Products

The integration allows advisers to access client data in their Fi360 Toolkit, according to the firms, with the goal of streamlining business processes and better serving clients’ needs.

Allianz Global adds PFaroe for DB plan investment reporting, and Morningstar acquisition expands fixed-income analysis.

For a small number of plans in which the plan sponsor has decided to no longer allow contributions to the EQUI-VEST variable annuity and to make the AXA...

American Century to offer ETFs with ActiveShares methodology, and Morningstar reveals global suite of bond indexes.

Retirement plan advisers with established 401(k) businesses are finding new revenue streams and client engagement opportunities among nonprofits and educational institutions, and in the area of estate planning.

Once the Student Loan solution has been elected by an employer and implemented through Tuition.io, MassMutual integrates the program as part of its MapMyFinances financial wellness tool.

My Learning Center offers a financial wellness assessment, retirement calculators, webinar recordings, podcasts, videos, articles and other resources previously available in different areas of the participant website, all...

Subscribers of LifeYield’s Proposal Advantage Suit and Taxificient Score will gain access to the “tax-smart” retirement income planning tool.

Timothy McCutcheon, publisher of ERISApedia.com says the e-book will allow 457 plan professionals to find guidance on their compliance issues easily and quickly.

The firm says it offers features often reserved for large plans, such as fiduciary support and interactive, digital tools.

TD Ameritrade Expands Commission-Free ETF Trading Program, and Federated Investors Acquires Several PCA Equity Funds.

The Rollover Wizard tool comes two years after Unified Trust created its Managed Rollover Solution, and analyzes benefits, fees and service models. 

Called Model Marketplace, it also enables advisers to personalize strategies for clients.

Advisers can now access AdvisorComplete from any device and personalize its menus, widgets and landing pages.

The SPARK Institute's Data Security Oversight Board (DSOB) worked with definitional examples from national cyber standards, international regulations, state privacy laws, and client contracts and gathered insights from...

The index, which also tracks tax-exempt U.S. dollar-denominated bonds, will include sub-indexes to allow for a thorough analysis of the municipal bond market structure. 

AdvisorConnect is a support network of plan sponsor-approved, registered financial professionals who specialize in the public-sector retirement space and has been designed as a value-add to plan participants...

Eaton Vance changes investment objectives and policies of funds, and Transamerica launches fifth managed risk ETF.

The aim is to make the tax-advantaged savings vehicle more accessible and easier to use