Products & Services

Like so many other industries, the financial planning community is being adversely impacted by the pandemic, Nationwide reported in a survey.

The offering includes participant recordkeeping and compliance monitoring.

The aim of PartnerLens is to help advisers serve clients more effectively.

The new capabilities include artificial intelligence and personalized video content.

Allianz Life launches solutions platform for RIAs; Wilmington Trust adds sign-on program; Columbia Threadneedle announces 2021 successor; and more.

Smart says it supports advisers of all sizes and that its platform also facilitates the use of lifetime income in retirement plans.

It enables sponsors to shift their benefits dollars to the retirement plan or to an employee’s student loan servicer.

The system will be rolled out to advisers in the fourth quarter and to other institutional partners shortly thereafter.

The platform helps users locate former 401(k) accounts, matches them to IRAs at leading financial institutions and initiates rollovers on their behalf.

The firm already offered a number of financial wellness solutions across its lines of business.

CTIM adopts Bloomberg PORT Enterprise, AIM solutions; SS&C Technologies introduces insurance marketplace; Franklin Templeton announces new all-inclusive fee structure; and...

Consumers spent a collective 1.6 trillion hours on mobile devices during the first half of 2020, with a 220% increase in time spent on business apps.

The new tool comes at a time where more American workers are looking to technology as a resource for financial information and guidance.   

Experts weigh in on health savings accounts (HSAs) and the need for health care education in the retirement industry.

Panelists discussed how employers can add different lifetime income options into their plans and the appropriate products to use. 

Having an odd number of members is sensible, as is pursuing a committee that reflects the employee population’s demographics.

Advisers discussed their strategies for reaching retirement plan participants, the technology they use and the pros and cons of the new virtual environment.

Experts discuss best strategies for retaining and attracting new clients in a virtual world. 

Financial wellness has taken on a new relevance in the midst of the COVID-19 pandemic. Experts share tips on how advisers can figure out how to offer access...

J.P. Morgan designs core menu evaluation tool; FTSE Russell launches enhanced Green Revenue Data Model; Franklin Templeton presents goals optimization...