Guideline, a California-based fintech specializing in retirement plans for small businesses and self-employed individuals, has introduced a professionally managed SEP Individual Retirement Account.
Guideline’s Simplified Employee Pension IRA uses low-cost mutual funds and rebalances automatically. There are no transaction fees and participants can choose from several professionally managed investment portfolios. The product rounds out Guideline’s 401(k) and personal IRA offerings.
According to the firm’s website, its SEP-IRA has a monthly base fee of $8 monthly base plus an annual account fee of 0.08%.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
