November 15, 2019
Fintech Global Logo
Writing of the recent partnership between insurance technology platform Covr Financial Technologies and RetireOne, the publication notes that the two are teaming up to offer access to insurance protections like long-term care, disability, term life and more. “Working together, Covr and RetireOne will produce ongoing educational webinars, create content and provide support for RIAs looking...
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FInancial Advisor IQ Logo
RetireOne’s purchase of the Edelman broker-dealer is featured in an article by Alex Padalka for FinancialAdvisorIQ. Padalka discusses the benefits to advisors of the EF Legacy Securities acquisition, a transaction that promises to grow the RetireOne insurance and annuity back office services for RIAs. He quotes CEO David Stone, who says RIAs come to RetireOne...
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Kiplinger Logo
Writing for Kiplinger, RetireOne CEO David Stone says recessions are a normal part of the economic cycle. He argues that during these market cycles, equities prices are ‘pruned’ back to allow for healthy future growth. Stocks are approaching historical highs anyway. A recession now could make future investments cheaper, which would be good in the...
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