UBS revamps student loan, financial wellness benefits; announces new Morningstar partnership

Published Updated 3 Min Read

Stefan Wermuth, Bloomberg News

Wealth management giant UBS added new benefit offerings on Thursday aimed to improve employees’ personal finances, including a partnership with Morningstar and other vendors to address student loan debt, retirement and overall financial wellness.

The offerings will be added to the existing UBS Workplace Wealth Solutions platform — launched in January — which received a facelift to allow the service to offer one-on-one coaching and digital tools. UBS currently provides benefits to 10,000 employers and their 2 million employees.

Kayla Webster
Freelance writer

Kayla Webster is a freelance writer based in New York City.


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