American Academy of Actuaries, SOA Update Longevity Illustrator
Understanding how long they may live opens up important retirement planning discussions with clients.
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Cetera Expands Fee-for-Service Payment Model to 401(k) Advice
According to Cetera, fee-for-service payment models that provide the option for a one-time or subscription-based payment allow Cetera advisers to broaden access to an Advice-Centric Experience to more investors nationwide.
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Investment Product and Service Launches
FIDx and Transamerica partner to provide annuities; Fidelity adds customized models to AMP solution; J.P Morgan improves TDF analysis tool; and more.
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Investment Product and Service Launches
Mesirow Financial presents third mutual fund and managed account program, and MSCI builds indexes to track long-term megatrends.
Pentegra, ADP to Launch Personalized Videos for Sponsors
The interactive sales tool also assigns a grade for retirement plans and is designed to improve advisers’ conversations with plan sponsor clients.
Millennium Trust Launches Retirement Savings Selector Tool for Small Businesses
The tool helps small employers and advisers find the right retirement savings option to offer employees.
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Investment Product and Service Launches
OneAmerica expands its group annuity platform with ESG offerings, and Vanguard adds an international core stock fund, overseen by Wellington Management.
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Investment Product and Service Launches
Fidelity partners with Ethic to offer tailored portfolios; Global X launches cannabis ETF; SSGA rebrands ETFs to portfolio suite; and more.
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Investment Product and Service Launches
John Hancock to offer Morningstar adviser managed account services; Franklin Templeton expands active fixed income ETF suite; and industry veterans form equity strategy firm.
Employees Can Enroll in Retirement Plans With MassMutual App
The RetireSmart app also allows retirement savers to link to RetireSmart.com, an online site that provides information and tools to help retirement savers reach their goals.
Nasdaq and Wilmington Trust to Provide Tickers for CITs
The two entities look to encourage CIT adoption among investors, a move that they say has stalled due to low awareness of the funds.
Corporate Insight Offers Website Audit to Recordkeepers
The audit service provides an in-depth assessment of the digital user experience offered by retirement plan recordkeepers to plan sponsors.
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Investment Product and Service Launches
Morningstar releases goals-based planning solution; Schwab adds account conversion feature to portfolios solution; and AssetMark to offer Savos personal portfolios.
Morgan Stanley Expands Student Loan Capabilities
The Morgan Stanley at Work financial wellness platform now includes student loan refinancing capabilities and expanded financial coaching.
Edmit and NFP Partner to Build College Planning Feature
As student loan debt reaches an all time high, the two firms are pushing the conversation on what families must know early on about college funding.
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Investment Product and Service Launches
HighTower advisers have access to Riskalyze solutions; John Hancock announces second round of reduced fees; and Voya Financial releases new TDF solution.
J.P. Morgan Enables Advisers to Generate Custom 401(k) Pricing Proposals
The firm has launched Price Smart, a digital solution that is now part of Retirement Link.
Broadridge Acquires Financial Database Services
The acquisition expands Broadridge’s adviser compensation management capabilities.
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Investment Product and Service Launches
RIA education organization rebrands; USCF adds nultiple ETPs to TD Ameritrade platform; Transamerica alters subadvisers, fees for Large Growth Fund; and more.
BrightPlan Releases Personal Advice Platform
The tool also calculates its own financial wellness score for participants and employers.