Wealth Management Archives - Creative Edge

Why I Moved to Client One

Why I Moved to Client One and Why You Should Too For the past few decades, I’ve been working for privately owned broker dealers in the Kansas City area. What I loved best about the brokerage, was the family-feel. I wasn’t certain I could find another relationship-driven broker-dealer when the brokerage merged with a corporate-driven… 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


The Rise of the 401(k)

March 1 2017

by Client One Securities

The financial services industry has seen dramatic and impactful change in the last couple of decades and that change has accelerated in the last few years. One of the most affected areas is the retirement planning universe. Traditional retirement savings plans—like pensions—have become almost entirely extinct and the 401(k) and similar alternatives have taken center… Read More


Nationwide 130% Allocation, No Cap, No Spread

February 13 2017

by CreativeOne - www.creativeone.com

The J.P. Morgan Mozaic IISM Index is now available with New Heights®! Created by the award-winning designers at J.P. Morgan,¹ the potential benefits of featuring the Index within New Heights include: 15 global asset classes, including equities, fixed income, and commodities. 20 consecutive years of positive returns.² 130% index allocation, no cap and no spread… 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


CreativeOne App Gets a Makeover

Remember how we told you about the new CreativeOne mobile app back in July? Well, it just got better. The responsive and mobile-friendly app has recently had a makeover and is now easier than ever to use. After listening to your feedback, we’ve optimized the app with new features and a new layout that helps you… Read More


Athene BCA Elevate™ Is Here

August just got a lot hotter! BCA Elevate offers one of the strongest combinations of both accumulation potential and guaranteed income available today! Below are links to the new lineup of consumer materials; featuring the new Merrill Lynch RPM Index™, 3 new income riders and the enhanced death benefit rider. Access Marketing Materials: New Merrill Lynch RPM… Read More