Browsing Tag
Vestwell
49 posts
Corporate Roundup: New Hires at Vestwell, Northern Trust, Wealthspire
Vestwell names a chief strategy officer, Northern Trust appoints a global FX leader, and Wealthspire Advisors hires a new advisor and announces their latest office
Colorado and Maine Team Up for Automatic Retirement Savings
Vestwell will also serve as the program administrator for the new partnership
Vestwell Acquires Student Loan Benefits Provider
The deal will add new products to the Vestwell platform, including programs that manage and allocate funds to student debt, contribute to education savings accounts, and refinance student loans
Vestwell Grows MEP and PEP Capabilities
The firm provides a fully digital plan setup and onboarding process for advisors and TPAs to manage and scale multiple plans simultaneously
Vestwell Partners with Gusto on 360-Degree API-Based Integration
New deal will support both 401(k) plans and state auto-IRA programs
Vestwell Announces J.P. Morgan Partnership Among New Collaborations
The digital 401(k) recordkeeper will work on growing J.P. Morgan’s recordkeeping side and help with Chase’s small business 401(k) platform
Corporate Roundup: C2P Enterprises Launches Women Advisory Program, RBC C&C Hires Vestwell
Holding company C2P Enterprises launches ‘A Woman’s Clarity’ program dedicated to women financial advisors, RBC Clearing & Custody hires Vestwell as their small plan provider, and more
70% of Advisors Find Inflation is No Match for Small Plan Retirement
New research from Vestwell finds a majority of advisors surveyed said inflation has not impacted retirement for small business plans
Retirement Roundup: Voya and Vestwell Moves; User Experience Award Winners
Voya and Vestwell announce new additions to teams and Corporate Insight names winners in its annual awards for several categories
6 Important SECURE 2.0 Provisions Retirement Advisors Should Know
Vestwell Founder and CEO Aaron Schumm’s take on key changes coming as a result of the new landmark retirement reform legislation