Client Service April 1st, 2024 Tackling Cumbersome ‘Bac(k)’ Office Tasks Former recordkeeper executive Shane Hanson launches Freedom 360 suite aimed at streamlining retirement services and boosting participant engagement.
Practice Management March 1st, 2024 Convergence Is Changing the Adviser Landscape; Let’s Make Sure It’s for the Better Freedom Fiduciaries’ CEO discusses the challenges of a B2B industry shifting to integrate consumers and the model needed to get...
Products August 4th, 2023 Retirement Consulting Firm Freedom Fiduciaries Launches PEP The recently formed retirement plan advisory taps Empower as the recordkeeper for the pooled employer plan.