Products

The inspiration to create BrightPlan was based on the idea that everyone deserves access to trusted, affordable financial advice that supports long-term financial goals. 

The tools are part of the new WisdomTree Advisor Solutions platform.

The firm describes its latest release as a consolidated proposal system created for financial advisers to help clients make informed decisions on possible rollover options, designed with their...

KBS Introduces Online Platform for Investment Trust; T. Rowe Price Chooses Linedata to Oversee Net Asset Value; Columbia Threadneedle Presents Target-Date Solution; and more. 

The firm is partnering with bilingual education expert Rebecca Heaton Juarez to deliver broader-based financial wellness and participant educational services in multiple languages.

Clients of both companies will be able to utilize the new efficiencies at no additional cost. 

All retirement plan advisers need to do is provide plan census data.

The new program supports succession-planning-focused mergers and acquisitions across the various firms that make up Advisor Group; the solution also allows members to consider firms outside the group.

The partnership aims to prepare advisers with solutions compliant with the fiduciary rule.

ERI Scientific Beta Presents Long/Short Equity Market Index; TD Ameritrade Offers Expanded Commission-Free ETF Program; State Street Global Advisors Launches New SPDR Portfolio ETFs; and more. 

In collaboration with Mesirow Financial Investment Management, Inc., OneAmerica announced the debut of 3(38) Flex.

 The firm is launching a new program for 403(b) plans.

Columbia Threadneedle premieres strategic beta bond ETF; and Change Finance launches new sustainable investing ETF.

The platform will allow advisers to help their clients visualize the risk levels of their portfolios in order to navigate the fluctuating market.

Products

October 9th, 2017

Financial Engines Releases Health Care Planner

Two new solutions aim to help employees pay off their college debt and plan for health care expenses in retirement.

The two firms hope to allow advisers to access a new version of Vestwell’s retirement planning portal on the Riskalyze platform.

Lazard Launches Equity Portfolio; American Century Reorganizes Income Fund; Nuveen Releases ESG U.S. Aggregate Bond ETF; and more.

The firm says this “first of its kind compliance-approved text messaging solution for financial advisers” helps maximize convenient client communication. 

Through a single partner, employers will be able to manage health care benefits, promote enrollment and satisfy compliance requirements.

A new platform identifies a client’s financial decisionmaking process to help advisers make better recommendations.