November 16, 1912
November 16, 1912
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Absolute Capital’s Front-Door Approach to 401(k) Management
Most advisors wait for the rollover to manage clients’ largest asset. Absolute Capital CEO Brenden Gebben explains how his firm’s front-door authorization model allows advisors to access and manage held-away 401(k) accounts while clients remain employed—without credential sharing. As custodians crack down and regulators tighten oversight, the distinction between authorized access and workarounds has never mattered more for building scalable, compliant practices.
SMArtX Advisory Solutions Expands Manager Marketplace with Investment Strategies from 22 Leading Asset Management Firms
"SMArtX is kicking off the new year with new products available on the manager marketplace. These help to expand our offerings and provide advisors with a comprehensive and diverse marketplace to meet their specific needs."