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401(k) record keepers competing with advisers on financial wellness

401(k) record keepers competing with advisers on financial wellness

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. intellicents' website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment advisory services offered through intellicents investment solutions, inc., an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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