Products & Services

Eaton Vance changes investment objectives and policies of funds, and Transamerica launches fifth managed risk ETF.

The aim is to make the tax-advantaged savings vehicle more accessible and easier to use

The relationship will make the AdvisorEngine platform and WisdomTree model portfolios and ETFs available to IFP advisers.

In conversation with PLANADVISER, Principal’s retirement and income solutions leader shares advice for how to talk about annuities with skeptical consumers.

Most retirement plan participants rely on their workplace for financial advice.

Vestwell and Morningstar create 3(38) service; GSAM announces first actively managed ETF; Lyxor Americas launches hedge fund program for institutional investors; and more.

With only 19% of workers who are offered a financial wellness program using it, employers need to take a new approach, according to MetLife

A survey reveals points about which small business owners could be educated to incent them to offer retirement plans for employees and save for retirement themselves.

Clients with high-deductible health care plans can use the solution to put aside money on a tax-favored basis for eligible health-related expenses.

It is available for all plan participants through CUNA Mutual Retirement Solutions’ BenefitsForYou website, and there is no cost to participants or plan sponsors.

Nearly two-thirds of 401(k) consultants and advisers believe sponsors want to continue to serve workers once they retire, PIMCO learned in a survey.

Its retirement plan participant clients can now access personalized information, including frequently-asked account queries, through their Alexa-enabled devices.

Lively HSA owners have requested a mobile app ever since the firm’s launch, says Shobin Uralil, co-founder and COO of Lively.

The company has improved navigation, provided more self-service features and information, and offered mobile access.

Finadium builds database of securities lending mutual funds and ETFs; OneAmerica, Russell Investments managed accounts consider outside retirement assets; and...

Among other new capabilities, Prudential is expanding its financial wellness engagement solutions to include a financial coaching service, available via phone and one-way screen share.

They want advisers to handle their investments but also to consult on their decisions.

Named Fidelity Works, the package will also be available to third parties working with these employers, including advisers, employee benefits brokers, banks and certified public accountants (CPAs). 

Shifting attitudes about supporting adult children financially have helped reshape Americans’ thinking about wealth and retirement readiness, according to Ameriprise Financial survey data.

Robert Scheinerman, president, AIG Retirement Services, says smart retirement plan design, access to advisers and passage of pending legislation can help Americans have enough money for a 40-year...