The aim of PartnerLens is to help advisers serve clients more effectively.
The new capabilities include artificial intelligence and personalized video content.
Allianz Life launches solutions platform for RIAs; Wilmington Trust adds sign-on program; Columbia Threadneedle announces 2021 successor; and more.
Smart says it supports advisers of all sizes and that its platform also facilitates the use of lifetime income in retirement plans.
It enables sponsors to shift their benefits dollars to the retirement plan or to an employee’s student loan servicer.
The system will be rolled out to advisers in the fourth quarter and to other institutional partners shortly thereafter.
The platform helps users locate former 401(k) accounts, matches them to IRAs at leading financial institutions and initiates rollovers on their behalf.
The firm already offered a number of financial wellness solutions across its lines of business.
CTIM adopts Bloomberg PORT Enterprise, AIM solutions; SS&C Technologies introduces insurance marketplace; Franklin Templeton announces new all-inclusive fee structure; and more.
Consumers spent a collective 1.6 trillion hours on mobile devices during the first half of 2020, with a 220% increase in time spent on business apps.
The new tool comes at a time where more American workers are looking to technology as a resource for financial information and guidance.
J.P. Morgan designs core menu evaluation tool; FTSE Russell launches enhanced Green Revenue Data Model; Franklin Templeton presents goals optimization engine; and more.
MATC releases portfolio gallery with global asset managers; Ascensus adds advice and managed accounts services; New York Life partners with Visual Capitalist on data visualization platform; and more.
It is designed to help broker/dealers make strategic decisions about their books of business.
Transamerica announces management fee reductions and J.P. Morgan AM reduces fees in two series.
The offering is designed for financial professionals to deliver to clients and prospects.
Simply Retirement by Principal is designed for companies with fewer than 100 employees.
Vanguard makes changes to money market fund lineup, and S&P Dow Jones Indices announces changes to the DJIA.
Employers can match up to 100% of employees’ contributions.
The primer includes a review of the basics of managed accounts, a description of how they can be offered and considerations for determining if they are right for a particular DC plan.