Products

Envestnet | Yodlee rolls out a suite of applications utilizing predictive analytics and artificial intelligence to help users create better spending habits and save toward goals. 

The OneAmerica revenue accounts allow advisers to move from commission-based compensation to a fee-based structure.

Nationwide’s new DOL website will offer retirement plan advisers a suite of tools to help them navigate an evolving regulatory space. 

 

Firm’s Decipher tool uses cloud-based artificial intelligence to determine how investors feel about different real-life scenarios involving money.

 

Informational materials on the redesigned site include “how to” articles and case studies.

The straight-through processing (STP) system is designed to help financial advisers open investment accounts with less paper and less room for error.

Fiduciary Benchmarks is planning to launch a series of services in response to the DOL’s conflict of interest rule.

UBS will offer multiple ways for retirement account clients to pay their adviser, including through asset-based and commission-based structures, beginning imminently. 

With the new service, retirement plan sponsors have the flexibility to select from a broad universe of investments that follow Morningstar Investment Management’s asset-class rules and are within...

The iRetire platform now has decumulation-projection capabilities.

Nationwide Launches All Cap Growth Fund; MFS Adds R6 Shares to 20 More Mutual Funds; Fidelity Releases Municipal Income Fund 2025; and more.

Imagine Retirement Right is Mutual of Omaha’s patent-pending approach to motivate employees to take an active role in improving their retirement savings.

HealthEquity’s new services will aim to combine wealth and health management for participants.

Anyone working in the retirement planning marketplace will have heard about recordkeeping margins being pushed to the floor—so why are some firms confidently doubling down?

The new partnership shows brokerage firms serving RIAs are committing to delivering new fiduciary-minded technologies, especially scalable personalized advice solutions. 

The firm is not sharing all the details of its compliance plan for the DOL fiduciary rule, but it has confirmed it will put some new limits on...

Free Tool Helps Advisers Identify Return-Driven Investment Factors, and Putnam to Launch Alternative Strategies Funds.

Transamerica and Sage Advisory Services have teamed up on a solution to ensure that the investments meet the plan’s needs in helping prepare employees for retirement.

Retirement plan recordkeepers describe plans to dramatically ramp up scale and double down on new technologies that support efficient growth and client service.

Wisdom Tree Unveils Fixed Income Strategy; Fidelity Launches ESG Index Funds; and Envestnet Offering 3(38) Investment Service to TIAA Clients.