Mutual

Announcements

 Update to Case Notification Emails


We’ve heard your feedback about getting too many case notification emails, and we’ve made changes to cut down the number of emails you receive.


Here’s what’s new:

  • Emailed cases: You’ll still get a confirmation email with your case number and a link to view it in the Power Portal.

  • Portal submissions: No more case creation emails, as you already have that information readily available within the Portal.

  • Case in progress: You’ll get a quick heads-up when someone at Mutual starts working on your case.

  • Need-to-know updates: We’ll only email you with important info or send a secure Portal comment if needed.

  • Case closed: You’ll receive a final update with case details and a chance to share feedback.


We believe these changes will lead to a much more streamlined and user-friendly experience by eliminating unnecessary emails


As always, thank you for your continued feedback and partnership. We’re committed to continually improving your experience with Mutual Group.

    Reminders


    Compliance Update: Please take a moment to view our latest Compliance Memo for important dates and information: 

    Advisor Compliance Memo

    Hybrid Compliance Memo


      Investment Management Services

      We've updated our Model Selection Form with new models and revised pricing. Running Oak now offers ETF models blending Equity and Fixed Income ETFs, ranging from Conservative to Growth, with varying Tax Sensitivity. Their flagship Efficient Growth Strategy anchors these models, yielding 2.9%-4.2%. Frontier has also launched it's own ETF line up and reduced fees on its ETF models available through our platform. 


      To access the latest Model Selection Form, visit the Investment Solutions page and navigate to the Paperwork section.