Ascensus Unveils AI-Driven Personalized Financial Wellness
The new offering is available through a partnership with Financial Finesse.
Tag: Financial Wellness
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Not Just Retirement Services
Many modern advisers have moved into health, wealth and other benefits.
Practice Management
Data & Research
Products
Deals & People
15th Anniversary of RPAY: Francis Investment Counsel
The practice remains as dedicated to providing top-notch retirement plan services as when it won the 2018 PLANSPONSOR Large Team Retirement Plan Adviser of the Year award.
Employers Returning to Pre-Pandemic Benefit Goals
Many are refocusing on financial wellness programs and retirement income options.
Franklin Templeton, iGrad Partner on Financial Wellness Digital Platform
It will analyze each user’s ‘financial personality’ and provide education courses.
AssetMark Says Voyant Acquisition Will Advance Its Financial Wellness Offerings
The firm says the move provides enhanced benefits for advisers and their clients.
Client Service
15th Anniversary of RPAY: Greenspring Advisors
The practice believes that since so many advisory firms are acquired by aggregators, the personal attention it offers clients will come to be viewed as a precious commodity.
Client Service
15th Anniversary of RPAY: Atlanta Retirement Partners
While aggregators keep expanding, Atlanta Retirement Partners continues to enjoy being a specialty practice.
Client Service
Products
15th Anniversary of RPAY: Jania Stout
In the past few years, her practice has grown its assets by nearly $1 billion a year.
Ascensus Launches 529 Savings App
The firm says the app features a design driven by behavioral science and that it provides customized user experiences to drive better savings outcomes.
Client Service
15th Anniversary of RPAY: Chepenik Financial Services
Jason Chepenik says advisers need to continue to have the courage to try new ideas.
Client Service
15th Anniversary of RPAY: Bukaty Companies Financial Services
Since winning the 2019 PLANSPONSOR Retirement Plan Adviser Mega Team of the Year award, Bukaty Companies Financial Services was acquired by employee benefits giant OneDigital, greatly expanding the services it can now offer clients.
Client Service
15th Anniversary of RPAY: Josh Ulmer
His practice has a nine-step strategy for how retirement plan advisers can improve the health of defined contribution plans and the retirement outlook for participants.
Client Service
15th Anniversary of RPAY: Capital Strategies Investment Group
The practice’s leaders say all decisions made for a plan must improve participants’ retirement readiness, which they describe as a top priority.
Client Service
15th Anniversary of RPAY: Heffernan Financial Services
Despite the lack of in-person communication in 2020, the practice has gained a fair amount of new business by disseminating promotional videos.
Client Service
Deals & People
Deals & People
Client Service
15th Anniversary of RPAY: Cammack Retirement Group
The firm has seen its assets nearly double in only a few years, which senior partner Mike Volo says is a testament to the group’s quality team.
Compass Financial Partners Acquired by Marsh & McLennan Agency
Compass Financial is the latest firm recognized in the PLANADVISER Top 100 listing to be acquired by a large, diversified financial services entity.
Aquiline Capital Partners Takes Majority PE Stake in SageView
SageView’s newly announced private equity backing underscores the same pressures and opportunities that have been reshaping the retirement plan adviser industry for years.
Practice Lessons Learned From the Pandemic
Virtual meetings and more personalized financial wellness programs are expected to continue.
Client Service
15th Anniversary of RPAY: Rita Fiumara
Rita Fiumara of UBS Financial Services Inc. is an early entrant into the retirement plan industry, having worked in the business since 1997.