Browsing Tag
IRALOGIX
15 posts
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