Products & Services

A new Q&A pinpoints changes in the final fiduciary regulation.

RetirementAdvantage is now available through LPL’s Vendor Affinity Program

The tools and resources are designed to help advisers succeed in the regulatory environment created by the finalized DOL fiduciary rule.

The company has also created a retirement calculator.

 

The integration also helps streamline the enrollment process.

The new service is being offered in partnership with Envestnet Retirement Solutions.

Willis Towers Watson says delegation, i.e. turning over certain functions to a third party, isn’t a simple outsourcing solution.

T. Rowe Price has introduced three new equity funds that use a quantitative management style to select the stocks they hold. 

Candidates should focus on averting elderly poverty, health issues of the elderly and eliminating ageism, among other things, says Ken Dychtwald, CEO of Age Wave.

The Behavioral Finance Advice program combines psychology and neuroscience with traditional financial practices, according to Kaplan Financial Education and think2perform. 

The new FinLife Partners organization will offer an all-in-one approach to practice management support services for financial advisers. 

The MyRIACompliance program from RIA in a Box now includes updated compliance and automation software supporting registered investment advisers.  

Morningstar and Redtail Technology announced an agreement to add Redtail's CRM functionality to Morningstar Office for financial advisers.

Small-business’ equity is rarely as liquid, or even as valuable, as its owner expects, especially when one needs to cash it out quickly. 

A new partnership including Vertical Management Systems, Envestnet and United Retirement Plan Consultants is aimed at helping advisers streamline fiduciary, recordkeeping and compliance services through one scalable platform.

iraLogix says it is pushing forward on a web-based IRA recordkeeping services platform to extend affordable IRA options to all retirement investors, regardless of account size.

The latest update to the MoneyGuidePro software is a direct response to the Department of Labor’s final fiduciary rule. 

The new Wilshire Wealth Management Platform is powered by VestmarkONE. 

Many wealthy families avoid discussing money and inheritance, a survey finds.

The new EZ IRA retirement savings platform helps companies provide payroll-deduction IRAs to their workers.