Products & Services

Wealth Management Systems Inc. (WMSI) expands to Franklin Street.

Horizons ETFs Management (USA) LLC launched the Horizons S&P Financial Select Sector Covered Call ETF.

Paychex Inc. added Mid Atlantic Trust Company’s ModelxChange Web-based model portfolios for its retirement recordkeeping services clients.

Sustainable investing firm Calvert Investments launched an application to increase awareness around global water challenges and investment opportunities.

LPL Financial LLC added the Millennium Trust Company’s automatic rollover solution to its Worksite Financial Solutions retirement planning services platform.

The financial software developer launched The Enterprise Retirement Planner, which allows advisers to generate and distribute personalized retirement plans and produce plan sponsor scorecards.

Mercer and the Stanford Center on Longevity released the first article in a series on the challenges facing workers and employers in generating retirement income.

Three retirement research and education firms released a business diagnostics report providing guidance on how to build a successful group retirement advisory practice.

The firm added its line of Northern Focused Portfolios (NFP) to the FDx Advisors Unified Overlay Management Program platform, run by FDx Advisors.

W.E. Donoghue & Co., Inc. (WEDCO) has launched the Power Dividend Index Fund.

American Century Investments has launched a new online tool for retirement plan sponsors and advisers to better assess plan effectiveness.

Nationwide Retirement Solutions now offers comprehensive, mobile-optimized access to its public-sector retirement plan website without use of an application (app).

Custodia Financial is partnering with TSA Consulting Group, a provider of retirement plans administration services.

Advisers can help clients demystify liquid alternatives with a digital education campaign from AllianceBernstein LP.

T. Rowe Price Retirement Plan Services, Inc. has launched its Online Learning Center for participants of the retirement plans for which it provides recordkeeping.

The Principal Financial Group introduced a retirement education program designed to encourage Hispanic employees to participate more in retirement plans.

The two firms are collaborating to provide retirement plan sponsors and advisers with third-party administrator (TPA) services.

An enhanced version of BrokerCheck by the Financial Industry Regulatory Authority (FINRA) gives investors quicker access to investment professionals’ reportable events.

Fidelity Investments has expanded its line-up of short duration bond mutual funds for investors and financial advisers.

Pershing LLC, a BNY Mellon company, announced plans to launch a research-based mutual fund listing that can help advisers balance portfolios across 40 investment categories.