T. Rowe Price Introduces Adviser Social Security Analyzer Tool
Along with the tool, the company is offering a range of content for advisers and clients through its "Power of...
Products & Services
Annuities Can Make Client Relationships ‘Sticky,’ but Misunderstandings Persist
Almost 78% of financial professionals report that clients have negative preconceptions about annuities, making it more difficult to foster a...
What to Know About Adding Income to a Plan Lineup
How the regulatory landscape dictates the selection of a retirement income solution—and how advisers can frame the discussion with clients.
SPARK Institute Announces Financial Literacy Initiatives
In a recent study, “Financial and Retirement Literacy Among Students and Recent Hires,” conducted with Corporate Insight Inc., SPARK found...
Product and Service Launches – 3/28/25
World Investment Advisors launches investment management platform WorldMAP; eMoney Advisor enhances needs analysis feature; Financial Finesse and SecureSave announce partnership;...
401GO Expands 3(38) Services Through Mesirow Partnership
Mesirow’s 3(38) fiduciary services will be integrated within the 401GO retirement platform and available to the approximately 1,400 financial adviser...
JPMorgan Introduces 2025 College Planning Essentials Guide
The asset management firm found that financial aid has not kept pace with the rising cost of college tuition, with...
OneDigital Expands Access to Impact Studio Platform
The program was initially launched in five markets, where OneDigital consultants using the platform reported a 25% reduction in workforce...
Product and Service Launches – 3/21/25
PensionBee adds Roth, traditional contribution capabilities; SMArtX Advisory Solutions adds 5 strategies; October Three expands retirement plan; and more.
New AssetMark Program Educates Advisers About Succession Planning
The Ascent program offers tailored training and resources to help advisers plan for succession and ensure the continuity of their...
John Hancock Retirement Announces Suite of Adviser-Centric Plan Solutions
The company is committed to being the ‘partner of choice’ for intermediaries, according to Wayne Park, John Hancock’s retirement CEO.
Edward Jones Launches Private Client Services for High-Net-Worth Clients
The company’s Generations program targets clients with at least $10 million in investable assets.
CFA Institute Renames Certificate in ESG Investing
According to the CFA Institute, the curriculum underpinning the certificate will continue to cover ‘the wide variety of factors within...
SSGA Scraps Gender Diversity Efforts
State Street Global Advisors joins BlackRock, which recently scrapped its ‘aspirational workforce representation goals’ and will no longer require hiring...
The Standard Touts $2 Billion Milestone in PEP Assets
The company entered the PEP market in August 2023 after its acquisition of Securian Financial’s retirement plan recordkeeping business.
TDFs With Annuity Options Set to Proliferate
2025 will likely see new entrants offering hybrid annuity TDFs, while existing players will announce more recordkeeper partnerships and asset...
Product & Service Launches – 1/9/25
Payroll Provider Green Leaf launches cannabis industry 401(k); Ibexis Life & Annuity announces new fixed-index annuity series; AllianzIM brings buffer...
Catching Up With PIMCO’s Personalized Target-Date Funds
The firm continues to pitch its myTDF, a personalized target-date-fund solution in market since 2023, as a way for plan...
How TDFs Are Evolving
Personalizing glide paths by drawing on data from recordkeepers may help lead to better participant outcomes.
Beyond TDFs
A look at some of the leading defined contribution investment solutions competing with target date funds.