Retirement Plan Advisors, a Chicago-based registered investment adviser specializing in public-sector retirement plans, is now working with Stadion Money Management and EPIC Retirement Plan Services to expand its adviser managed account platform, PortfolioPlus.
An adviser managed account program provides investment solutions that can be customized to a retirement plan participant’s specific needs and goals.
The partnership combines RPA’s manager due diligence and portfolio construction process, Stadion’s participant-level personalization and EPIC’s national record-keeping platform.
New chief executive Rich Steinmeier replaced Dan Arnold on October 1.
The global firm is navigating a crisis of confidence as an SEC and DOJ probe into its Western Asset Management business sparked a historic $37B exodus.
Beyond returns, asset managers have to elevate their relationship with digital applications and a multichannel strategy, says JD Power.
New survey finds varied levels of loyalty to advisors by generation.
Busy day for results, key data give markets concerns.
A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.
