Press Releases Archive

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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
October 19, 2020
Trump vs Biden: Stock Market Performance Should Remain Steady Regardless of Winner of November’s Presidential Election
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