With the right tech stack, advisers can aggregate data from multiple feeds and flawlessly blend risk and financial planning programs into their platform, quickly digesting a detailed view of assets to manage client portfolios. They can communicate through a range ...

Record keepers expressed excitement and concern about the future of the defined-contribution industry at the third annual InvestmentNews RPA Convergence Record Keeper Roundtable and Think Tank. which included the leading providers and supporting sponsors most interested in collaborating with retirement ...

OneDigital, an Overland Park, Kansas-based insurance and financial services firm, has launched a program aimed at small businesses that combines a defined-contribution plan offering with a financial wellness program. Joining other providers that have entered the small-plan market in the ...

It’s amazing how the focus on defined-contribution participants came to dominate the conversation and focus of industry professionals almost overnight. Everyone wants to help people solve their financial and benefit issues at work, but providers and advisers must figure out ...

For the first time in over a year, more than two-thirds of businesses taking part in a survey reported improved financials, more hiring and a readiness to bounce back when the pandemic allows. As they do so, a greater portion ...

The Covid-19 pandemic has taken a toll on employers, with financial stress costing the nation’s employers an estimated $4.7 billion a week, according to a survey by BrightPlan, a financial wellness adviser to retirement plans. The survey of 1,500 knowledge ...

OneDigital, an Atlanta-based insurance broker, and Ascensus, a Dresher, Pennsylvania-based record keeper, have created a wealth management and wellness package for small retirement plans. Called the OneDigital Complete Retirement Solution, the package gives employees access to personalized investment strategies and ...