Jon Prescott, CPI’s Chief Marketing Officer, said that financial advisers and their retirement plan clients now have access to more than 800 ETFs on the CPI platform, trading in a T+1 environment.
“We’re pleased to include ETFs on our platform,” he said in the announcement. “We are committed to providing depth, choice and enhanced flexibility on our platform. The addition of exchange-traded funds furthers that ongoing commitment.”
CPI is a third-party recordkeeping and administration company headquartered in Great Bend, Kansas.