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 a client’s risk tolerances in conjunction with investments and annuities to meet the anticipated fiduciary standards and show evidence of well-defined, consistently applied decision-making processes grounded in fiduciary principles.

With the current environment, it’s more important than ever to choose a strong and prepared partner. ChangePath is growing a network of IARs and RIAs, with whom they sub-advise, who are leveraging this groundbreaking technology. ChangePath also offers independent financial advisors comprehensive operational tools, training and marketing support alongside the sophisticated investment management platform to help advisors control the process and efficiently scale their firm.

The fiduciary rule impacts all recommendations and sales involving qualified funds. For many firms, a large portion of their business will be impacted, and without the right partnership, they won’t have the technology to automate the additional workload posed by increased fiduciary responsibility. Advisors are migrating to ChangePath to comply with the imposed requirements, which are in the best interest of clients, but also doing so for many other back-office and operational tasks.

ChangePath fulfills the requirement of a fiduciary, and our hope is by partnering with advisors who need us, we’ll save them from the liability and litigation scrutiny they might otherwise face without us as their partner.

For more information on how ChangePath can impact your firm, call the ChangePath sales team at 888.798.2360 or email [email protected]

About ChangePath 

ChangePath is the first-to-market, integrated investment management platform that systematically integrates annuities into client portfolios alongside Wall Street-type investments. ChangePath is also a corporate SEC Registered Investment Advisor (RIA) firm providing fee-based Investment Advisor Representatives (IARs) access to next-generation technology and services. The technology platform provides a world-class unified management household approach to traditional and non-traditional asset management with statistically backed client recommendations, unprecedented access to offerings with inherently lower fees, and automation of non-revenue-driving activities.

Every day, ChangePath’s growing network of IARs and RIAs, with whom they sub-advise, leverage this groundbreaking technology to provide wealth managers with tools and solutions that increase fiduciary responsibility and scale their firm. For additional information, please visit the company’s website: changepath.com

Advisory Services offered through Change Path, LLC an SEC Registered Investment Advisor.

©2017 Change Path, LLC

Join the conversation