Standard Retirement Services, a Portland, Oregon-based provider of record-keeping and investment services for retirement plans, has introduced a record-keeping solution for retirement plans with up to $2 million in assets.
Called Accelerate, the tool “enables small plans to grow on the same platform as large plans” so as to avoid conversions later on, the company said in a release.
Optional fiduciary investment services are available from Morningstar.
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.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
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
