Tag: Wealth Management

PensionsFirst Broadens Focus to Become RiskFirst

Financial technology provider RiskFirst, formerly PensionsFirst, has expanded the focus of its pension risk analytics software for wider application in multi-asset portfolio management and compliance settings.

Merrill Lynch Unveils Holistic Wellness Program

A new financial wellness program from Merrill Lynch helps clients assemble and compare competing financial concerns while also shaping an individualized, goal-oriented path towards a better retirement.

OMYEN Upgrades Social Security Tool

Financial planning technology provider OMYEN Corp. recently upgraded its Social Security Maximizer software and will provide free training on maximizing benefit payments from the federal program.

Physicians Need a Financial Check-Up

Even with stronger earnings and savings rates than the general working population, an analysis from Fidelity Investments shows many physicians face the prospect of steeply reduced income in retirement.

Focus Financial Partners Adds Advisers

Christopher Englebert and Daniel Reitz have joined Beirne Wealth Consulting (BWC), a Milford, Connecticut-based consulting firm and member of Focus Financial Partners LLC’s independent wealth management network.