Products

Financial advisers can help plan sponsors address their fiduciary responsibilities while creating their own investment product lineup from menus of funds on which Morningstar has performed due diligence.

Wolters Kluwer Legal & Regulatory U.S. issued a white paper, “Tax Cuts and Jobs Act Will Present Retirement, Benefits, Executive Compensation and Payroll Professionals with New Challenges in...

TD Ameritrade Announces Alternative Solution for Portfolio Management; American Century Releases First ETFs; Putnam Reveals Two ESG Fund Offerings; and more.

Texting is becoming the public’s communication channel of choice, the firm says, but the common communication pathway presents regulatory and practical challenges in the independent adviser context.

Researchers conducted a survey that enabled SPARK to better determine how the RFP Guide is used by advisers and providers today, leading to the new update.

“Understanding and discussing the tax impact of your investment and retirement account withdrawal recommendations is not the same thing as giving tax advice,” explains Joe Elsasser, president of...

The acquisition comes on the heels of the companies’ joint endeavor, the launch of RetireUp Pro.

As the firm explains, the program begins with a baseline retiree analysis proactively delivered to each plan participant flagged as retired, and includes a personalized investment strategy recommendation...

Invesco Releases New TDF Series With 12 Fund Offerings; Efficient Advisors Launches Mutual Fund Partnership with Dimensional; Catalyst Funds and BNP Paribas Team up to Develop Index Funds. 

The firm's rollover/exchange analysis will consider more plan types, including 401(k), 403(b), 457, defined benefit plans and more.  

PLANADVISER has announced winners of the fourth annual Adviser Choice Awards, to be handed out at the PLANSPONSOR/PLANADVISER Excellence in Retirement Awards 2018 on March 29th.

Seeking to provide a top quality experience, Vantagepoint Funds conducted one-on-one research with representatives from a handful of select investment consulting firms, resulting in the new DCIO web...

Mark Rossen, vice president of sales and marketing at O’Neil Digital Solutions, said the company’s goal was to help advisers strengthen relationships with their customers by providing them...

State Street Global Advisors reveals latest SPDR ETFs, and Charles Schwab announces addition of 12 ETFs to OneSource.

The move enhances AdvisorEngine’s open architecture system and connects disparate technologies.

Besides revamping the public website, the participant and plan administration portals have also been enhanced.

BNY Mellon releases fund focused on income generation, and AI Insight announces new liquid alternative research.

The firm is offering tips, tools, studies and articles on Facebook, Twitter and LinkedIn.

Folio Institutional’s API Service makes it easier for firms to build their own unique digital investing platform that includes custom online account opening, document management and securities trading.

Hartford Funds Adds ETF Seeking Tax-Exempt Income, and Wilmington Trust Releases Margin Management Solution with AcadiaSoft Services.