Products & Services

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.

American Century Investments redesigns and renames large cap equity fund; Wilshire Associates Incorporated announces the launch of the Wilshire Bond Index. 

The tool shows investors how much annual retirement income their portfolio will produce.

The solution integrates offerings from five independent financial wellness providers.

According to one Fidelity executive, the key to getting customers to embrace a new service is to include them in its development. 

The three calculators for advisers to use with their participant clients are the: Paycheck Analysis, 1040 Analysis and Projections.

The personalized video and online calculator are both focused on retirement income.

The firm will hold both local events and webcasts featuring its own and outside experts.

Institutional investors are getting serious about reducing uncompensated portfolio risk, according to one investment manager, driving demand for “low volatility” and “managed volatility” strategies. 

Fidelity is launching three new low-cost index funds. 

Hartford Funds today launched a new educational program that provides advisers with insights on how to strengthen client relationships.

Working at the “only Millennial Top 10 bank” has its perks, says Yvette Butler, President of Capital One Investing—perhaps most notably the freedom to do things a little...

Two industry leaders take the big-picture view of employer-sponsored benefit programs, participant trends, and what will likely stay or change in the short and long term.

Speakers at this year’s PLANSPONSOR National Conference included the retirement leaders at Morningstar, BlackRock and John Hancock.

The money “checkup” tool asks people about their goals and reveals where they need help.

PDI aims to be a resource for analyzing Form 5500.