Tag: adviser alliances

Products

September 1st, 2021

Accelerate Retirement Announces Alliance for Independent Advisers

The technology engine behind Accelerate is a version of RPAG’s adviser platform.

Products

July 13th, 2020

TRA Partners with RLC on Adviser Support Suite

The alliance will allow advisers to have an ‘end-to-end’ process for retirement advice and design solutions.

Outreach

Let Me Introduce Myself

Advisers talk about how they seek client referrals.

Micro Scope

Streamlining the Process

TPAs can create efficiencies for serving micro plans.

Cover Story

An Array of Models

Some advisers find opportunities through aggregation or affilliation

Events Spotlight

Grande Lakes, Orlando | April 20th, 2020

Industry Intelligence

THOUGHT LEADERSHIP

Retirement Experts: A Better Way To Crack the Retirement Income Nut.

Guaranteed income sources can help retirees maximize Social Security benefits.

Sponsored by TIAA

THOUGHT LEADERSHIP

Interest Grows in Finding New Uses for Stable Value

MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles in new ways. PLANADVISER spoke with Thomas Schuster, senior vice president, stable value and investment products, and Warren Howe, national sales director, stable value and DCIO [defined contribution investment only] markets, at MetLife, about the study findings.

Sponsored by MetLife