linkedFA, a social networking service for financial professionals, has partnered with LiveOffice to enable preapproval and archiving of social media posts and RSS feeds.
The Principal Variable Universal Life Income II aims to help owners address both a desire to growth their business and business stability, the company said.
The Synergy Companies, Inc., a professional employer and human capital management services organization, has selected Ascensus for its 401(k) retirement plan needs.
CUNA Mutual Group has teamed up with Madison Asset Management to reengineer its Ultra Series Target Retirement Date Funds to support an outcome-based retirement planning model.
Earlier this year, AUL Retirement Services introduced a revised annual plan review for its clients and expanded the customization options for retirement plan advisers.
Commonwealth Financial Network has released Commonwealth CRM 4.0, the latest version of the independent broker/dealer and registered investment adviser (RIA)’s proprietary contact management system.
Genworth Financial Wealth Management (GFWM), a division of Genworth Financial, Inc., said advisers on its platform will now have the option to custody with Pershing Advisor Solutions.
Synapses Inc., a provider of 401(k) education, products, and services, is supplying its Sponsor Profile tool to Madison, Wisconsin-based CUNA Mutual Group for use with CUNA’s 401(k) clients.