Products & Services

LPL Financial is putting its affiliated advisers on an inside track to mine consumer prospects via SmartAsset’s digital platform and connection service.

The partnership offers adviser managed accounts, an application programming interface (API) to provide personalized participant advice and a library of APIs to create a robo-advisory platform.

T. Rowe Price announces fee reductions on TDFs and trusts; ICMA-RC details new updates to its managed accounts platform; Northern...

The service is designed for small accounts with less than $5,000.

Educating participants about the importance of remaining committed to retirement savings and of the value of consolidating accounts is a...

Stadion Money Management launches managed account technology; Vanguard expands access to private equity; and MSCI builds private infrastructure modeling service.

The majority prioritize effective risk management of their clients’ portfolios over generating the highest gains, Allianz found in a survey.

It focuses on MEPs, PEPs and aggregation programs.

Products have not had strong traction in the retirement space, mainly because they don’t meet the needs or expectations of plan participants. 

It gives sponsors a way to document the fiduciary oversight process.

Putnam Investments presents TDF evaluation tool; J.P. Morgan and Nationwide launch investment product; and OneDigital adds downside risk protection to...

Resources continues to expand its proprietary advice solution across multiple recordkeeping platforms.

The company is waiving setup fees for 401(k) plans through May 21.

Northern Trust launches Omnium Event Manager platform and Alger announces second high-conviction, actively managed ETF.

The new offering is available through a partnership with Financial Finesse.

The plan features a professionally managed investment lineup and fiduciary services.

The solution connects the retirement plan experience with financial wellness education and planning.

It will offer a highly personalized digital experience that can integrate other assets.

PGIM says evolving technology will enable plan sponsors and advisers to deliver on this promise.

A collaboration with Equifax helps employers understand financial stressors affecting employees.