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.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
