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%.
Meanwhile, Cetera has welcomed a family-run practice from Commonwealth, and a Merrill advisor joins an existing UBS team in Connecticut.
The Olympia, Washington firm's retirement planning expertise reinforces the consolidator's growth momentum to exceed $160 billion in client assets.
Beyond content generation and execution, firms that can offer answers around governance, transparency, and supervision are set to pull ahead in the next leg of the AI race.
The experienced advisory teams join Ameriprise and Janney as the race for experienced talent continues.
Rising drug and outpatient costs are pushing plan members to demand more financial guidance and most insurers are falling short.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
