RetireOne, an independent fee-based insurance platform, working with Dimensional Fund Advisors and Midland National Insurance Co., has added three asset allocation models and 38 institutional-class mutual funds and ETFs to its zero-commission contingent deferred annuity.
The annuity, launched last October and known as Constance, allows registered investment advisers to wrap client brokerage accounts, individual retirement accounts or Roth IRAs with an annuity.
“Adding Dimensional’s research and expertise in asset allocation and model management strengthens the Constance offering,” said Edward J. Mercier, President of RetireOne.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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