ESOP Knowledge Can Provide Real Adviser Differentiation

In an interview with PLANADVISER, Jerry Ripperger, vice president of consulting at Principal, highlights a new, fee website the firm has rolled out to help advisers and their clients explore the potential benefits of launching employee stock ownership plans as part of a broader ownership transition.

Empower Launches My Total Retirement Planning and Advice Service

“We will be offering My Total Retirement so that employers and their advisers can help employees with a holistic retirement planning experience that goes beyond savings and investing,” says Edmund F. Murphy III, president of Empower Retirement.

Advicent Reveals NaviPlan Updates Tied to Tax Cuts and Jobs Act

Advisers generally are not qualified to represent their clients before the IRS, and so they generally must shy away from offering tax advice; but that doesn’t mean they can afford to ignore the broad or specific implications of recent tax reforms for their clients.

Investment Products and Services Launches

Wilmington Trust to Support Franklin Templeton CITs; Ryan Labs Releases Strategy for Corporate and Public Pensions; and TriLine Issues Energy-Related ETF.

Voya Introduces Chinese Version of Its Name

The firm also launched a three-month advertising campaign to help build brand awareness in the Asian-American community, and has a Mandarin page on its website.

Investment Products and Services Launches

PNC Adopts RiskFirst's PFaroe; EPIC Incorporates StoryLine to Platform; Sterling Capital Adds R6 Share Class for Select Mutual Funds; and more.

Manning & Napier Updates Social Security, Medicare Guides

Updates to the firm’s Social Security and Medicare guides, among other publications, aim to help individuals and employers make the best decisions when it comes to maximizing and coordinating private and government benefits.

Investment Products and Services Launches

Wilshire Consulting Launches Inclusivity Initiative; SEIC Expands Manager Research Platform with Janney; ISS Creates Scoring Solution for Institutional Investors; and more.