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.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
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Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
