Products & Services

A more compelling user experience, rising use of smart devices, and access to information and market news are driving demand for financial services apps.

The Guardian Insurance & Annuity Company Inc. launched a plan participant website to help people better prepare for retirement.

Ann Schleck & Co. and ShoeFitts Marketing have teamed up to offer Voilá, a marketing and branding program for retirement plan advisers.

Marathon Retirement & Pension Consulting LLC (Marathon RPC) announced its entry into the small and mid-size retirement plan market.

Advisers have many fears when considering switching firms or going independent.

PlanServe Data Systems and Milliman Inc. have collaborated to deliver retirement plan account information via mobile applications.

State Street Global Advisors (SSgA) rolled out two exchange-traded funds (ETFs) that offer income and inflation protection.

The Prudent Practices and Prudent Practices for Investment Fiduciaries handbook series were updated by fi360 to keep current on fiduciary guidance for investment professionals.  

ADP released the ADP Plan Health Review, a tool to help plan sponsors measure the retirement readiness of their employees.

Charles Schwab brought out a dividend income-focused money management strategy from ThomasPartners for independent registered investment adviser (RIA) clients.

Natixis Global Asset Management (NGAM) enhanced tools to help retirement plan advisers manage, improve and expand their practices.

The global strategies of 300 North Capital and Willowbridge Associates were added to the Altegris Macro Strategy Fund to enhance its potential to generate absolute returns.

T. Rowe Price filed a preliminary prospectus with the Securities and Exchange Commission (SEC) to launch 11 target-date funds (TDFs).

A publication from Dechert LLP and RR Donnelley addresses advertising by registered investment advisers (RIAs) so they can keep compliant.  

Cetera Financial Group has debuted an unbundled, open architecture solution for advisers who serve as 3(21) fiduciaries to offer more customized advice to plan sponsors. 

VestmarkONE Advisor was rolled out as a solution offering flexibility and intuitive design that lets financial advisers manage all fee-based advisory accounts.

The ClearDirection 401(k), introduced by CUNA Mutual Group, offers support for plan advisers such as optional co-fiduciary options and an open architecture design. 

The Merrill Lynch Advisor Alliance program at Lincoln Financial Group has been expanded to include a group variable annuity and an enhanced net asset value-based program. 

Jefferson National added seven funds designed to meet the needs of registered investment advisers (RIAs) and fee-based advisers. 

Mesirow Financial and RPG Consultants announced an alliance for 3(38) fiduciary services.