Weekly strategy performance

We are pleased to announce the promotion of Senior Portfolio Manager Timothy Hanna, CFA, to director of research. As a senior portfolio manager at FPI, Tim has been instrumental in conducting applied economic and quantitative research that shapes FPI’s investment strategies and mutual funds. Alongside his current role, Tim will now oversee the company’s research initiatives and lead the research team. We look forward to seeing how his vision will continue to enhance our research capabilities and forge new and innovative investment strategies for our clients.

As part of our ongoing effort to enhance our services, we’re excited to announce that financial advisers can now auto-populate Flexible Plan Investments’ (FPI’s) investment management agreements with client data through Laser App or Quik! Forms. This new offering is available for accounts at Axos Advisor Services, Schwab Institutional, Schwab PCRA and SDBA, Fidelity BrokerageLink, and TIAA SDBA.

To use this new feature, simply search for Flexible Plan Investments within Laser App or Quik! Forms, select either the co-advisory or solicitor agreement (based on your firm’s agreement with us), auto-populate client data through your CRM integration, complete the strategy selection page and custodial forms, and either print the forms or send them to your client through e-signature. Once the forms are signed, forward them to newmoney@flexibleplan.com. For more details on available strategies, please refer to our website.

Like the new feature? Have ideas on improvements? We’d love to hear what you think. Send your feedback to clientservices@flexibleplan.com.

In our continuous commitment to enhancing security and transparency, we have improved how we communicate updates to client data. Effective immediately, when a client updates their personal contact information—for example, their address, email, or phone number—they will receive a confirmation letter regarding these changes. Simultaneously, their financial adviser will be notified directly via email. This ensures that all relevant parties are promptly informed of any updates, further helping to secure client information.