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GoalPath Solutions Incorporates the Broadridge Fi360 Fiduciary Score® into its Investment Strategies

GoalPath Solutions Incorporates the Broadridge Fi360 Fiduciary Score® into its Investment Strategies

by Taylor Brown | May 12, 2022 | Press Release

Select GoalPath investment strategies will leverage the investment peer ranking methodology to support prudent fiduciary management GoalPath Solutions, LLC, an independent RIA and advisor success platform is pleased to announce the availability of GoalPath investment...
Financial Wellness: The development and evolution of Managed Account services Featuring GoalPath

Financial Wellness: The development and evolution of Managed Account services Featuring GoalPath

by Taylor Brown | Feb 19, 2020 | Videos

Jeffrey Snider, Host with BRN AM, talks to Vern Cushenbery, CFA, CPA.  They discuss what a Managed Account is, scaling these services to reach participants, how Mr. Cushenbery got on the path to building his own platform, and much more about the...
A Practical Look at 401(k) Target Date Disruption

A Practical Look at 401(k) Target Date Disruption

by Taylor Brown | Feb 4, 2020 | Videos

Brent Kopp of S&P Dow Jones Indices talks with Vern Cushenbery, CFA, CPA to discuss targetting defined income in DC plans. View on...
Can Wellness and Customization Improve DC Plan Outcomes?

Can Wellness and Customization Improve DC Plan Outcomes?

by Taylor Brown | Jan 29, 2020 | Videos

Maintaining wellness and having a customized investment approach to retirement are regarded as highly desirable goals by many Defined Contribution participants. Yet, many advisors find these goals are outside of their current ability to...

Recent Posts

  • GoalPath Solutions Incorporates the Broadridge Fi360 Fiduciary Score® into its Investment Strategies
  • Financial Wellness: The development and evolution of Managed Account services Featuring GoalPath
  • A Practical Look at 401(k) Target Date Disruption
  • Can Wellness and Customization Improve DC Plan Outcomes?

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GoalPath helps financial advisors and employers deliver fiduciary-focused workplace retirement plans, financial wellness programs, and wealth management to help the people we serve achieve successful retirement outcomes.

Phone

913-346-2783

Email

info@GoalPathSolutions.com

Address

10975 Benson Drive, Suite 560
Overland Park, KS 66210

GoalPath helps financial advisors and their clients get the most out of fiduciary-focused workplace retirement plans, financial wellness programs, and personal wealth planning.

   
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