Innovest Systems, LLC

NEW YORK (PRWEB)
October 29, 2019

Innovest Systems announced today that it has launched its Participant Payment Portal, a web portal developed for participants in defined benefit retirement plans. The portal allows plan participants to view payment information and make updates to their personal information. The Participant Portal is already live and currently in use.

The Participant Payment Portal was developed in response to client requests for direct access for defined benefit plan participants. The portal leverages Innovest’s existing secure InnoVue3.0 infrastructure which allows for client branding, end-user self-registration and client configurability in terms of which components are displayed to end-users. The portal leverages responsive design and can be accessed through any type of device.

“We are proud to have been able to launch our Participant Payment Portal in under a year. Our existing infrastructure makes the rollout of new products and features much simpler than most other platforms. The team did an excellent job and we’re getting great feedback from current and prospective clients,” said Joanne Smith, chief operating officer of Innovest Systems.

The Participant Payment Portal allows users to view current, year to date and historical payment information, access plan documents and tax forms, view tax withholding status, update address information, update distribution destination details and split distributions to multiple destinations as applicable. The Participant Payment Portal went live in September 2019.

ABOUT INNOVEST SYSTEMS

Innovest Systems, LLC is a leading provider of financial technology solutions delivered to forward-thinking trust, wealth management, and retirement professionals. Innovest’s solutions empower its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results to customers. Innovest has over $600 billion in assets under administration on its trust and wealth management platform servicing over three hundred global financial institutions.

The Innovest Trust & Wealth Management Solution provides a Software-as-a-Service (SaaS)-based principal and income accounting, investment management and reporting system for institutions that need to control, account for and report on assets held in trust, wealth and retirement accounts. The Trust & Wealth Management Solution is comprised of the InnoTrust and InnoVue offerings from Innovest. InnoTrust is browser-based and is the core application deployed by Innovest to support the accounting and reporting needs of banks, trust companies, wealth management firms, retirement plan administrators and custodians. InnoTrust is also webservices/API enabled to more readily integrate with internal programs and third-party applications. InnoVue is browser-based and provides access for end clients to view account information anytime, anywhere.

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“We won’t cut corners to grow.”

SOUTH BEND, Ind., and BIRMINGHAM, Ala. (PRWEB)
October 29, 2019

Stay Metrics, the leading provider of driver retention tools for motor carriers, announces a new case study on PS Logistics (PSL). The latest addition to the company’s ongoing Success Metrics series shares the story of how one of the nation’s largest flatbed carriers has sustained rapid growth over the last 15 years by maintaining a complete commitment to drivers. You can read the full case study on the Stay Metrics website.

PSL and its partner carriers operate a combined fleet of 3,200 trucks. The company uses the Stay Metrics Drive for Gold Rewards Program to recognize drivers for performance, for compliments, for clean inspections and many other professional achievements.

The privately branded rewards program keeps drivers engaged by earning points from various recognition categories. As points accumulate, drivers redeem them for tens of thousands of items or travel options through the fleet’s Drive for Gold online portal.

Stay Metrics also administers driver onboarding surveys for PSL. The surveys check-in with new driver hires during critical periods of early employment to gauge their attitudes and expectations and to determine if their expectations match the realities of the job.

PSL receives immediate alerts if any responses indicate that a driver has an elevated risk of leaving. With these insights, PSL managers have been able to successfully intervene with high-risk drivers to prevent turnover.

“PS Logistics has been a quiet leader in the open deck sector over the years and consistently outperforms its peers in driver retention. I believe this success is a result of the company’s culture shining through and reflects its commitment to investing in retention tools, like what we do, to help improve the lives of drivers,” said Tim Hindes, Co-Founder and CEO of Stay Metrics.

The case study also examines the strategies PSL uses to excel among its peers in the trucking industry, such as giving drivers a choice in loads and using a percentage pay model. Both strategies reflect the company’s core commitment to fairness.

“We won’t cut corners to grow,” stated Scott Smith, Chief Executive of PSL based in Birmingham, Ala.

The full Success Metrics case study on PSL is available to anyone at no cost on the Stay Metrics website. Carriers that have been featured in past case studies include Load One, Liquid Trucking, Brady Trucking, and Ag Transport.

About Stay Metrics

Stay Metrics is a retention strategy firm. We’re passionate about partnering with transportation companies to help them increase driver retention and commitment. Our Stay Ahead™ platform amplifies your driver feedback. It encompasses our suite of driver lifecycle surveys and the Stay Metrics Reportal; which includes intervention opportunities, customizable reporting tools, and comparative industry data. In addition, our Driver Rewards platform gives carriers a custom-branded tool to sustain a driver-centric culture based on ongoing appreciation and engagement. The Stay Metrics’ team provides ongoing advice, insights, best-practice ideas, and industry-based research that supports our clients’ ongoing continuous improvement initiatives.

Stay Ahead of driver turnover. Stay Ahead of your competition. Stay Ahead with Stay Metrics.

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Fall edition of the Register

Our recent issue reflects the diversity of contributors with articles that help consultants through their daily routine of practice. Additionally the publication presents Association news and member benefits…Editor-in-Chief, Wendy Kennedy, IARFC Team

MIDDLETOWN, Ohio (PRWEB)
October 30, 2019

Bryan S. Slovan, MRFC® is the Register profile – which reviews his company Stuart Financial Group and how he is Still There for the Client When They Need Him. According to Bryan, his trademarked Stuart Retirement Review® is their process designed to help clients achieve simplicity and confidence during their retirement years and is focused around five key areas of their current financial life. Bryan views his recently obtained Master Registered Financial Consultant (MRFC®) credential offered by the IARFC as a commitment to furthering his financial education.

Jaime Bosse, RFC® connects with readers as she promotes her financial concepts on teaching kids how to grow into financially responsible adults. With four kids under the age of six, she outlines financial topics that can be taught to kids at different ages – the goal being to make kids financially savvy and help them navigate the “real world” of finances without a ton of help from their parents.

Jorge Villar weighs in on powering your business growth through seminar marketing. With the statistics in mind that Less Than a Third of American 65 and Older Receive Financial Planning Assistance, he feels consultants are missing out on a huge opportunity. The IARFC will be working with his company LeadingResponse in the near future to bring industry specific topic podcasts to the membership.

Internationally, the Register features recent graduates of IARFC events and educational programs held in Hong Kong, Macau and the Philippines. Graduates who meet the requirement criteria are eligible for the Registered Financial Consultant (RFC®) designation.

From the Trustee Chair and CEO, H. Stephen Bailey, MRFC®, a plan for future change is detailed in From the Chairman’s Desk. He outlines plans for a regional structure to build membership and coordinate participation. “It’s not a new concept,” confirms Bailey, “I have seen it work in many non-profit organizations. Building relationships at the regional level fosters loyalty.”

Coming up in November and December, the Register explains the Member-Refer-A Member Drive. Incentives are detailed on how current members can help the Association by referring qualified consultant prospects while putting money in their own pocket.

Balancing out the Fall Edition are feature stories and columns by contributors who are published frequently and opportunities to become Corporate Sponsors for the IARFC National Financial Plan Competition.

To access the Register, visit the IARFC website. Those interested in teaching others about their practice and being published can reach out to Wendy Kennedy at wendy@iarfc.org, Editor-in-Chief. There are opportunities open for 2020 editions.

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PRI hosts “A Day at the Met”

Physicians’ Reciprocal Insurers (PRI), New York State medical malpractice insurer, will be hosting A Day at the Met for physicians and their guests.

ROSLYN, N.Y. (PRWEB)
October 30, 2019

Physicians’ Reciprocal Insurers (PRI), New York State medical malpractice insurer, will be hosting A Day at the Met for physicians and their guests. This unique event features a private Museum Highlights Tour of the Metropolitan Museum of Art and an optional 3-Course Lunch at the Petrie Court Café. Participants must register in advance.

This event is open to Physicians’ Club members and their guests. Each person may bring one non-member guest. Non-PRI members are also welcome.

A Day at the Met Hosted by Physicians’ Reciprocal Insurers (PRI)

Saturday, November 2, 2019: beginning at 10:00 am

Ticket Option One: One-hour private Museum Highlights Tour followed by a 3-Course Lunch at the Petrie Court Cafe located inside the museum. The purchased museum ticket is valid for the day so the museum can be enjoyed after lunch. ($75.00 per person)

Ticket Option Two: One-hour private Museum Highlights Tour. The museum ticket is valid for the day so the museum can be enjoyed after the tour. ($20.00 per person)

Space is limited. Tickets for this event are purchased online through Eventbrite and cannot be purchased at the museum.

Each physician may purchase a ticket for 1 additional guest. Non-PRI Insureds are welcome.

Please arrive at museum by 10:00 am to check in for the event.

Get Tickets

ENTER PASSWORD “PRICLUB” TO PURCHASE TICKETS.

Questions: Please email C.Quinn@medmal.com

*Once tickets are purchased, an email will be received from orders@eventbrite.com and the tickets will be in a PDF attachment. Tickets can be printed from the computer or the Eventbrite App can be downloaded on a mobile phone. From there, the ticket can be saved as an image and added to Apple Wallet or the QR code can be shown upon entry.

About PRI Physicians’ Club

PRI’s goal is to create environments that allow physicians to enjoy each others company and to support each other while reawakening the joy and sense of satisfaction which can be found in the practice of medicine. Along with its mission of defending lawsuits, Physicians’ Reciprocal Insurers cares deeply about the health and well-being of both PRI clients and physicians across the country, as that is essential to the long-term success of the healthcare industry and the provision of excellent patient care. Membership in the PRI Physicians’ Club is free, and the Club is open to all New York physicians, both PRI insureds and non-PRI insureds. The Physicians’ Club provides a forum where physicians can talk and socialize in a relaxed environment. Meetings and social events offer a place for doctors to build relationships, exchange ideas, and support each other while sharing experiences.

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“Wealthspire Advisors embodies a shared vision for our culture and future. It’s built upon our relentless approach to making a difference in the lives of our clients,” said Mike LaMena, CEO of the combined firms.

NEW YORK (PRWEB)
October 30, 2019

NFP today announced the launch of Wealthspire Advisors, representing the combined advisory business of Sontag Advisory and Bronfman Rothschild.

“Our new name emphasizes that we are one united firm,” said Howard Sontag, chairman of the combined firm. “The key to our future is enhancing client experiences and outcomes. Combining these two highly successful firms creates a great future for our clients and our team members.”

Bronfman Rothschild was acquired by NFP in May. NFP first announced plans to acquire Bronfman Rothschild in March, noting that a new brand strategy for integration of Bronfman Rothschild with Sontag Advisory and their shared values would follow.

“Wealthspire is the result of our focus on seizing opportunities across all our businesses to strengthen capabilities and increase scale,” said Mike Goldman, president and COO of NFP. “Integrating these two successful firms will drive tremendous growth in our wealth advisory business.”

Wealthspire centers around a culture of purposeful planning for clients’ aspirations. The combined firms manage approximately $10 billion in AUM*, making it one of the nation’s largest investment advisors, and serves clients from 11 offices across the country. With the backing of NFP, an established insurance brokerage and consulting firm with more than 5,400 employees, Wealthspire Advisors is built on a firm foundation for growth while maintaining its independent, fiduciary-focused position within the wealth management industry.

“Wealthspire Advisors embodies a shared vision for our culture and future. It’s built upon our relentless approach to making a difference in the lives of our clients,” said Mike LaMena, CEO of the combined firms. “With NFP’s backing and our combined scale, we expect to expand our reach into new markets by identifying and welcoming top-quality advisors and professionals to Wealthspire.”

About Wealthspire Advisors

Wealthspire Advisors is a New York City-based, independent registered investment advisory business with more than 120 associates serving clients from 11 offices in 7 states. With a strong commitment to a fiduciary business model, Wealthspire Advisors believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit http://www.wealthspire.com.

About NFP

NFP is a leading insurance broker and consultant providing customized property and casualty, corporate benefits, retirement, and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 5,400 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 6th largest US-based privately-owned broker, 5th largest benefits broker by global revenue and 7th best place to work in insurance (Business Insurance); 10th largest property and casualty agency (Insurance Journal); and 13th largest global insurance broker (Best’s Review).

Visit NFP.com to discover how NFP empowers clients to meet their goals.

Wealthspire Advisors is the common brand and trade name used by Sontag Advisory LLC and Wealthspire Advisors, LP, separate registered investment advisers and subsidiary companies of NFP Corp. Securities, when offered, are offered through an affiliate, Wealthspire Capital, LLC, member FINRA/SIPC.

*As of September 30, 2019

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