Products & Services

Hartford Funds says it has entered into a preliminary agreement with Navigate Fund Solutions LLC to support the launch of a new family of NextShares exchange-traded managed funds.

Alliance Benefit Group-Illinois is now providing Dave Ramsey's SmartDollar financial counseling program to 401(k), 403(b) and 457(b) retirement plan participants.

Schwab Intelligent Technologies signed agreements with Orion Advisor Services and Redtail Technology to establish additional technology integrations benefiting registered investment advisers.

A new 403(b)(7) managed account solution launched by Redhawk Wealth Advisers is designed to help financial advisers prospect and service K-12 and higher education retirement plans.

A new retirement income investment option from Voya Financial and AllianceBernstein seeks to deliver a sustainable lifetime income strategy for participants in large 401(k) plans.

Two research studies from Strategic Insight offer guidance to gaining market share in the 529 college savings plan industry.

Greenspring Wealth Management has launched the Target Date (k)larity evaluation tool, aimed at supporting the fiduciary needs of retirement plan sponsors and participants.

Dave Ramsey’s SmartDollar takes a holistic approach to retirement education, focusing on behavior and teaching people the basics:...

Merrill Lynch Clear has announced the roll-out of products enabling clients to better prepare for and live comfortably in retirement.

A new fiduciary certification workshop by the Centre for Fiduciary Excellence will be offered free at the Santa Monica office of Dimensional Fund Advisors LP.

Lockton Affinity announced it has selected Beazley Syndicates at Lloyd’s of London as the professional underwriting carrier for its national registered investment adviser (RIA) liability program.

Merrill Lynch and the University of Southern California Leonard Davis School of Gerontology announced a training program that provides insight into the opportunities and challenges of increasing longevity.

Boutique investment advisory and consulting firm Cafaro Greenleaf has launched ERISA 3(21) and 3(38) investment fiduciary services in response to strong demand.

The launch of ERISApedia.com provides retirement plan sponsors, administrators, attorneys and advisers with easy access to compliance information and important retirement industry materials.

With plans for a new exchange-traded fund platform branded under New York Life’s MainStay Investments business, one investment solutions provider says it’s time to double down on ETF...

Mercer announced the release of informational booklets providing updated guidance about Social Security and Medicare for 2015.

Fidelity Investments reached an agreement to acquire wealth planning software company eMoney Advisor.

Veo One, TD Ameritrade’s adviser platform, offers a single sign-on adviser command center that lets advisers access and manage all tools and applications from one platform.

An educational video series by the Stable Value Investment Association has been released, advising investors and financial professionals about stable value funds.

Pershing rolled out the Retirement Plan Network, which aims to help broker/dealers, investment advisers and registered investment advisers (RIAs) expand their retirement business.