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.
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
