For more stories like this, sign up for the PLANADVISERdash daily newsletter.
Products October 24, 2013
Mutual of Omaha Adds LPL Financial Solutions Platform
Mutual of Omaha’s retirement plans division has added LPL Financial’s retirement advice and education solutions to its 401(k) products.
Reported by
John Manganaro
Plan sponsor clients of Mutual of Omaha can now access LPL’s Worksite Financial Solutions, including the platform’s Employee Advice Solution, which allows plan participants to receive customized retirement advice and education.
Under the new agreement, plan sponsors can also access the Worksite Financial Solutions platform’s various employee transition and engagement solutions, which address the needs of plan participants from the time of hiring through retirement years.
You Might Also Like:
What Small Firms Need to Know About Due Diligence
According to FINRA, small broker/dealer firms should strategically use their limited resources to conduct effective due diligence on private and...
IRI Urges New Jersey to Keep Advisers, Broker/Dealers ‘Independent’
The Garden State has proposed labeling investment advisers and broker/dealers ‘employees’ rather than ‘independent contractors.’
Independent RIAs to Increase by 12% by 2028
Over the next three years, independent registered investment advisers will be the fastest-growing portion of the advisory landscape, according to...