OneAmerica, an Indianapolis, Indiana-based insurer and provider of record-keeping services, has introduced a feature that allows retirement plan participants to link their plan data with other, separate investments.
Developed with Chattanooga, Tennessee-based ProNvest, a retirement plan managed account provider, the OneAmerica portal is designed to help retirement plan advisers grow business by expanding their view of plan participants’ total assets, OneAmerica said in a press release.
The portal is available to advisers who are active with ProNvest on specific plans and to all participants whose plan sponsor has selected ProNvest to be a managed account provider for their plan.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
