RetireOne’s partnership with FIDx is featured in an article by Diana Britton on WealthManagement.com. Titled “FIDx Partners with RetireOne,” the article describes how RetireOne’s role as outsourced insurance desk on the Envestnet Insurance Exchange will make it easier for RIAs and their wealth platforms to connect with providers.
Noting that this partnership comes on the heels of the EFLS deal, Britton says, “Late last year, RetireOne announced it would acquire EF Legacy Securities, a broker/dealer platform owned by Edelman Financial Engines, in a bid to expand insurance and annuity back-office services for RIAs who are interested in transitioning from commission-based to fee-based annuities options.”
Of the partnership, FIDx CEO Rich Romano says, “We believe protection solutions are critical to every client portfolio and this partnership allows RIA enterprises and advisors to have full access to our income and protection solutions.”
Read the article here: https://bit.ly/2LJxvF1
