RetireOne, an independent fee-based insurance platform, working with Dimensional Fund Advisors and Midland National Insurance Co., has added three asset allocation models and 38 institutional-class mutual funds and ETFs to its zero-commission contingent deferred annuity.
The annuity, launched last October and known as Constance, allows registered investment advisers to wrap client brokerage accounts, individual retirement accounts or Roth IRAs with an annuity.
“Adding Dimensional’s research and expertise in asset allocation and model management strengthens the Constance offering,” said Edward J. Mercier, President of RetireOne.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
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
