Products

Throughout 2017, the firm plans to offer new tools that can keep advisers focused on fiduciary responsibilities, customized investment strategies, and goals-based planning. 

Despite uncertainty around the future of the fiduciary rule, firms are clearly still committed to expanding fiduciary support services for their staff and clients—as demonstrated by the continuing...

The advisory firm collective is revamping its approach to providing advisers with the “support, partnership, and protection” they seek from a broker-dealer/RIA.

Ascensus has implemented a strategy to provide third-party administrators with more of the tools they need to run their businesses effectively.

Release 10.0 combines insights about plans’ operational challenges with highlights from the current and four previous years of plan data. 

Transamerica Rolls Out Fee-Based Variable Annuity; USA Financial Launches Asset Management Platform; Victory Capital Expands ETF Platform.

The new program features original video training sessions and a downloadable companion resource aimed at boosting collaboration with recordkeepers and TPAs. 

Fixed income annuities and QLACs are easier for participants to understand than other products, a MetLife whitepaper says.

Janney will utilize Advicent’s NaviPlan financial planning software along with its expanded retirement income evaluation tools. 

The Social Security eSource will help advisers provide guidance to clients.

The company offers an article with a checklist for plan sponsors to use.

Nationwide Unveils International Small Cap Fund; First Eagle to Add Retirement Shares to Mutual Funds; BCM Expands Smart Beta Solutions; and more.

The partnership is aimed at delivering “non-conflicted personalized advice” to John Hancock Retirement Plan Services clients. 

The tool now provides a graphic illustration of how much income savers will potentially need in retirement and whether they are saving enough to get there.

StoryLine, built with SPDR exchange-traded funds (ETFs), is designed specifically for 401(k) participants in adviser-sold, small-market plans.

Pacific Life Launches Variable Annuity; Beaumont Capital Management Launches Smart Beta Solutions; Charles Schwab Expands ETF OneSource Series with OppenheimerFunds; and more

The new platform aims to facilitate clients’ access to data and management.

Take a look at the lineup of technology-driven solutions released this year to help advisers comply with the DOL's fiduciary rule.

The benchmarking tool will allow advisers to filter based on account size range; account types; services provided; and types of firms. 

Prudential Launches New TDF Suite; Natixis Releases ESG TDFs; and Vanguard Reports Reduced Expense Ratios.