Financial Engines Expands Relationship With T. Rowe Price
15 Febrero 2018 - 6:30AM
Business Wire
Financial Engines, (NASDAQ: FNGN), America’s largest independent
investment advisor1, today announced it has significantly expanded
its strategic relationship with global investment management
organization T. Rowe Price to now offer Financial Engines’ full
suite of advisory services and deliver an improved user experience
to plan participants who have T. Rowe Price as their
recordkeeper.
“As the demand for independent advisory services grows, we are
excited to offer a best-in-class integration enabling us to deliver
a broader set of services to participants and take our longstanding
relationship to the next level,” said John Bunch, Executive Vice
President and Chief Operating Officer at Financial Engines.
“Together, we’re bringing high-quality, independent financial help
and an elevated user experience to more of T. Rowe Price’s
recordkeeping clients, allowing us to help more people reach their
financial goals.”
Under the expanded agreement, Financial Engines can deliver its
full suite of advisory services to T. Rowe Price plan sponsor
clients. In addition to Online Advice and Professional Management,
the expanded services now include:
- Personal Advisor — personalized
professional management for all accounts (401(k), IRA and taxable
accounts), comprehensive financial planning and a dedicated
advisor, available by phone or in-person at 140+ advisor centers
nationwide;
- Retirement income — including
Income+, Financial Engines’ leading in-plan retirement income
planning solution designed for 401(k) participants and Social
Security claiming guidance through Financial Engines’
well-regarded Social Security Planner; and
- Financial Guidance and Wellness
— education and digital content to complement programs offered by
T. Rowe Price, including Financial Engines’ new college and
healthcare expense planners.
With the enhanced relationship, Financial Engines can be the
primary financial advisor to help employees beyond their retirement
needs. Participants have access to Financial Engines’
non-commissioned Investment Advisor Representatives, either over
the phone or in-person at one of the 140+ advisor centers
nationwide. Additionally, T. Rowe Price and Financial Engines now
have a stronger, integrated web experience that includes enhanced
single-sign-on capabilities, seamless transaction capabilities, and
dynamic, personalized web messaging.
The expanded relationship is already helping companies, such as
KLM Royal Dutch Airlines, broaden the financial help and services
available to their plan participants. “We believe a meaningful and
valuable user experience for our employees drives greater
engagement with advisory services, and ultimately helps them take
concrete actions to improve their overall financial wellness,” said
Tom Ruby, Deputy VP Human Resources, KLM Royal Dutch Airlines.
“T. Rowe Price is committed to providing excellence to our
growing list of plan sponsor clients and to all of their plan
participants,” said Andy Heiges, group manager for retirement
income and advice for T. Rowe Price. “Our expanded relationship
with Financial Engines strengthens the help we can deliver to our
participants by combining independent, comprehensive advisory
services, a powerful online client experience, and the personal
attention of a dedicated advisor.”
About Financial Engines
With roots in Silicon Valley, Financial Engines is the nation’s
largest independent investment advisor. We believe that all
Americans -- not just the wealthy -- should have access to
high-quality, unbiased financial help and our client’s best
interests should always come first. Today, more than 700 of the
nation’s most respected employers trust Financial Engines to offer
professional financial help to more than nine million employees
nationwide.
For more information, visit www.financialengines.com.
All advisory services provided by Financial Engines Advisors
L.L.C. Financial Engines does not guarantee future results.
About T. Rowe Price
Founded in 1937, Baltimore-based T. Rowe Price Group, Inc. is a
global investment management organization with $1.05 trillion in
assets under management as of January 31, 2018. The organization
provides a broad array of mutual funds, subadvisory services, and
separate account management for individual and institutional
investors, retirement plans, and financial intermediaries. The
company also offers sophisticated investment planning and guidance
tools. T. Rowe Price’s disciplined, risk-aware investment approach
focuses on diversification, style consistency, and fundamental
research. For more information, visit troweprice.com or our
Twitter, YouTube, LinkedIn, and Facebook sites.
Forward-Looking Statements
This press release contains forward-looking
statements, including statements regarding the use of professional
investment and financial planning help, which involve risks and
uncertainties that could cause actual results to differ materially.
These risks and uncertainties are outlined in our SEC filings. You
are cautioned not to unduly rely on these forward-looking
statements, which speak only as of the date of this press release.
Unless required by law, Financial Engines undertakes no obligation
to publicly revise any forward-looking statement to reflect
circumstances or events after the date of this press release or to
report the occurrence of unanticipated events.
1 For independence methodology and ranking, see InvestmentNews
Center (http://data.investmentnews.com/ria/).
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version on businesswire.com: http://www.businesswire.com/news/home/20180215005231/en/
Financial EnginesAmy Conley,
617-556-2305aconley@financialengines.comorAllison+PartnersAlexandra
Gardell Kreuter, 646-428-0618financialengines@allisonpr.com
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