A news release said based on Ascensus’ fee-based platform, the new product provides cost-effective ETF (exchange-traded funds) asset allocation portfolios managed by 3D, which include ETFs from iShares, WisdomTree, and others.
In addition, 3D’s new program offers advisers a suite of materials to make it easier for them to offer an all-inclusive, fee-based retirement program, the news release said.
According to the announcement, for participants, the ETF AdvisorPlan solution provides online tools as well as individualized investment policy statements to help them make better investment decisions. Plan sponsors also benefit by being able to ensure proper education is provided to all plan participants, the company said.
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