Browsing Tag
digital tools
26 posts
How to ‘Excel’ at Digital Client Meetings: Excel 401(k) 2020 Digital Series
How have top 401k advisors adapted to the COVID environment of digital client meetings in place of in-person,…
Empower Acquiring Personal Capital in Bid to Boost 401k Participant Financial Wellness
Empower Retirement and Personal Capital, a digital-first registered investment adviser and wealth manager, today announced that they have…
New Digital Tool Helps 401k Participants Project Retirement Outcomes
A new tool will help individuals in retirement plans project their own retirement readiness and model different steps…
Design More Tomorrow: How Digital Look, Feel Affects 401k Savings
Behavioral economist Shlomo Benartzi has done some pretty amazing things in the study of retirement savings and in…
Employees Are Asking for Tech Tools to Improve Retirement Outlook
Nearly all Americans accept personal responsibility for funding their retirement, yet less than a third have taken any…
Riskalyze Continues Quest for World Domination
Fast-growing Riskalyze is quickly losing its upstart status. On the heels of recent deals with CLS Investments and…