ICMA-RC, a manager and administrator of retirement plans serving government employees, has enhanced its managed accounts platform to provide “a more personalized and intuitive user experience,” the company said in a release.
Features of the upgrade, which is powered by Morningstar Investment Management, include recommendations customized to participants’ retirement and financial goals, including when they’re able to retire, how to invest their accounts and how to withdraw money in retirement.
It also includes a new Social Security guidance tool that helps participants decide when to start receiving benefits.
In March, ICMA-RC announced that it will transition to the name MissionSquare Retirement.
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.
New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.
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
