Adviser Product Partnerships
Schwab partners with Envestnet for cloud-based billing solution; AICPA and CIMA launch ESG fundamentals program for accountants; ShareBuilder 401k Waives...
Tag: financial education
An Early Start to Financial Education
A new poll shows that there is growing support for financial education that begins at an early age, and suggests...
Most Individuals Not Considering Social Security’s Part in Retirement Income
Study findings suggest that communicating about Social Security’s online portal could improve retirement preparedness, especially for low-income employees.
Experts Anticipate Upcoming Financial Education With a New Administration
President-elect Joe Biden’s win renews hope for financial wellness strategies in the future, and such changes could come with possible...
New Voya Video Platform Offers 24/7 Access to Financial Education
The new tool comes at a time where more American workers are looking to technology as a resource for financial information and guidance.
Data Points
Resolved: Promote Financial Ed
Educating on saving and budgeting next year could fulfill an employee desire
Young Women More Financially Driven Than Young Men
They are driven to reach financial independence but fall behind when it comes to saving and investing, Schwab found in a survey.
Fidelity Offers Personalized Financial Wellness
The solution uses new digital technology to help employees assess their individual financial wellness needs.
Merrill Lynch Personalizes Education, Mobile Apps for Participants
The aim is to meet employees’ growing calls for personalized and holistic financial wellness guidance.
Most Americans Identify Themselves as Savers
Financial wellness programs can leverage employees' financial personalities to decide their approach to financial wellness programs, PwC says.
Trendspotting
Increased Financial Education Demand
Employers say debt and saving for retirement are workers’ top worries
Employers Report an Increased Demand for Financial Education Among Employees
Employers say debt, saving for retirement, paying for their children’s education expenses and covering basic living expenses are top worries of employees, and 63% of employers surveyed currently...
More Than Half of Workers Worry About Their Financial Future
To help allay their fears, MetLife has issued the first of four white papers on financial wellness.
Financial Wellness Programs That Follow Up Are the Most Effective
It also helps to offer financial education continuously, according to the Pension Research Center at The Wharton School at the University of Pennsylvania.
Participants Need More Than Savings Plan for Retirement Success
Workers surveyed said help with student loan debt and more financial education would help them achieve their financial goals.
Campaign Waged to Raise Awareness of Retirement Savings
The Bipartisan Policy Center and Ric Edelman announce the launch of “Funding Our Future: A Campaign for America’s Retirement Security.”
Employers Should Shift Perception of Managed Accounts
Research from Cerulli Associates finds plan sponsors must position managed accounts as a service, in order to change its costly product reputation.
Retirement Industry People Moves
T. Rowe Price brings in new head of CEDT Innovation Center; Kestra Financial adds specialists to adviser platform; USI Consulting hires assistant vice president of retirement services; and...