Press Releases Archive

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April 26, 2023
Rebalance Named Best Financial Advisory Firm By USA Today
October 24, 2022
Former Fidelity Senior Executive Joins the Rebalance Team, Expands 401(k) Business Offering, BetterK, in Southeast
September 6, 2022
401(k) Day Know Your Numbers: Rebalance’s 401(k) Platform BetterK Has Saved Plan Participants up to 50% in Fees Over the Past Two Years
July 11, 2022
David Ranney Brings Over Twenty Years of Experience and Innovation to Workplace Retirement Investing
May 2, 2022
Jordi Mullor Joins Rebalance as Vice President of Growth, Expanding Firm’s Growth Division
February 23, 2022
Rebalance Announces Appointment of Finance Innovator Kristi Craig, CFA to the Firm’s Investment Committee
November 2, 2021
Rebalance Tops $1 Billion in Client Assets Under Management
August 23, 2021
Nicole Cervi-McKeever Joins Rebalance as Director of Retirement Services Continuing Firm’s Rapid Growth in the Small Business Retirement Savings Marketplace
March 9, 2021
Over Half of Americans Surveyed Falsely Believe They Pay Low or No Fees to Manage their Retirement Accounts