The Financial Planning Association says it is making the improvements at a time when Americans need financial planning assistance more than ever before.
Tag: financial planning
With MyBlocks, investors work with an adviser.
Account aggregation is being offered to MoneyGuide users without an additional monthly subscription charge.
The firm will be available as a standalone solution to Alight’s benefits administration clients, according to a release.
This now brings Lincoln’s technology packages up to five.
The planning service will offer investment analytical platforms, tools and financial data to Orion users.
More than one-quarter of organizations have or are planning or considering increasing 401(k) contributions, Willis Towers Watson finds.