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.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
