Trailblazers in Finance | flexPATH Strategies' Wealthies Nomination

flexPATH Strategies, a premier financial solution provider, proudly announced today that it has been named a finalist in the WealthManagement.com 2023 Industry Awards (the "Wealthies") in the New Product Development category for their outstanding CIT Portfolio Expansion.

This recognition is a testament to the organization’s commitment to creating innovative and cost-conscious investment solutions, thus equipping the nation’s premier retirement plan advisors and recordkeepers with solutions truly designed to solve problems and improve outcomes. This “investment innovation” suite of CITs (collective investment trusts) and custom target date funds (TDFs) has slowly blossomed since launching almost 9 years ago, with total flexPATH assets eclipsing $50B this year. flexPATH is now the world’s 6th largest passive TDF manager and 7th largest blend TDF manager.

"We are honored to be selected as a finalist for the Wealthies Award in the New Product Development category," expressed Nick Della Vedova, president of flexPATH Strategies. "This reflects the hard work and dedication of the entire flexPATH Strategies team. At our core, we partner with advisors and plan sponsors to offer innovative investment solutions, and this recognition is further proof that our solutions are making a successful impact."

Now in its ninth year, the WealthManagement.com Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of judges made up of top names in the industry, led by WealthManagement.com director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced at a gala and awards ceremony in New York City on September 7th.

“The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” said David Armstrong, director of editorial strategy and operations. “They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward.”

About flexPATH Strategies

flexPATH Strategies, an industry pioneer, is dedicated to creating successful retirements for plan participants. They believe in partnering with plan sponsors and investment managers to offer superior investment solutions. With their commitment to delivering exceptional value, flexPATH Strategies provides cost-effective solutions that give participants the flexibility to choose their path to retirement.

At flexPATH Strategies, their mission is to empower participants to achieve their highest retirement savings potential. They have introduced the first custom target date solution with multiple glidepaths, management styles, and retirement dates. This innovative approach allows participants to personalize their investment path selection, ensuring it aligns with their unique goals and preferences.

They have established strong partnerships with best-in-class open architecture target date funds and standalone investment solutions. These partnerships are backed by industry-leading fund companies, further enhancing the quality and reliability of their offerings.

With a comprehensive suite of low-cost target date funds, flexPATH Strategies provides unparalleled value to participants. Their suite encompasses a range of glidepaths, management styles, and retirement dates, enabling individuals to tailor their investments to meet their specific needs.

About WealthManagement.com

WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.

To learn more about flexPATH Strategies and how they can help you navigate complex retirement challenges and achieve your financial goals, please visit their official website at flexpathstrategies.com.

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