Products & Services

Advisor Launchpad is now part of the LPL Vendor Affinity Program.

Franklin Templeton launched a flexible alpha bond fund; Morningstar announced new ESG tracking and reporting capabilities ; and American Century started a new alternative investment brand.

The company launched a short-term bond index fund and expanded its suite of responsible investment funds.

The firm encourages families to seek out financial aid rather than rely on student loans.

"By being able to register directly, Legacy 401k is able to provide our clients with the highest level of service," says Patrick Stuhr.

The Cambridge Retirement Center has been streamlined for easy use by advisers.

The program enables people to become Certified Financial Education Instructors.

The purpose of the revision is to provide more specificity concerning the data to be shared between providers.

A solution from eVestment offers insights into market-moving investment trends of large institutional investors.

Retiremap is now part of LPL’s Vendor Affinity Program

Small-plan clients can now receive fiduciary investment advice at a “frugal” price, says Frugal Financial Retirement Plan Services.

The company’s suite of institutional retirement planning solutions will be offered to 401(k) plans recordkept by Wells Fargo.

A new website offers remote access to rollover tools and resources from Millennium Trust. 

Advisers can add value for their plan sponsor clients by strategizing the participant account drawdown process.

A retirement planning management system provides education and guidance to positively influence the savings behaviors of plan participants in smaller companies.

Updated sales and compliance support capabilities from ProcessUnity now link directly with Salesforce.

R6 shares offer retirement investors a lower expense ratio than current institutional share classes from Goldman Sachs Asset Management.

One key to better engagement in the retirement savings effort is improving knowledge about how assets and liabilities accumulate, according to financial technology provider SmartAsset.

ERISA dictates a list of best-interest requirements when managing terminated plan participants.

HelloWallet will become part of the Total Retirement Solutions platform in the fourth quarter.