Qualified Plan Advisors, an Overland Park, Kansas-based retirement plan consulting firm has launched the Qualified Plan Advisors Pooled Employer Plan in partnership with Newport Group, a retirement plan services provider.
The PEP will help advisers assist clients in starting up new plans or growing plans, the company said in a release, but it won’t be limited to small plans.
“The QPA PEP will be available nationwide for employers of all sizes who desire additional fiduciary protections and fewer plan administrative responsibilities,” according to the release.
The announcement noted that the PEP will include adviser managed accounts as part of its hybrid qualified default investment alternative structure.
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
