Media
iGPS is now available on iJoin’s MAP Marketplace
“An evolutionary offering that changes the landscape for QDIA” iJoin and Nexus338 announced today the launch of iGPS on iJoin’s Managed Account Marketplace. Nexus338’s iGPS (“Individualized Glide Path Solution”) combines the important attributes of personalization available through a managed account platform with a thoughtful and well-researched investment strategy that leverages cost-efficient target date funds.
Personalization Isn’t Everything, It’s the Only Thing
By Alan GrossAs consumers, we’ve come to expect personalized products, services, and experiences and providers have listened. We personalize our...
Think a Company Retirement Plan is Expensive? Try Not Having One.
Is it a company’s responsibility to help their employees save for retirement? Is it good business or just another expense?
Does a $5 Trillion Market Opportunity Get Your Attention?
A popular business development strategy among 401k advisors is to mine Form 5500 data to target plans that may be underserved. The argument that you can provide better service, help create better outcomes, help get a plan on track ( or keep it on track), and importantly, help reduce fees are all important drivers in improving the health of the ecosystem.
Big Challenges Call For Big Solutions
Is a glass half full a good thing – or not? If we’re talking about your favorite beverage, perhaps a half full glass is a nice thing. If the glass is a measure of workplace retirement plan success, your conclusion should be significantly less rosy.
American Trust Leverages iJoin to Fuel Growth
iJoin’s industry-leading technology helps American Trust meet critical go-to-market requirements and scale BPO offerings. AT Retirement Services,...
We Dusted Off Our Crystal Ball and Peered into 2022
The one constant we know about the retirement plan industry is that change is always around the corner. How we anticipate it, plan for it, and execute against it affect the fortunes of firms large and small.
SPARK FORUM 2021 Panel Discussion on Lifetime Retirement Income
Steve McCoy (iJoin), Joe Hendrickson (Allianz Life), and James Olson (IPX Retirement) joined Philip Chao (Experiential Wealth) at the SPARK Forum 2021 for a lively discussion on the challenges and opportunities of offering in-plan guaranteed retirement income solutions.
Franklin Templeton and iJoin Collaborate to Expand Access to Goals-Based Personalization
Advisors will be able to leverage Franklin Templeton’s GOE technology and investment allocation expertise via iJoin’s managed account technology. ...
GoalPath Makes Its Managed Account and Plan Success Program Available on iJoin
The addition of integrated financial wellness, education, and coaching differentiates GoalPath’s offering.