Products November 25, 2013

Paychex Adds ModelxChange Portfolios

Paychex Inc. added Mid Atlantic Trust Company’s ModelxChange Web-based model portfolios for its retirement recordkeeping services clients.
Reported by

ModelxChange lets financial advisers choose from a suite of preselected portfolios from various money management firms and is meant to simplify coordinating with recordkeepers to efficiently manage an investment model.

According to a dual release from the firms, the addition of the ModelxChange portfolio to the Paychex platform will give clients a simplified model that is easy to use but still allows sophisticated investment management.

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For more information on Paychex retirement services and the ModelxChange portfolios, visit http://www.paychex.com/advisors/.

Deals & People November 25, 2013

FIA Names Principal, Senior Consultant

Fiduciary Investment Advisors (FIA) announced a series of promotions within the firm’s retirement consulting business.
Reported by

Christopher Rowlins, an accredited investment fiduciary (AIF), has been named a principal and senior consultant of the firm. In the position, Rowlins will provide strategic investment consulting services to corporate, non-profit and governmental retirement plans.

The following FIA employees were promoted to senior research analyst positions:  

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  • Maura Goulart, CFA;
  • Matthew Kaminski;
  • Katherine Marino, AIF;
  • William Roehr, CFA; and
  • Susan Woytowicz.

FIA is an employee-owned investment consulting firm that works with fiduciary clients including retirement plan sponsors, nonprofit organizations and wealthy families.

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