BPAS, a Utica, New York-based fund administrator and provider of retirement and benefit plans, has updated its Roadways Mile Marker financial planning tool for retirement plan participants.
The update, version 2.0, adds real-time updates and projections to present a bigger picture of each participant's overall financial health, the company said in a release. The tool includes information on compensation, savings rates, retirement plan balances, outside assets, home equity and total debt.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
