Products

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.

The checklist covers various fiduciary responsibilities including those not associated with supposed delays or changes to the fiduciary rule, RiXtrema says.

Savers can now invest intelligently and reduce costs with a single view of their retirement and health funds, the firms suggest. 

More investment providers are now using ETFs within glide-path-based portfolios, but the business development leader at Stadion says his firm has long embraced the approach, as exemplified by...

The new website offers various tools and resources, as well as a Q&A section.

Hartford Funds Expands Fixed Income ETF Suite; Sage Releases ESG Intermediate Credit Index; ICMA-RC Opening Investments to Private Sector.

Through a series of newly released resources, SEI aims to help advisers enhance their referral generating initiatives.

The provider is enhancing its participant-facing digital offerings to drive participant behavior.

 

Last year, The SPARK Institute formed a Data Security Oversight Board (DSOB), comprised of both recordkeepers and members of the plan adviser community.

Lively, Inc. introduced investment capabilities through an integration with TD Ameritrade Institutional’s Self-Directed Plan Services platform.

The upgraded fee checker tool by America’s Best 401k allows participants to lookup plans by business name to compare fees.

The new business-development capability allows advisers to illustrate how certain changes could benefit a prospective client’s portfolio.

With the determination letter program gone, Wagner Law Group is helping plan sponsors remain compliant with the IRS.

The partnership will focus on sustainable investing.

The program’s open-architecture design offers access to hundreds of best-in-class mutual fund families. 

The firm will provide 3(21) and 3(28) services through a tech-focused solution.

The firm has launched a prospect portal and now offers a depository for financial, legal and personal documents.