Date:
October 22nd, 2021
What’s New at JULY 2021
You May Also Like…
JULY AI webinar — FOLLOW UP
May 27, 2026
JULY AI webinar follow up.
AI for Retirement Plan Advisors | Making It Work in Your Practice
May 27, 2026
We recently hosted a webinar on leveraging AI in retirement plan advisory practices. The response was overwhelming – advisors submitted 40+ questions spanning every aspect of AI adoption.
JULY Expands Advisor and Institutional Footprint with Chairvolotti Financial Partnership
May 11, 2026
Partnership aligns JULY’s modern recordkeeping technology and high-touch service model with Chairvolotti’s fiduciary investment expertise to give advisors a simpler, more scalable path to growing their retirement plan business.