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Press Releases Archive
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September 10, 2020
Rebalance Announces Formation of Dental Advisory Board, Accelerating Its 401(k) Practice to Offer Better Retirement Solutions for Dentists
September 2, 2020
Rebalance’s Rapid Growth Recognized: Named to Two Prestigious Lists of Financial Services Industry’s Largest Investment & Wealth Management Advisors
August 24, 2020
Rebalance Launches New 401(k) Product Better K™, Offering a Personalized Approach to Retirement Planning for Small Business Owners and Employees
July 1, 2020
Buffett Bet Round Two: Rebalance and LA Chapter of AAII Duplicate “Million Dollar Warren Buffett Bet”
June 16, 2020
Rebalance Provides Small Businesses with an Alternative to Expensive 401(k) Services via Strategic Partnership with EPIC Retirement Plan Services
May 14, 2020
Rebalance Launches the COVID-19 & Investing Resource Center
November 13, 2019
Drew Pratt Joins Rebalance As Vice President of Investment Advice Widening Private Wealth Management Practice
October 30, 2018
Rebalance Recognized by Schwab Advisor Services with 2018 Pacesetter IMPACT Award for Innovation and Growth
March 6, 2018
Sally Brandon Promoted To Senior VP of Client Service And Advice at Rebalance