Products & Services

The application puts retirement savings goals front and center.

 

OppenheimerFunds created the CEO Advisor Institute to help financial professionals “run their businesses like world-class CEOs and engage their clients as trusted global advisers.”

CUNA Mutual Retirement Solutions has introduced an enhanced service model, dubbed ClearDirection Plan Management.

From planning for health care expenses to addressing longevity and market risks, Baby Boomers are in need of help.

Jefferson National is teaming up with Cetera Financial Group to supply a new tax-advantaged annuity investing solution.

Nobody really likes to think about the negative aspects of aging, but advisers have a legal obligation to pursue the long-term financial good of their clients.

Milliman unveiled the latest in a series of website enhancements for its defined contribution clients and their plan participants. 

Autopilot for Retirement Plans, a new product from Riskalyze, is billed as a “solution that advisers can use to match hundreds of participants with the right fund elections...

The partnership is aimed at developing a program that “sets a new standard in fiduciary education and best practices.”

The paper from the DCIIA also presents a roadmap for implementing automatic plan features over time.

It’s not just investment gurus and behavioral scientists who have big ideas about helping individuals and institutions prepare for the financial future. 

The company says leading by example in helping employees achieve financial goals is "the right thing to do."

John Hancock Investments enacts expense reductions in TDF suite; Defined Contribution Real Estate Council publishes investing checklist for plans; Morningstar introduces new global risk model; Global Retirement Partners teams...

The independent broker/dealer network is making a team of technology experts available to help advisers utilize new client service and practice management technology platforms.

According to LIMRA LOMA Secure Retirement Institute, nearly three in four DC plan providers believe they will need to train their employees about the new DOL fiduciary rule. 

MyVest offers wealth management technology.

Horizon investments updates goals-based strategy; Fidelity lowers investment expenses on 27 index mutual funds and ETFs. 

ETFs are inexpensive, have no sales or service fees, and no surrender penalties, so, considering the DOL conflict of interest regulations, it would seem they would become popular,...

The new adviser support tools from Advicent are aimed at helping firms respond to the Department of Labor’s fiduciary rulemaking. 

The new additions expand the geographic presence of the platform.