specific to their financial situation.
The goal of the new program is to allow plan sponsors to use savings incentives to promote healthy habits and overall employee wellbeing.
The interactive financial assessment can help individuals develop a personal plan for their financial goals, retirement among them.
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.
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.
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.
Older generations are more frequently seeking help with cash and debt management.