Browsing Tag
IRALOGIX
10 posts
Corporate Roundup: Morningstar Names CFO, Ellevest CEO Steps Down
The latest news from Morningstar, Ellevest, IRALOGIX, and more
December 12, 2024
Only 1 in 4 Using Systematic Approach to 401(k) Decumulation
New study from IRALOGIX examines challenges of managing withdrawals; finds half of participants get little to no guidance from 401(k) providers
December 4, 2024
Corporate Roundup: T. Rowe Price Launches Personalized TDF, IRALOGIX Names CFO
The latest industry news from T. Rowe Price, IRALOGIX, Northern Trust, Equitable, and more
September 13, 2024
The Fastest-Growing Retirement Industry Firms
A look at the top retirement industry groups who made Inc. 5000's fastest-growing list
August 16, 2024
Boomer Retirement Update: Growing Savings Gap, Heavy Dependence on Social Security
Separate research from Vanguard and IRALOGIX show retirement outlook has improved for many Boomers
June 19, 2024
IRALOGIX Announces Immediate CEO Transition
Dave Bernard steps down; board appoints Peter de Silva to lead retirement fintech
April 10, 2024
PensionPlus-IRALOGIX Deal Brings Benartzi’s Tool to IRAs
Announcement means the retirement income planning solution will be offered within institutionally priced IRA accounts
April 1, 2024
Half of Millennials Want to Retire as Soon as They Can Afford It —And Think They Will
IRALOGIX survey shows Millennials are defining retirement by financial independence rather than an age-based benchmark
March 11, 2024
Personalized IRAs Coming Q1 2024 from New Morningstar Retirement, Envestnet Partnership
New managed accounts offering powered by IRALOGIX will enable asset management firms to offset high cost of administering IRAs with private-labeled solution
November 6, 2023