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 nuts-and-bolts.
Select GoalPath investment strategies will leverage the investment peer ranking methodology to support prudent fiduciary managementGoalPath Solutions, LLC, an independent RIA and advisor success platform is pleased to announce the availability of GoalPath investment...
Brent Kopp of S&P Dow Jones Indices talks with Vern Cushenbery, CFA, CPA to discuss targetting defined income in DC plans.
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 provide.
Select GoalPath investment strategies will leverage the investment peer ranking methodology to support prudent fiduciary managementGoalPath Solutions, LLC, an independent RIA and advisor success platform is pleased to announce the availability of GoalPath investment...
Brent Kopp of S&P Dow Jones Indices talks with Vern Cushenbery, CFA, CPA to discuss targetting defined income in DC plans.
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 provide.
