Fidelity Investments said it now offers a tool for registered investment advisers (RIAs) to see how their technology stacks up against top-performing firms.
For financial advisers wanting to educate clients about and sell retirement income solutions, the Retirement Income Solutions Enterprise (RISE) offers an engagement system.
PIMCO launched the PIMCO Long-Term Credit Fund, an actively managed portfolio that aims to take advantage of opportunities in long-dated investment grade corporate bonds.
The Hartford Financial Services Group has unveiled an enhanced 401(k) aimed at the small- and medium-sized market segments and plans with up to $10 million in assets.
Northern Trust has launched a tool designed to make it easier for institutional clients to manage the workflow and reporting needs related to oversight of investment managers.
FolioDynamix enhanced its unbundled turnkey asset management program with the addition of its Principled Portfolio Solutions (PPS) discretionary investment management program.
Morningstar, Inc., has launched Fund Flows, a tool for monitoring current fund asset flow and market share data, in Morningstar Direct, the company's research platform for institutions.
Hennessy Advisors, Inc., acquired the assets related to the management of the Tamarack Large Cap Growth Fund and the Tamarack Value Fund, the company said.
Morgan Stanley Global Wealth Management Group said its Corporate Retirement Solutions Group broadened its retirement plan platform by teaming up with Ascensus.