Edelman Financial Engines launches workplace financial wellness platform

Edelman Financial Engines launches workplace financial wellness platform
Digital content, webinars, educational tools and access to an adviser are part of the offering.
JUL 20, 2022

Edelman Financial Engines has launched a workplace financial wellness platform that will provide information and support during major life events and milestones. These include significant family or health changes, a new job or a promotion and decisions around saving for college and retirement, the company said in a press release.

The platform, called Momentum by Edelman Financial Engines, will be available to participants in the retirement plan programs managed by the firm.

The platform features a library of digital content, webinars and educational tools and assessments. Employees also have unlimited access to live, one-on-one counseling and planning sessions with credentialed advisers.

Edelman said its Retirement Readiness retirement advice and management service will continue to remain available as a standalone offering, while the availability of the full suite of its new service will vary.

Tips on mentoring programs from Envestnet's Jean Heath

Latest News

The power of cultivating personal connections
The power of cultivating personal connections

Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.

A variety of succession options
A variety of succession options

Whichever path you go down, act now while you're still in control.

'I’ll never recommend bitcoin,' advisor insists
'I’ll never recommend bitcoin,' advisor insists

Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.

LPL raises target for advisors’ bonuses for first time in a decade
LPL raises target for advisors’ bonuses for first time in a decade

“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.

What do older Americans have to say about long-term care?
What do older Americans have to say about long-term care?

Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound