Browsing Tag
digital tools
25 posts
Blue Owl Launches Digital Platform Aimed at Engaging Advisors and Clients
Blue Owl Capital says its platform aims to educate clients on implementing alternative investments in the private wealth market
Retirement Plans Still Lag in Digital Experience: J.D. Power
Plus, the top rankings of retirement planning firms with the highest plan digital satisfaction
Streamlined Digital Experience Launched for Financial Benefits Participants
Morgan Stanley at Work’s new public-facing website offers benefits participants intuitive navigation, educational content and access to support and financial guidance
Empower Preps New Digital Tool for Small Employer 401(k) Setup
Set to launch mid-2024, “Ready Select” is specifically designed for small and start-up plans with up to $1 million in assets
Self-Directed Accounts Becoming Gateway to Lucrative Investor Relationships
J.D. Power ranks top wealth management firms for digital experience among self-directed and full-service investors
‘MPI Stylus Web’ Debuts as 401(k) Analytics, Reporting Tool for Advisors
Plan analysis, monitoring and reporting tool intended to increase retirement plan advisor capabilities and competitiveness
Public Pension Fund Returns Fell in 2022
While public pension fund returns dropped by 3%, the average funded level increased to 77.8%, finds NCPERS
Young Investors Much Prefer Apps Over Websites: J.D. Power
New research finds apps essential to attract and retain younger investors; J.P. Morgan Wealth Management ranks highest in wealth management digital experience satisfaction
Sequoia, Origin Partner on Financial Wellness Platform
Strategic partnership combining Sequoia's total people investment offering with Origin's financial wellness platform to bring “world-class financial management and guidance” to its clients and their employees
Participants Not Satisfied with Retirement Plan Digital Experience: J.D. Power
Bank of America and Charles Schwab tie for highest rank in digital participant satisfaction