- Empower Launches Personal Wealth Division With Digital-First Planning Experience To Help Americans Achieve Financial Freedom
Wealth management business is part of evolution to deliver integrated advisory, planning, and investment services across people’s full financial lives
Empower, a titan of the retirement planning industry, has announced its ambitious expansion in consumer wealth management with the launch of its Personal Wealth division to make money management simpler, clearer, and more accessible.
read more - EP Wealth Launches New Scholarship Promoting Diversity In Financial Services
The EP Wealth/Ballou scholarship program will provide financial support and mentorship opportunities for underrepresented groups pursuing the Certified Financial Planner™ certification
EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) on a mission to provide clients with personalized service through integrated financial planning, investment management and tax and estate planning, has opened applications for the first annual Ballou/EP Wealth Diversity in Financial Services Scholarship.
read more - Up To The Social Security Challenge?
A new American Academy of Actuaries web app puts you in charge of fixing social security financing
A new “Social Security Challenge” web app published by the nonpartisan American Academy of Actuaries immerses users in an animated virtual trek where they endeavor to solve one of the most consequential public policy challenges of our time: how to address the financing shortfall that could lead to future 20% cuts in payable Social Security…
read more - Diversity In Financial Planning
CFP Board Center for Financial Planning and Abacus Wealth Partners launch Abacus Wealth Partners Scholarship for increased diversity in financial planning
The CFP Board Center for Financial Planning ("Center) and Abacus Wealth Partners announced today the launch of Abacus Wealth Partners Scholarship for Increased Diversity in Financial Planning.
read more - The Age Of The Digital Nomad
MetLife Worldwide Benefits launches new program to help globally-mobile employees understand their benefits
MetLife, Inc. (NYSE: MET) today announced an enhancement to the onboarding process for MetLife Worldwide Benefits members that offers globally-mobile employees a personalized benefits communication experience throughout the first year of their assignment.
read more - Lincoln Financial Group Further Enhances Industry-Leading MoneyGuard® Suite
With the introduction of Real-Time Approval and the expansion of MoneyGuard Market Advantage®, Lincoln highlights its continued commitment to the MoneyGuard suite, its clients and their loved ones
Lincoln Financial Group (NYSE: LNC) continues to strengthen its MoneyGuard® suite with the introduction of real-time underwriting capabilities and the expansion of Lincoln MoneyGuard Market Advantage® into California.
read more - Vestigo Ventures Invests In Calculum, First AI-Driven Treasury Solution To Optimize Working Capital
Microunderstanding of financial supply chain unlocks payment term & cash flow opportunities
Global economic and geopolitical shifts have made optimizing supply chains and working capital among the highest priorities discussed in board meetings. Calculum, headquartered in Miami, is addressing this universal problem with the first artificial intelligence (AI)-driven treasury solution to help companies optimize payment terms, free up cash flow, and improve sustainability.
read more - Corebridge Financial Enhances Advanced Outcomes Annuity With Milliman FRM Structured Funds Sub-Advised By Capital Group
Advanced outcomes annuity’s new hedged equity funds create structured outcome investments with an active approach
Corebridge Financial today announced that its Advanced Outcomes Annuity, a variable annuity featuring structured outcome investments, now includes hedged equity funds managed by Milliman Financial Risk Management (Milliman FRM) and sub-advised by Capital Group, home of the American Funds.
read more - FINEOS & Empathy Partner To Bring Complete Support To Life Insurance Beneficiaries
Through interlocking technology and user experience, the companies will enhance the claims journey for life insurers and the families they serve
FINEOS Corporation, the leading global provider of SaaS enterprise claims software for the life, accident, and health industry, and Empathy, a platform helping families navigate the emotional and logistical challenges of a loved one’s passing, today announced a partnership to extend life insurance carriers’ offerings to families dealing with loss.
read more - Haven Life Increases Coverage Of Haven Simple’s No-Medical Exam Life Insurance To $1 million
This expansion allows Haven Life to bring more American households closer to achieving their goals of financial security
Haven Life today announced a coverage increase of its no-medical Simplified Issue product, Haven Simple, from a maximum of $500,000 to $1,000,000. With this expansion, Haven Simple is closing the gap between the Haven Term policy which offers up to $3 million in coverage and requires a medical exam for most applicants, giving consumers more…
read more - Integrated Partners Adds $2.25 Billion RIA Laurel Wealth Advisors
Based in California, Laurel was attracted to Integrated’s proven ability to accelerate RIA growth and offer an array of invaluable practice management resources
Integrated Partners, (“Integrated”) a national financial planning and registered investment advisory (RIA) firm, today announced that it has acquired Laurel Wealth Advisors,(“Laurel”) a California-based independent advisory firm known for its holistic planning approach, after significant due diligence by both parties.
read more - Zogo Is Now Part Of The Fidelity Alliance Network
New solution will bridge the gap between the next generation of investors for Fidelity Institutional clients
Zogo, a technology company that works with financial institutions to promote financial education and wellbeing through short-form content, today announced its inclusion in the Fidelity Alliance Network, a network of experienced providers offering discounts and special offers to help advisory firms add more value to their service model.
read more - Luminar Partners With Swiss Re; Launches Insurance Program
Top-Tier global reinsurer is exclusively partnering with Luminar to advance assisted driving and improve safety while reducing costs of consumer adoption
Luminar (Nasdaq: LAZR), a leading global automotive technology company, and Swiss Re, one of the world’s leading providers of reinsurance, today announced a new exclusive partnership.
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