Verity Asset Management, a Durham, North Carolina-based registered investment adviser, has launched a tool for plan managers at nonprofit organizations to better oversee and manage their plans.
Called Vynntana, the plan governance platform is designed to serve 403(b) and 457(b) employer plan sponsors, their eligible plan participants (employees of K-14 public schools, colleges, churches, governmental agencies, and non-profits), and investment providers.
“Vynntana allows all parties to engage and collaborate for the betterment of plan performance,” Verity said in a release.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
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