Products & Services

More than 60 new global equity indexes introduced by Morningstar provide benchmarking tools that reflect the performance of equity markets worldwide.

The Boston Company Asset Management unveiled two new strategies for institutional investors in the areas of...

Omniscient Enterprise Advisor, a platform designed to help financial advisers and registered independent advisers (RIAs) expand and scale their businesses, was introduced by Omni Alliance Inc.

Society of Actuaries mortality tables are not required to be used by defined benefit plans, and there may be something better.

The Financial Planning Association and LifeCare unveiled a partnership aimed at providing financial education to millions...

HighTower is expanding its technology platform through a partnership with Envestnet | Retirement Solutions.

In partnership with Hand Benefits & Trust Company, Legg Mason introduced 401(k) Roadmap Funds, a series of nine target-date collective investment funds (CIFs).

Wells Fargo’s Wealth, Brokerage and Retirement division launched the Wells Fargo Investment Institute, combining teams from its four lines of business to create a single group.

Legal & General Investment Management America unveiled a new U.S. index fund management business.

LearnVest content and financial wellness support are now available for many advisers working with Fidelity Institutional, along with expanded options for digitizing client support and advice.

The Multi-Asset Income Fund from American Century Investments aims to provide sustainable monthly income from a diversified mix of domestic and foreign fixed-income and equity investments.

Securian’s Social Security Timing calculator enables advisers to compute the amount of income couples forego by claiming early.

Now available on more than 20 retirement plan platforms, the Edge Collective Fund Series brings financial wellness services to plan participants directly through the investment menu.

The Plan Sponsor Council of America (PSCA) re-launched its online ERISA Fiduciary Training Program.

In an effort to streamline communications and further enhance existing security measures, TriStar Pension Consulting has implemented Plan Sponsor Link’s new secure web portal.

The retirement plans division of Ameritas Life Insurance Corp. expanded the investment options available within its retirement plans products by adding 32 new funds.

Cetera Financial Group introduced the Advanced Planning Group, a specialist support team equipping the firm's top advisers with advanced legal, tax, accounting and insurance resources.

A new tool from Franklin Templeton Investments helps financial advisers as they guide clients through important decisions around the timing of Social Security benefits.

The availability of in-plan lifetime income improves participant satisfaction, confidence and outcomes due to better long-term investing behaviors, according to a white paper from Prudential.

The Legg Mason BW Dynamic Large Cap Value Fund utilizes a dynamic shifting tool and a proprietary quantitative strategy.