Tag: retirement planning

The new feature will work alongside the ProcessComposer and Mix feature, and will be powered through the Salesforce platform.

Voya Financial says these new one-minute videos will combine an individual's "monthly income replacement goals, estimated monthly retirement income and possible shortfalls" to visualize their path towards retirement. 

The acquisition comes on the heels of the companies’ joint endeavor, the launch of RetireUp Pro.

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...

AndCo expands Pittsburgh office with three new consultants; Commonwealth adds Midwest Financial to team of advisers; Pensionmark reveals ProCourse as latest affiliate; and more.

A Lincoln Financial Group study found government employers want to see better technology, advanced plan designs and personalized service from providers. 

T. Rowe Price Names Senior DC Specialist; Vanguard Rotates Portfolio Managers; American Century Preps for Major ETF Business Launch; and more. 

Swerdlin & Company Integrates Stadion Storyline; Vanguard Offers First U.S. Actively Managed ETF Suite; and AAM Enters U.S. ETF Market with New Dividend Funds; and more.