Browsing Tag
Capital Group
32 posts
Capital Group, KKR Expand Partnership, CFP Board Releases Exam Results
Plus, news from 401GO, Morningstar, Lincoln Financial, and more
Millennial Small Biz Owners More Open to Offering Retirement Plans than Gen X
Capital Group research reveals generational divide when it comes to readiness to start a plan
LeafHouse, Capital Group Team Up for Customized TDF Solution
“Target Date Plus powered by LeafHouse” a data-driven personalization service designed to improve retirement outcomes for working Americans
Capital Group Enhances SMB Retirement Plan Service Capabilities
New advances to RecordkeeperDirect platform underscore firm's focus on helping advisors win small- to mid-size retirement plan business
As Women Inherit Wealth, Advisors Must Rethink Their Approach
Firms should reexamine their approach to engaging clients, says Capital Group
Boost participant outcomes to help grow your AUM with ICanRetire
Now you can build your practice more efficiently
Capital Group, KKR Launch Public-Private Investment Solutions
The funds will offer public-private markets exposure and risk to investors wanted to expand into private markets
Target Date Plus Added as QDIA Option for Voya Retirement Plans
Personalized TDF service incorporates key recordkeeper data points
Ascensus, Capital Group Team Up for Pooled Employer Plan Launching Q1 2024
New investment solution focused on creating a unique portfolio to match a participant’s financial needs more closely than a traditional TDF allocation determined only by age
Providing Financial Guidance During and After Hispanic Heritage Month
Hispanic and Latino communities face disproportionate impacts to their retirement and financial savings - here's how to help