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AUL Offers Business-Building Tool for Fee-Based Advisers
According to a press release from AUL, a OneAmerica company, AUL Investment Advisor Services expands distribution channels to work with registered investment advisers (RIAs), investment adviser representatives (IARs), and other fee-based advisers. Additionally, AUL Investment Advisor Services will help advisers better serve their participants through Web-based investment modeling tools, the company said.
The platform features Web tools for participants, including an investor profile questionnaire, asset allocation models, transfer and rebalancing capabilities, and automatic-enrollment options.
For the adviser, the customized Web site provides the ability to build personalized investment portfolios and a choice in fee structures. Advisers also can build personalized Web pages to further promote themselves and their services to clients.
More information is available at www.oneamerica.com.