Investment Solutions. Ready When You Are. Regions Bank Introduces InvestPath Digital Advisor
07 Giugno 2022 - 3:00PM
Business Wire
InvestPath digital advisor makes investing simpler and more
accessible for clients at all stages of building wealth.
Regions Bank on Tuesday announced the launch of InvestPathTM, a
digital advisor from Regions Investment Solutions that gives new,
emerging, and experienced investors an intuitive and cost-effective
online option for building and managing their portfolios while
receiving personalized support.
This press release features multimedia. View
the full release here:
https://www.businesswire.com/news/home/20220607005450/en/
InvestPath offers clients a hybrid
approach to investing that blends the convenience of technology
with the experience and insights of Regions Investment Solutions
financial advisors. (Photo: Business Wire)
InvestPath offers clients a hybrid approach to investing that
blends the convenience of technology with the experience and
insights of Regions Investment Solutions financial advisors. An
InvestPath account may be opened with a low minimum investment of
$5,000 and offers a straightforward annual fee of 0.70%. A Regions
Investment Solutions financial advisor is assigned to every account
– a key differentiator for InvestPath clients – and these advisors
are available to work with clients on financial planning and
investment strategies to help reach their goals.
“Many people are interested in investing, but they may not feel
confident in building their portfolio, or they are unsure of how to
get started. InvestPath is a practical solution, both for the
emerging investor as well as current investors, who want to balance
the convenience of technology with the personalized guidance of a
financial advisor,” said Jim Nonnengard, head of Regions Investment
Services. “We often tell our clients that the time to begin
planning your financial future is now – even if you are years away
from retirement or major life events like sending a child to
college, buying a new home, or other goals. InvestPath further
enables our financial advisors to offer a seamless customer
experience to support our clients’ financial goals at all stages of
life.”
As a client sets up an InvestPath account, they select their
risk preferences, timelines, personal goals, and more. InvestPath
will recommend one of five established asset allocation models
based on the client’s financial goals, risk tolerance, and
investment preferences. Portfolios leverage low-cost Exchange
Traded Funds (ETFs) to gain desired exposures and create
diversification.
InvestPath’s digital platform gives clients 24/7 access to their
investments with the ability to review positions, access
statements, and understand their full financial picture. Clients
can open and access their InvestPath account via Regions Online
Banking or by connecting with a Regions Investment Solutions
financial advisor.
“Convenience and customization are key drivers in the innovation
of our new digital advisor solution,” said Bill Ritter, head of
Regions Wealth Management. “InvestPath allows our Wealth Management
team to continue providing a best-in-class experience based on
individual clients’ preferences. This is another important way we
are deepening relationships with current clients while also
welcoming new clients who can benefit from diversified financial
strategies and more options to help them reach their investment
goals.”
To see InvestPath at work, a video overview is available at this
link. Additional information on InvestPath is also available
through this link on Regions.com.
Regions Investment Solutions offers comprehensive investment
services at Regions Bank locations through a network of 250
financial advisors serving more than 1,200 Regions branches across
the bank’s retail footprint in the South, Midwest, and Texas.
About Regions Financial Corporation
Regions Financial Corporation (NYSE:RF), with $164 billion in
assets, is a member of the S&P 500 Index and is one of the
nation’s largest full-service providers of consumer and commercial
banking, wealth management, and mortgage products and services.
Regions serves customers across the South, Midwest, and Texas, and
through its subsidiary, Regions Bank, operates approximately 1,300
banking offices and more than 2,000 ATMs. Regions Bank is an Equal
Housing Lender and Member FDIC. Additional information about
Regions and its full line of products and services can be found at
www.regions.com.
Regions Investment Solutions is a marketing name of Cetera
Investment Services. Securities and insurance products are offered
through Cetera Investment Services LLC (doing insurance business in
CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory
services are offered through Cetera Investment Advisers LLC.
Neither firm is affiliated with the financial institution where
investment services are offered. InvestPath™ is a trademark of
Cetera Investment Services, LLC. A diversified portfolio does not
assure a profit or protect against loss in a declining market.
Individuals affiliated with Cetera firms are either Registered
Representatives who offer only brokerage services and receive
transaction-based compensation (commissions), Investment Adviser
Representatives who offer only investment advisory services and
receive fees based on assets, or both Registered Representatives
and Investment Adviser Representatives, who can offer both types of
services.
Investment products are not FDIC insured, are not bank
guaranteed, are not deposits, are not insured by any government
entity, are not a condition of any banking activity, and may lose
value.
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Jeremy D. King Regions Bank (205) 264-4551
Regions News Online: regions.doingmoretoday.com Regions News on
Twitter: @RegionsNews
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