Edelman Financial Engines has launched a workplace financial wellness platform that will provide information and support during major life events and milestones. These include significant family or health changes, a new job or a promotion and decisions around saving for college and retirement, the company said in a press release.
The platform, called Momentum by Edelman Financial Engines, will be available to participants in the retirement plan programs managed by the firm.
The platform features a library of digital content, webinars and educational tools and assessments. Employees also have unlimited access to live, one-on-one counseling and planning sessions with credentialed advisers.
Edelman said its Retirement Readiness retirement advice and management service will continue to remain available as a standalone offering, while the availability of the full suite of its new service will vary.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
