Browsing Tag
Digital Tools
33 posts
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
Voya Unveils Digital Platform Connecting Workplace Benefits, External Accounts
New “myVoyage” personalized financial-guidance experience provides access to 401ks, savings and personal accounts in one app
Prospecting Tool for 401k Advisors Designed to Add Scale, Efficiency
John Hancock Retirement launches new “prospect finder” tool for financial professionals to make finding and managing leads simpler
Envestnet Bulks Up Retirement Solutions with 401kplans.com Acquisition
As part of deal, 401kplans.com Founder Scott Buffington joining Envestnet as Head of Retirement Sales
Empower, Rockefeller launch ‘Simplified Retirement Program’
Partnership offering will streamline investment options, offer more personalization