Researchers conducted a survey that enabled SPARK to better determine how the RFP Guide is used by advisers and providers today, leading to the new update.
“Understanding and discussing the tax impact of your investment and retirement account withdrawal recommendations is not the same thing as giving tax advice,” explains Joe Elsasser, president of Covisum.
The acquisition comes on the heels of the companies’ joint endeavor, the launch of RetireUp Pro.
As the firm explains, the program begins with a baseline retiree analysis proactively delivered to each plan participant flagged as retired, and includes a personalized investment strategy recommendation in tandem with a monthly spending guide for their qualified plan assets.
Invesco Releases New TDF Series With 12 Fund Offerings; Efficient Advisors Launches Mutual Fund Partnership with Dimensional; Catalyst Funds and BNP Paribas Team up to Develop Index Funds.
The firm's rollover/exchange analysis will consider more plan types, including 401(k), 403(b), 457, defined benefit plans and more.
Seeking to provide a top quality experience, Vantagepoint Funds conducted one-on-one research with representatives from a handful of select investment consulting firms, resulting in the new DCIO web portal.
Mark Rossen, vice president of sales and marketing at O’Neil Digital Solutions, said the company’s goal was to help advisers strengthen relationships with their customers by providing them with “confidential and time-sensitive documents anywhere and in any format they choose.”
State Street Global Advisors reveals latest SPDR ETFs, and Charles Schwab announces addition of 12 ETFs to OneSource.
The move enhances AdvisorEngine’s open architecture system and connects disparate technologies.
Besides revamping the public website, the participant and plan administration portals have also been enhanced.
BNY Mellon releases fund focused on income generation, and AI Insight announces new liquid alternative research.
The firm is offering tips, tools, studies and articles on Facebook, Twitter and LinkedIn.
Folio Institutional’s API Service makes it easier for firms to build their own unique digital investing platform that includes custom online account opening, document management and securities trading.
Hartford Funds Adds ETF Seeking Tax-Exempt Income, and Wilmington Trust Releases Margin Management Solution with AcadiaSoft Services.
The interactive Retirement Plan Comparison Tool is powered by Vanguard’s How America Saves data.
The calendars summarize the annual compliance requirements and disclosure obligations that retirement and health plan sponsors need to know.
The firm says the tool allows individuals to take control of their competing financial priorities by automating their spending and saving for short- and long-term goals.
The digital training platform aims to support professionals entering the advisory field through peer meetings, mentoring and more.