Browsing Tag
401(k) Technology
295 posts
Over 80% of Gen Zers and Millennials Seek Financial Advice
intelliflo findings show younger generations want better financial advice, but have not sought out guidance
Cannon Jumps into Digital Assets with New On-Demand Course
The virtual course targets financial professionals, and will include insights, basic comprehension, and fluent discussion on blockchain technology and digital assets
Social Security Administration Latest to Launch a Podcast
'SSA Talks' first premiered on May 26, and featured leaders from the Social Security Administration who discussed the agency's hiring process and goals
Vestwell Partners with Gusto on 360-Degree API-Based Integration
New deal will support both 401(k) plans and state auto-IRA programs
Vestwell Announces J.P. Morgan Partnership Among New Collaborations
The digital 401(k) recordkeeper will work on growing J.P. Morgan’s recordkeeping side and help with Chase’s small business 401(k) platform
Investors Bullish on AI as a Tool for Advisors
Morgan Stanley Wealth Management Pulse Survey reveals finds more than 7 in 10 investors believe artificial intelligence is a game-changer
Corporate Roundup: Generations Retirement Group Opens Mass. Location; Milliman Moves
Capping off the month, Generations Retirement Group rolls out a new location in Westborough, Massachusetts, Transamerica and Smart…
Envestnet Elevate Summit 2023: Succession Planning in Advisory Firms
Panelists discussed how advisory firms could implement new technologies and inclusivity when thinking about succession planning
Envestnet Event Showcases How Advisors Can Harness Tech to Elevate Client Experience
Two-day summit in Denver draws thousands of financial professionals and retirement industry leaders
Self-Directed Investors Don’t Understand Digital Advice: J.D. Power
While Gen Z and Millennial investors report interest in robo-advice, just 22% of do-it-yourself investors say they understand the technology