Products & Services

Mutual of Omaha’s retirement plans division has added LPL Financial’s retirement advice and education solutions to its 401(k) products.

The Insured Retirement Institute (IRI) has relaunched its IRIonline.org website.

Two-thirds of advisers lack succession plans, Fidelity Institutional Wealth Services found.

It’s National Save for Retirement Week, and ING U.S. is using the event to promote a multimedia customer education campaign ending October 26.

BNY Mellon and CIBC Mellon, the bank’s joint venture with Canadian Imperial Bank of Commerce, have merged the firms’ respective securities lending desks.

Innealta Capital has launched a new mutual fund, the Innealta Risk Based Opportunity Moderate Fund.

WealthStation CompAct is SunGard’s financial planning tool that lets advisers produce results-based, holistic financial plans quickly, simply and interactively.

A personal financial planning website shows people how they can walk through their financial lives, starting with a career in their 20s all the way through retirement.

UBS Wealth Management Americas announced plans to rebrand and relaunch its equity plan business under the moniker UBS Equity Plan Advisory Services.

Allianz Global Investors offers its web-based Target-Date Tool Set for retirement plan advisers.

AllianceBernstein now offers a non-revenue share class for a select group of mutual funds.

Principal Financial Group has released Principal SERP Select to help owners of growing businesses provide key employees a way to better prepare for retirement.

AllianceBernstein now offers a non-revenue share class for a select group of mutual funds.

Vanguard announced intentions to streamline its investment offerings by merging five funds that have similar objectives and investment strategies.

Charles Schwab added 16 exchange-traded funds (ETFs) to the Schwab ETF OneSource platform, bringing the total number of ETFs available through the platform to 121.

Touchstone Investments has launched a new alternative investment called the Touchstone Arbitrage Fund.

A program designed to help retirement plan sponsors adequately review the success of their plans has been rolled out.

MSCI Inc., a provider of investment research and decision support tools, unveiled a collection of environment, social and governance (ESG) data and related quantitative analysis tools to facilitate...

A new paper gives sponsors of defined contribution (DC) plans some guidance on evaluating glide paths for target-date funds (TDFs).

A planned expansion of approximately 200 advisers will give TIAA-CREF a total of more than 650 advisers in its individual advisory services group by the end of 2014.