Products

The theory behind the new solution is that, as participants navigate life events and the inevitability of changing financial priorities, they need individualized and relevant support.

The search tool features detailed information on more than 700,000 U.S. retirement plans, and advisers can review the results with an October Three retirement plan partner.

Northern Trust and BlackRock partner on investor services and Allianz Investment Management launches new ETFs.

The firm has teamed up with health care financial services providers Optum Bank and Discovery Benefits.

Collective investment trusts are becoming more transparent; case in point, Hand Benefits & Trust Co. has gone live with more than 30 CIT tickers on the Nasdaq Fund...

The firm is also introducing a new corporate brand and website.

They are designed to help financial professionals better serve clients in the current digital environment in light of COVID-19.

One critical component of the Regulation Best Interest is the customer relationship summary form, or “Form CRS,” which provides new and existing clients with detailed information about a...

Two insurers have joined the effort to make lifetime income available in a simplified manner.

FutureFuel.io automatically directs cash back users receive to the purchaser’s student loan with the highest interest rate.

LeafHouse and Empower partner on managed accounts; Pacific Funds partners with Oranj on income-focused mutual funds; American Century Investments releases...

The Financial Planning Association says it is making the improvements at a time when Americans need financial planning assistance more than ever before.

As employees make savings decisions, the app will offer illustrations of what those elections might mean for future progress.

John Hancock's retirement planner suggests steps that will help participants get on track if they’re behind or improve their general financial health if they’re retirement ready.

The tool takes into account the latest rules and resources from the CARES Act. 

DWS Group renames fixed income ETFs and MassMutual and NextCapital offer managed advice solution.

Retirement plan recordkeepers have announced fee cuts, service expansions and more.

Northern Trust offers ESG analytics solution; Innovator announces May series of Defined Outcome ETFs; Capital Group launches fund invested in...

In addition, it is waiving distribution and loan origination fees for COVID-19-affected participants and CARES Act-related plan amendment fees for employers through August.

Segal clients in the United States will also have the opportunity to engage Club Vita’s approaches to measuring and managing plan longevity risk, including annual reporting.