Vestwell to Add Multi-Manager Target Date Model Portfolios from Morningstar Investment Management
The service will offer active-passive blended models free of any revenue sharing or referral fees. In addition, the diverse, multi-manager line-up will give advisors access to funds from
"When looking to expand the asset management strategies on our platform, we sought out an investment firm with core capabilities in asset allocation, investment selection, and portfolio construction," said
Vestwell's proprietary recordkeeping and model management technology offers a highly flexible open-architecture construct, making for a simple integration that helps both parties more effectively support their client's diversified needs. Advisors, in turn, can efficiently scale their retirement practices through advanced technology and sophisticated offerings.
"Vestwell's offering provides advisors with a modern, streamlined approach to retirement services," said
For more information on the service, please visit https://news.vestwell.com/.
About
Vestwell is a digital platform that makes it easier to offer and administer 401(k) plans. Vestwell removes traditional friction points through a seamless plan design, automated onboarding, streamlined administration, and flexible investment strategies, all at competitive pricing. By acting as a single point of contact, Vestwell has modernized the retirement offering while keeping the plan sponsor's and plan participant's best interests in mind. Learn more at Vestwell.com and on Twitter @Vestwell.
About
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in
View original content to download multimedia:http://www.prnewswire.com/news-releases/vestwell-to-add-multi-manager-target-date-model-portfolios-from-morningstar-investment-management-300832750.html
SOURCE Vestwell
This new Louisiana bill might help lower auto insurance rates — but it has its doubters
US Industrial Production Slipped 0.1% In March
Advisor News
Annuity News
Health/Employee Benefits News
Life Insurance News