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Greg Wilson of the Wall Street giant's Asset & Wealth Management unit wants to provide employees with tailored plans using a blend of technology and personal financial coaching.
January 22 -
The fintech already has a number of large bank partnerships, including Morgan Stanley at Work and Wells Fargo.
May 12 -
The San Francisco bank's employee retirement plan allegedly overpaid for preferred stock that was eventually deposited into employees' retirement accounts. The bank said that it "strongly disagrees" with the Department of Labor's allegations, but it agreed to the payment in order to resolve the matter.
September 12 -
The company agreed to acquire a Colorado plan provider that operates as RPS Plan Administration and 24HourFlex.
December 2 -
Many employees, particularly women, are likely to become unexpected caregivers at some point. Companies should do more to ease their burden, says a top retirement and wealth specialist at Bank of America Merrill Lynch.
November 20Bank of America Merrill Lynch -
Many employees, particularly women, are likely to become unexpected caregivers at some point. Companies should do more to ease their burden, says a top retirement and wealth specialist at Bank of America Merrill Lynch.
November 9Bank of America Merrill Lynch -
A new study from MagnifyMoney shows nearly half of all consumers have stopped putting money aside for retirement during the pandemic, including 53% of baby boomers.
May 22 -
United, which helps retirement-age savers find the best ways to manage their wealth, is Capital One's answer to a flurry of similar deals made by rivals.
August 16 -
The broker and the companies he operated allegedly induced veterans to hand over their federal benefits in violation of the law.
August 15 -
Kindur and Finhabits are trying to create retirement plans for people who lack them. Are banks missing an opportunity?
July 22