Snowden Lane Joins PRI

The Pension Resource Institute, LLC announced Jan. 6 it has added Snowden Capital Advisors, LLC (d.b.a. Snowden Lane Partners), a New York-based investment advisor, and Snowden Account Services, Inc. its affiliated broker-dealer. PRI will provide compliance consulting, training and technology-based resources to facilitate sustainable growth for Snowden Lane’s retirement plan-focused advisors.

“PRI is excited to have the opportunity to assist the boutique wealth advisory firm as it continues to build out a competitive and compliant platform for its advisors,” said Jason C. Roberts, ERISA attorney and Chief Executive of PRI. “The retirement regulatory landscape has shifted dramatically in recent years — presenting challenges to both advisors and their plan sponsor clients. These challenges can create opportunities to differentiate by serving clients more holistically, but you have to understand the rules and have the resources to support and supervise more expansive retirement plan services.”

More than 40 firms now subscribe to PRI’s RetirementAdvantage program, bringing the total number of advisors supported by the firm to more than 40,000.