Products

TD Ameritrade Institutional has integrated Laser App Anywhere, a cloud-based auto-fill technology that eliminates the need to re-enter information such as addresses and phone numbers.

Ascensus has partnered with LPL Financial LLC to provide access to its Worksite Financial Solutions platform for LPL plans and plan participants

The Newport Group released the all-new plandestination.com.

Visium Asset Management launched the Visium Event Driven Fund (VIDVX), the first mutual fund offering for the alternative asset management firm.

The Enterprise Management Consulting program from LPL Financial was created to assist affiliated large enterprises with growth, profitability and adviser support.

Franklin Templeton Investments introduced four new funds within the company’s retirement target-date fund (TDF) lineup.

SunGard’s MyRetirement income calculator now gives defined contribution plan participants the ability to determine sustainable spending amounts throughout retirement.

Bank of America’s investment businesses launched a program that supports clients’ needs to align investments with the environmental, social and governance (ESG) issues.

ABG Investment Services Inc. (ABGIS) rolled out The (k)Series, a 3(38) service offering of fund menus that combines simple choices and educated decisions for advisers.

The Enhanced Trading and Rebalancing (ET&R) platform from LPL Financial LLC lets advisers manage portfolio trading activity across multiple client accounts.

ERISA attorney Philip J. Koehler has launched ERISA Fiduciary Administrators LLC (EFA).

Principal Funds rolled out a tool to streamline and increase the success rate in the Request for Proposal (RFP) process.

A white paper from the hedge fund strategies group of Commonfund shows how hedge funds can be effective diversifiers and balance equity risk in portfolios.

Broadridge has debuted an online tool displaying views into long-term mutual fund and exchange-traded fund (ETF) sales and asset data collection.

Institutional investment data and analytics provider eVestment has launched a attribution platform for its eVestment Analytics service.

 National Advisors Trust will provide trust and trustee services to clients of Mercer Advisors, a wealth management firm and registered investment adviser (RIA).   

Pentegra Retirement Services introduced new features to its “Building Blocks for Retirement” campaign.

Retirement Plan Prospector is a Web-based prospecting and research tool from Judy Diamond Associates for the defined contribution and defined benefits markets.

An integrated portfolio management and research tool, the Portfolio Management Center (PMC), is powered by FolioDynamix and incorporates proprietary research from Raymond James Financial Inc.

Vested Interest now offers a mobile application for participants to access their plan account from anywhere.