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FuturePlan by Ascensus Appoints Scott Dozier as Vice President, Sales Consultant to Support Growth in Greater Houston and Louisiana

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Experienced financial services professional to expand advisor partnerships in Houston through FuturePlan’s independent, client-focused approach

DRESHER, Pa., June 8, 2026 /PRNewswire/ — FuturePlan by Ascensus, a leading retirement solutions partner dedicated to helping advisors, recordkeepers, and plan sponsors deliver better outcomes for savers, today announced the appointment of Scott Dozier as Vice President, Sales Consultant. Dozier will support advisors, business owners, and partners across the Houston, Texas market, further strengthening FuturePlan’s presence in a key growth region.

With more than 14 years of experience in the financial services industry, Dozier brings a strong track record of collaborating with financial advisors, recordkeeping partners, and business owners to develop strategic retirement plan solutions. Dozier holds a Bachelor of Business Administration in Accounting and Finance from the University of Houston and will play a key role in expanding FuturePlan’s advisor relationships throughout Texas.

“Scott brings a strong understanding of how to connect plan design with the evolving needs of advisors and business owners,” said Kasey Price, President of FuturePlan. “His ability to build meaningful partnerships and deliver practical, results-oriented solutions reflects the way we approach the market, especially in the Greater Houston and Louisiana markets. At FuturePlan, our structure allows us to operate with independence and clarity—giving advisors confidence that recommendations are grounded in expertise, not constraints. Scott’s addition further strengthens our ability to support advisors with flexible, thoughtfully designed retirement strategies that drive better outcomes.”

FuturePlan combines the strength and resources of Ascensus with a distinct operating model that preserves its independence. This structure allows FuturePlan to provide objective, flexible plan design and consulting services centered entirely on the needs of advisors and their clients.

Dozier’s appointment underscores FuturePlan’s continued investment in experienced talent and its commitment to delivering personalized, independent retirement plan solutions across all markets.

About FuturePlan by Ascensus

FuturePlan is a leading retirement solutions partner delivering plan design, administration, and compliance services that help employers, advisors, and participants achieve better retirement outcomes.

Backed by Ascensus, the engine at the center of America’s savings ecosystem, FuturePlan brings more than 45 years of experience in retirement plan service and administration. The company supports more than 33,800 plan sponsors, represents more than $101 billion in assets under administration, and is powered by more than 1,500 skilled team members, including one of the industry’s largest in-house ERISA teams.

We partner closely with financial advisors, recordkeepers, and payroll providers to deliver tailored retirement plan solutions across plan design, cash balance and defined benefit services, 3(16) fiduciary support, non-qualified plans, MEPs/PEPs, and solo plans.

Our unique approach to plan management makes us a true category-of-one provider—by being your trusted partner delivering tailored outcomes with an ease of experience. For more information, visit futureplan.com.

About Ascensus
Ascensus is the engine at the center of America’s savings ecosystem. The company makes saving easier by bringing together intuitive technology, AI, and high-touch service that supports better financial outcomes for savers, small- to mid-sized businesses, state governments, and leading corporations and financial institutions. Ascensus offers comprehensive qualified and nonqualified retirement plan solutions, third-party retirement plan administration, 529 education and ABLE savings program administration, corporate- and bank-owned life insurance solutions, as well as fiduciary and total rewards services. The company supports over 16 million savers, oversees $913+ billion dollars in assets under administration, and employs more than 5,000 associates as of March 31, 2026. For more information, visit ascensus.com.

CONTACT:
Greg Winter
SVP Corporate Communications
Gregory.Winter@ascensus.com

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SMArtX Advisory Solutions Releases Q2 2026 Select List

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WEST PALM BEACH, Fla., June 8, 2026 /PRNewswire/ — SMArtX Advisory Solutions, a leader in managed account technology, today announced the release of its Q2 2026 Select List. This quarter’s list reflects an analysis of strategies that have shown exceptional ability to navigate a diverse market environment.

The SMArtX Select List is the product of a proprietary quantitatively driven screening process designed to identify strategies that have the highest probability of generating excess return over an assigned benchmark per unit of downside risk. The Select List employs four quantitative metrics to assess strategies, including Excess Return, Risk/Return Asymmetry, Active Tail Risk, and Return Consistency.

“Advisors and their clients need an unbiased framework to review and identify investment products that are likely to increase the chances of capturing strong risk adjusted returns into the future. The select list is designed to be that solution.” Pascal Roduit, Chief Investment Strategist.

Q2 2026 Select List Highlights

The Q2 2026 Select List features 49 strategies earning Gold status and 60 strategies receiving Silver status across 33 categories. This curated list of 109 strategies this quarter acts as a vital tool for advisors, simplifying the selection process from the expansive universe of over 2,500 strategies offered on the SMArtX platform.

The complete Q2 2026 Select List is now available and can be accessed here. Download Select List

About SMArtX Advisory Solutions

SMArtX Advisory Solutions delivers award-winning UMA technology through an API-first, cloud-native platform with modular, microservices architecture. Serving RIAs, asset managers, custodians, and FinTech firms, SMArtX automates trading, billing, and investment distribution. Available as standalone or integrated solutions, our scalable technology optimizes operations, drives growth, and modernizes managed accounts infrastructure.

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Meir Ben-Shabbat Joins American Global Strategies as a Senior Advisor

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WASHINGTON, June 8, 2026 /PRNewswire/ — Today, American Global Strategies LLC announced that Meir Ben-Shabbat, former National Security Advisor and Head of the National Security Council of Israel, has joined the firm as a Senior Advisor.

Mr. Ben-Shabbat brings decades of national security, intelligence, counterterrorism, cyber, and regional policy experience to AGS. He will advise clients on Middle East strategy, Israel-related security and policy issues, counterterrorism, intelligence-related risk, and the strategic implications of regional diplomatic and security developments.

Mr. Ben-Shabbat served as Israel’s National Security Advisor and Head of the National Security Council from 2017 to 2021. In that role, he played a key part in the Abraham Accords, the U.S.-brokered normalization agreements between Israel and several Arab states, and served as a senior adviser to the Prime Minister and Government of Israel on national security matters.

Prior to his service as National Security Advisor, Mr. Ben-Shabbat served for 30 years in the Israel Security Agency, also known as the Shin Bet. During his career, he held senior leadership roles across the agency, including heading its Counter-Terrorism, Research, and Policy Division, its SIGINT and Cyber Division, and its Southern Command, where he was responsible for the Gaza Strip and Southern Israel sector.

Mr. Ben-Shabbat currently serves as Head of the Misgav Institute for National Security in Israel. He previously served as a director at RAFAEL Advanced Defense Systems and on the advisory board of the SIBF venture capital fund. He also serves on advisory boards for public bodies in Israel focused on management and leadership.

“Meir Ben-Shabbat is one of Israel’s most respected national security professionals, with deep experience across intelligence, counterterrorism, cyber, and regional diplomacy,” said Ambassador Robert C. O’Brien, AGS Chairman. “His leadership during the Abraham Accords process, combined with his decades of service in Israel’s security establishment, will add important perspective for AGS clients on the Middle East, U.S.-Israel relations, and the strategic challenges shaping today’s security environment.”

Said AGS CEO Alexander Gray, “AGS has brought together, under one roof, former national security advisors to three of the most consequential leaders of our time. President Donald J. Trump, the late Prime Minister Shinzo Abe, and Prime Minister Benjamin Netanyahu each relied on the counsel of Robert O’Brien, Shigeru Kitamura, and Meir Ben-Shabbat as they led their nations through critical periods. AGS can now make that rare combination of experience, judgment, and strategic insight available to the CEOs of the world’s leading companies.”

“I am proud to once again work alongside Ambassador O’Brien and this outstanding group of leaders, whose experience, creativity, and judgment span the full range of national security challenges,” said Meir Ben-Shabbat. “I believe this partnership can help address the challenges of today and tomorrow, and contribute to solutions that advance a safer and more prosperous world.”

Mr. Ben-Shabbat was awarded the U.S. Department of Defense Medal for Distinguished Public Service.

American Global Strategies LLC is a premier strategic advisory firm founded by former National Security Advisor Robert C. O’Brien and former National Security Council Chief of Staff Alexander B. Gray. The staff is composed of professionals who have served at the White House, State, Treasury, Commerce, USTR, the Pentagon, and on Capitol Hill. The firm’s primary office is in Washington, D.C.

Visit us at https://americanglobalstrategies.com/

For press inquiries, please reach out to AGSInfo@americanglobalstrategies.com

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VanEck Model Portfolios Now Available on Amplify Platform

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New partnership provides Amplify Platform advisors access to VanEck’s multi-asset model portfolios, strategies that combine active insights with diversified exposure across equities, fixed income, real assets and digital assets.

NEW YORK, June 8, 2026 /PRNewswire/ — VanEck today announced that a suite of its ETF model portfolios is now available through Amplify Platform, the AI-native growth platform purpose-built for financial advisors and enterprise firms building a signature experience. The partnership marks VanEck’s first model portfolio integration with the Amplify platform and more evidence of Amplify’s continuing commitment to deliver institutional-quality investment solutions to its advisor community.

The VanEck model portfolios now available through Amplify’s Product Marketplace include:

Real Assets Portfolio: A dynamic strategy that allocates across key inflation-fighting asset segments, including commodities, natural resource equities, gold, REITs, MLPs and infrastructure. The portfolio uses a rules-based, data-driven process to adjust exposures across real asset sectors, providing advisors a timely tool for positioning portfolios amid heightened geopolitical uncertainty and persistent inflationary pressures.

Wealth Builder Core Portfolios (Conservative, Moderate, and Aggressive): Core multi-asset allocation strategies providing exposure to equities and fixed income, with a strategic allocation to real assets. Offered across three risk profiles, the portfolios blend active and passive security selection within a systematic framework, with opportunistic rebalancing designed to maintain diversification and manage risk across market environments. The Core suite offers a streamlined solution for clients seeking broad exposure.

Wealth Builder Plus Portfolios (Conservative, Moderate, and Aggressive): Expanded core allocation strategies that build on the Core portfolios by incorporating digital assets alongside equities, fixed income and real assets. Also offered across three risk profiles, the Plus portfolios combine active and passive security selection within a systematic, opportunistically rebalanced framework. This suite is designed for clients seeking enhanced return potential and broader diversification through digital asset inclusion. 

Select Opportunities Portfolio: An equity-focused, high-conviction strategy that draws on VanEck’s top investment ideas across asset classes, sectors, geographies and risk factors to pursue capital appreciation within a risk-managed framework.

These model portfolios have historically demonstrated competitive performance relative to their respective benchmarks since inception1, as detailed in the model fact sheets at VanEck’s Model Portfolios Center.

Built on an open-architecture framework that includes both VanEck and third-party ETFs, the portfolios are designed to deliver broad, diversified exposure while giving advisors flexibility to align allocations to varying client objectives and risk profiles. The models are managed by VanEck’s Multi-Asset Solutions (MAS) team, led by David Schassler, Head of Multi-Asset Solutions and Portfolio Manager, whose data-driven approach underpins the firm’s asset allocation strategies and model portfolio construction.

“We’re excited to bring access to our model portfolios to Amplify’s growing advisor platform,” said Kol Estreicher, Head of RIA Channel at VanEck. “These strategies go beyond traditional core allocations, equipping advisors with diversified exposures across real assets positioned for today’s geopolitical environment, thematic exposures like AI and nuclear energy, and digital assets, all within a framework that is designed to seek opportunities across market environments, not just manage downside risk.”

“This addition reflects what the Amplify Product Marketplace is built to do: give RIAs and wealth platforms streamlined access to differentiated, professionally managed strategies they can implement with confidence — outsourcing portfolio construction, trading, and rebalancing while keeping the client relationship at the center,” said Aaron Brodt, Amplify Co-Founder.2

For more information about VanEck’s model portfolios, visit vaneck.com/model-portfolios. Financial advisors interested in accessing VanEck models on Amplify can contact their VanEck or Amplify representative.

1 Please see VanEck’s model Portfolio Center for complete performance information. Past performance is no guarantee of future results. Benchmark comparisons are for illustrative purposes only. Not all portfolios outperformed their benchmarks in all periods. Individual results will vary.

2 Aaron Brodt is Co-Founder of Amplify Technology, LLC, which has entered into a distribution agreement with VanEck pursuant to which Amplify makes VanEck model portfolios available through its Product Marketplace. Due to this commercial relationship, Mr. Brodt and/or Amplify may have a financial interest in the promotion of VanEck’s model portfolios. This statement reflects Mr. Brodt’s views and not those of VanEck or its employees.

About VanEck
VanEck has a history of looking beyond the financial markets to identify trends that are likely to create impactful investment opportunities. We were one of the first U.S. asset managers to offer investors access to international markets. This set the tone for the firm’s drive to identify asset classes and trends – including gold investing in 1968, emerging markets in 1993, and exchange traded funds in 2006 – that subsequently shaped the investment management industry.

Today, VanEck offers active and passive strategies with compelling exposures supported by well-designed investment processes. As of April 30, 2026, VanEck managed approximately $224.7 billion in assets, including mutual funds, ETFs and institutional accounts. The firm’s capabilities range from core investment opportunities to more specialized exposures to enhance portfolio diversification. Our actively managed strategies are fueled by in-depth, bottom-up research and security selection from portfolio managers with direct experience in the sectors and regions in which they invest. Investability, liquidity, diversity, and transparency are key to the experienced decision-making around market and index selection underlying VanEck’s passive strategies.

Since our founding in 1955, putting our clients’ interests first, in all market environments, has been at the heart of the firm’s mission.

About Amplify
Amplify is the first enterprise growth platform built on an AI-native data lake. It was engineered to unify data, deliver actionable insights, and automate workflows. The platform combines a customizable chassis with experienced integration consultants and a hands-on support team to provide an integrated, scalable solution for RIAs, broker-dealers/OSJs, TAMPs, and multi-family offices. Amplify is a holistic platform that provides seamless digital capabilities for client onboarding, an institutional model marketplace, true UMA trading, client lifecycle tracking, integrated surveillance, billing, analytics, and reporting. Intuitive dashboarding for all firm stakeholders is driven through visibility funnels that provide clarity across daily business functions. Amplify’s cloud-based, multi-custodial framework makes it ideal for growth-minded wealth management enterprises. Amplify Technology, LLC delivers technology solutions to support wealth management firms and does not provide investment advisory services. Amplify is headquartered in Scottsdale, Arizona. To learn more, visit amplifyplatform.com.

General Disclosures
This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned are unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the author(s), but not necessarily those of VanEck or its other employees.

The models are not mutual funds or other types of securities and will not be registered with the Securities and Exchange Commission as investment companies under the Investment Company Act of 1940, as amended, and no units or shares of the models will be registered under the Securities Act of 1933, as amended, nor will they be registered with any state securities regulator. Accordingly, the models are not subject to compliance with the requirements of such acts.

All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future results.

Model Portfolio information is designed to be used by financial advisors solely as an educational resource, along with other potential resources advisors may consider, providing services to their end clients. VanEck’s Model Portfolios and related content are for information only and are not intended to provide, and should not be relied on for, tax, legal, accounting, investment or financial planning advice by VanEck, nor should any VanEck Model Portfolio information be considered or relied upon as investment advice or as a recommendation from VanEck, including regarding the use or suitability of any VanEck Model Portfolio, any particular security or any particular strategy. In providing VanEck Model Portfolio information, VanEck is not acting and has not agreed to act in an investment advisory, fiduciary or quasi-fiduciary capacity to any advisor or end client, and has no responsibility in connection therewith, and is not providing individualized investment advice to any advisor or end client, including based on or tailored to the circumstance of any advisor or end client. The Model Portfolio information is provided “as is,” without warranty of any kind, express or implied. VanEck is not responsible for determining the securities to be purchased, held and/or sold for any advisor or end client accounts, nor is VanEck responsible for determining the suitability or appropriateness of a Model Portfolio or any securities included therein for any third party, including end clients. Advisors are solely responsible for making investment recommendations and/or decisions with respect to an end client, and should consider the end client’s individual financial circumstances, investment time frame, risk tolerance level and investment goals in determining the appropriateness of a particular investment or strategy, without input from VanEck. VanEck does not have investment discretion and does not place trade orders for any end client accounts. Information and other marketing materials provided to you by VanEck concerning a Model Portfolio—including allocations, performance and other characteristics—may not be indicative of an end client’s actual experience from investing in one or more of the funds included in a Model Portfolio. Using an asset allocation strategy does not ensure a profit or protect against loss, and diversification does not eliminate the risk of experiencing investment losses. There is no assurance that investing in accordance with a Model Portfolio’s allocations will provide positive performance over any period. Any content or information included in or related to a VanEck Model Portfolio, including descriptions, allocations, data, fund details and disclosures are subject to change and may not be altered by an advisor or other third party in any way.

All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future results.

© Van Eck Associates Corporation
666 Third Avenue, New York, NY 10017
Phone: 800.826.2333
Email: info@vaneck.com

Amplify Technology, LLC (“Amplify”) delivers an AI-native, enterprise-level platform that unifies data, automates workflows, and equips financial professionals with powerful business intelligence tools. Amplify is not an investment adviser and does not provide investment, legal, or tax advice. All illustrations, examples, and statements are for informational and educational purposes only and do not guarantee future outcomes or performance.

FOR FINANCIAL INTERMEDIARY USE ONLY

Media Contact
Ryan Graham
JConnelly
rgraham@jconnelly.com
862-777-4274

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