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Northwestern Mutual and LearnVest Take Next Step in Integration

Helping people achieve financial security has always been the number one goal for both Northwestern Mutual and LearnVest. Since the acquisition three years ago, LearnVest’s entrepreneurial drive and digital expertise have helped accelerate Northwestern Mutual’s progress on transforming our client experience, and we’re extremely proud of the milestones we’ve achieved so far. Now, with more consumers wanting an end-to-end experience—that is, working with an advisor to create a personalized financial plan and take action on it—the companies are further integrating under the Northwestern Mutual umbrella. This move will allow us to focus resources and leverage Northwestern Mutual’s established nationwide network of financial advisors, using the cutting-edge planning platform and digital tools that we’ve created together. In the coming weeks, LearnVest will discontinue its financial planning offering for consumers, as well as its LearnVest@Work program for businesses. True to its original mission, will relaunch later this year as a fresh, digital resource focused on educating consumers on how to meet their financial goals. Our joint teams will continue working across campuses to transform how clients achieve financial security.