Cory LagerstromPresident and Principal, ChangePath - Creative Edge

ChangePath VP of Business Development Named 30 Under 30 by ThinkAdvisor

Martin Pfannenstiel, ChangePath’s vice president of business development, has been named one of ThinkAdvisor’s Life Health 30 Under 30. According to the magazine, “these millenials have made a mark, fast, despite having to put up with waiting in more lines, for longer, than about two-thirds of their peers.” Read the article to learn more about Martin… Read More


What’s the New Status Quo for Investments?

ChangePath: Investment Platforms 101

The outsourced investment management approach began ever so slowly, but as the industry responded to the challenges and regulations of recent years, advisory firms embracing turnkey asset management platforms (TAMPs) has reached critical mass. How many are embracing TAMPs? Around $3 trillion is running on TAMPs, pushing out traditional in-house portfolio construction assets under management… Read More


What’s a TAMP?

ChangePath: Investment Platforms 101

Many agents and advisors haven’t heard of turnkey asset management platforms (TAMPs). And, unbeknownst to some investment advisor representatives in larger firms, they unknowingly have limited exposure to a TAMP. Have you been exposed? Do you know what a TAMP can do for independent advisors? Let’s discuss … TAMPs Create Efficiencies TAMPs* provide advisors a complete… Read More


Did you see ChangePath on the front cover of Retirement Advisor?

With the recent DOL ruling, how do you increase fiduciary responsibility and scale your business without additional workload or expenses? With ChangePath, a first-to-market, integrated investment management platform that systematically merges annuities into client portfolios alongside investments. ChangePath’s world-class approach features: DOL process-friendly annuities and investment integration. Statistically backed client recommendations. Access to institutional-caliber portfolio… Read More


ChangePath Launches Corporate Registered Investment Advisor

Cory Lagerstrom, J.D., President and Principal of ChangePath

ChangePath announces the launch of its corporate Registered Investment Advisor (RIA) and plans to help investment advisor representatives (IARs) prepare for approaching DOL deadlines. As speculation and questions continue to stir with the DOL’s fiduciary rule, ChangePath offers a leading investment platform to help advisors create statistically backed client recommendations. ChangePath’s technology platform quickly aligns… Read More


ChangePath Hires Martin Pfannenstiel, J.D. to Focus on RIA Services and DOL Fiduciary Ruling Impact

I am pleased to announce Martin Pfannenstiel has been hired as ChangePath’s director of business development. Martin will use his knowledge to help RIAs operate their businesses in a manner that optimizes client outcomes. Martin will also help RIAs control the process of increasing fiduciary responsibility without increasing workload, staff or office. Please join me in welcoming… Read More


With DOL, is a TAMP Part of Your Firm’s Future?

We’ve been reading the online Department of Labor (DOL) chatter about increased fiduciary responsibility, and as advisors, we’re heightening countermeasures before the dust settles. As you are aware, the DOL has recently proposed changes that could drastically alter our industry. These proposed fiduciary changes would hold insurance and financial professionals to a higher legal standard… Read More


ChangePath: Your Total Solution Has Arrived

If you’re a wealth management firm looking to integrate insurance within your practice, ChangePath is the solution you’ve been waiting for. As a turnkey asset management platform (TAMP), ChangePath provides a unified managed household approach that illustrates the overall impact of fixed indexed annuities (FIAs) into the Modern Portfolio Theory. Utilizing ChangePath will help grow… Read More