Fidelity Investments launched the Fidelity Advisor Event Driven Opportunities Fund for financial advisers and defined contribution plan sponsors as an investment-only option.
The Principal Financial Group is offering services with eSignature capabilities to better streamline the transfer from one retirement plan provider to another.
Investment analytics firm ClearVest opened its unified investment management platform to investors and financial advisers seeking access to alternative investments.
Community Bank System, Inc., through its subsidiary Benefit Plans Administrative Services, Inc. (BPAS), reached an agreement to acquire an actuarial and consulting practice from EBS-RMSCO, Inc.
Transamerica Retirement Solutions released a new mobile application that allows plan advisers and financial consultants to directly compare retirement plans.
Investment and consulting solutions provider AssetMark released a business assessment tool to help advisers measure practice values and identify growth opportunities.