Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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BrightScope Takes a Whirl at Mutual Fund Data
RIABiz June 11, 2015
"BrightScope launched Fund Pages, which provides inflow and outflow information. But in addition, and ... unlike Morningstar, it will list the retirement plans that are most heavily invested in each mutual fund. Which retirement plans are invested in which funds is important information that's not been available to advisors for free before ... BrightScope's new offering is a scorecard laying out each fund's flows, manager turnover, fees and additional information[.]"
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