Products & Services

Guide Financial, a provider of software solutions for advisory firms and financial institutions, has launched a new investment analytics and portfolio builder program.

Four new tablet-friendly retirement readiness modeling tools from Wealth Management Systems Inc. (WMSI) help users set and track retirement savings goals based on projected income needs.

LPL Financial LLC has launched its new Worksite Financial Solutions website to help employees gain confidence in their financial future.

LPL Financial LLC has partnered with financial technology firm Redtail Technology, Inc. to revamp LPL’s customer relationship management (CRM) platform and enhance the firm’s core technology offerings.

Retirement Revolution, a provider of retirement planning and investment platforms, has added AdviceIQ’s digital branding and database services to its suite of financial adviser tools.

Pacific Life is expanding its retirement plan offerings and making it easier for financial advisers to offer mutual fund solutions for employer-sponsored 403(b)(7) plans.

Omyen Corp, a financial planning technology company, has updated and expanded its suite of digital Social Security planning tools for financial advisers.

The Principal Financial Group introduced a new life insurance option designed to help financial advisers solve challenging coverage questions for business owners and other clients.

Wilshire Associates Incorporated announced the launch of two indices designed to provide insight into an investment category that is difficult to benchmark—liquid alternatives.

Cambridge Associates signed an agreement to use RiskFirst’s PFaroe risk analytics platform, which allows clients to evaluate specific asset and liability risks within complex investment portfolios.

The Guardian Insurance & Annuity Company, Inc. (GIAC) released a new tool to help financial professionals mitigate fiduciary risk for their plan sponsor clients.

A recently introduced mutual fund from Pacific Life Funds offers a simplified approach to alternatives investing, with the goal of increasing overall portfolio diversification.

Matrix Financial Solutions, Inc. announced that Southwest Securities and Summit Brokerage Services have implemented its broker/dealer platform.

American Century Emerging Markets Debt, American Century Strategic Income and American Century Short Duration Strategic Income were rolled out by American Century Investments.

Plan advisers have an important role to plan in helping sponsors consider their options while choosing a third-party administrator (TPA).

Alliance Benefit Group (ABG) has launched a new partnership with Hueler Income Solutions to expand participant access to institutionally priced lifetime income products.

Voya Financial, Inc.’s retirement solutions business has launched myOrangeMoney, an online retirement planning portal that helps participants manage their accounts and plan for their unique financial future.

The Seeyond Multi-Asset Allocation Fund from Natixis Global Asset Management (NGAM) invests in stocks, bonds and volatility as an asset class.

Russell Investments announced several updates to its Economic Indicators Dashboard, an analysis tool used by financial advisers to have informed conversations with clients about the U.S. economy.

Schwab Intelligent Technologies reached an agreement with Morningstar, Inc. through which the investment research provider will participate in the Schwab OpenView Gateway technology platform.