Standard Retirement Services, a Portland, Oregon-based provider of record-keeping and investment services for retirement plans, has introduced a record-keeping solution for retirement plans with up to $2 million in assets.
Called Accelerate, the tool “enables small plans to grow on the same platform as large plans” so as to avoid conversions later on, the company said in a release.
Optional fiduciary investment services are available from Morningstar.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
Firm grows assets to $12.27 billion with latest deal.
Treasury secretary's deadline called 'aspirational' by John Thune.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
