Retirement Plan Advisors, a Chicago-based registered investment adviser specializing in public-sector retirement plans, is now working with Stadion Money Management and EPIC Retirement Plan Services to expand its adviser managed account platform, PortfolioPlus.
An adviser managed account program provides investment solutions that can be customized to a retirement plan participant’s specific needs and goals.
The partnership combines RPA’s manager due diligence and portfolio construction process, Stadion’s participant-level personalization and EPIC’s national record-keeping platform.
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
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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
