Standard Retirement Services, a Portland, Oregon-based provider of record-keeping and investment services for retirement plans, has introduced a record-keeping solution for retirement plans with up to $2 million in assets.
Called Accelerate, the tool “enables small plans to grow on the same platform as large plans” so as to avoid conversions later on, the company said in a release.
Optional fiduciary investment services are available from Morningstar.
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.
