Sanctuary Wealth, an Indianapolis, Indiana-based diversified wealth management platform for independent advisers, has taken an equity stake in GoalPath Solutions, an Overland Park, Kansas-based provider of advice and education to participants of workplace retirement plans.
Terms of the investment were not disclosed.
In addition to serving plan participants, GoalPath helps independent advisers scale their retirement plan business by providing access to back-office systems, processes, sales tools, investment solutions and other products and services, Sanctuary Wealth said in a press release.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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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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