What’s Happening 4/9/18

Fusion Prime Longevity Fee Credit Program Clients who maintained the minimum balance requirements and are invested in Fusion Prime will receive a 5% fee credit based on the quarterly gross fee of the Fusion Prime account. This fee credit will be paid in the form of a...

What’s Happening 4/2/18

First-quarter statements First-quarter account summaries and OnTarget statements are scheduled to be delivered in the coming weeks. For those clients who have elected to receive our correspondence electronically, be sure to go to ontargetinvesting.com to verify that...