‘Decumulation’: The Problem May Be Even Tougher Than You Or Your Clients Understand


This article was originally posted on FinancialAdvisorIQ on October 10, 2017.

Helping preserve a...

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Retiree needs spur digital platform launches


Helping retirees manage their finances is fast becoming another niche for digital planners, and a...

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RetireUpPro Offers Real-Time Income Planning


RetireUpPro originated as a response to the Labor Department’s fiduciary rule

This article was...

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Two Tech Vendors Create End-to-End, DOL-Compliant Retirement Planning System


RetireUpPro is designed to help firms comply with the Department of Labor’s fiduciary rule.


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RetireUp and RepPro Partner to Launch RetireUpPro


October 3, 2017 (CHICAGO, IL) RetireUp, a retirement planning software for financial advisors,...

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Forbes Selects RetireUp for "Fintech Tools That Can Change The World Of Finance"


Forbes' Finance Council selected RetireUp as one of their top picks for innovative firms changing...

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Annexus Ventures Announces Plan for End-to-End DOL Platform – RetireUpPro


The First DOL Solution to Include Fixed Indexed Annuities

SCOTTSDALE, Ariz., Dec. 05, 2016 –...

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Annexus Ventures Announces First Strategic Investment in RetireUp


Investment Targets Rapid Expansion of Financial Services Technology

SCOTTSDALE, Ariz., 11/08/2016 –...

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Annexus Ventures Closes Strategic Investment in FinTech Firm RepPro


Investment Targets Smart Digital Application Market Leader

SCOTTSDALE, Ariz., 11/14/2016 – Annexus...

Read More RetireUp Creating Compelling Retirement Income Discussions


Financial Advisor Magazine ( recently sat down with Michael Roth, Chief...

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InvestmentNews: RetireUp drags and drops annuities into retirement income planning


InvestmentNews recently sat down with RetireUp CEO Dan Santner to discuss the future of interactive...

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