Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Products March 9, 2010
BrightScope Offers 401(k) Prospecting System for Advisers
BrightScope has linked up with Acceleration Retirement to offer prospecting and acquisition tools for retirement plan advisers.
Reported by PLANADVISER Staff
Last year BrightScope unveiled the Advisor Central product, which aims to help advisers win business in the 401(k) market (see “BrightScope Unveils Adviser Service”). Through this new partnership, advisers will have access to BrightScope’s data and analytics, benchmarking tools, and custom reporting, and Acceleration Retirement will provide marketing, lead generation, and practice management tools. When used together, the services provide retirement plan advisers a “compelling business-winning solution,” the firms said.
More information about the companies is available at www.BrightScope.com and www.accelerationretirement.com.
You Might Also Like:
Increased Share of Workers Credit Employers for Efforts to Reduce Financial Stress
A Schwab survey of 401(k) participants also found increased familiarity with SECURE 2.0 provisions compared with last year.
More Than Half of Plan Advisers Expect to Use AI
Adviser practices using artificial intelligence may become a reality in the next 12 months, according to BlackRock surveying.
401GO Raises $12M Series A Funding Led by Next Frontier Capital
Rally Ventures, Impression Ventures and Stout Street Capital contributed to the round, fueling the small plan provider’s growth strategy to...
« More Workers, Retirees Turn to Financial Advisers for Help