Products

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.

Hartford Funds Reduces Fees for Strategic Beta ETFs; John Hancock Launches ESG-Focused Funds; TIAA’s Nuveen Releases ESG-Focused ETFs.

The online tool is designed to help investors decide whether to allocate extra income to retirement savings or pay down student loans.

By partnering with Larkspur Data, RiXtrema will enhance its current retirement plan compliance offerings with added features.

Lincoln Financial and BlackRock Launch Variable Annuity; Vanguard Taps RS Investments to Manage Mid-Cap Growth Fund; LGIMA Releases New Scientific Beta Funds for Institutional Investors; and more.

The redesigned iPad app is aimed at putting more tools and resources at financial advisers’ fingertips. 

The non-profit is launching Icon next year, which employers can use to help employees save for retirement.

Voya and the American College of financial Services announced a new partnership aimed at directly supporting advisers and boosting client satisfaction and retention.

T. Rowe Price Expands 401(k) Brokerage Services with Charles Schwab; Wilshire Launches New EVA Index Family; USAA Launches R6 Retirement Share Classes; and more.

The new platform is designed to build interactive reports for advisers to provide to plan sponsors and participants.

The program enables small businesses to offer their employees a plan for retirement with no administrative cost to the employer. 

BlackRock Updates Lifepath TDFs; and SSGA to Introduce Proprietary Indexes to Replace Terminated Russell Indexes.

The Retirement Navigator identifies a user's savings persona and offers tips for improving retirement readiness.

The strategic partnership with Spectra Benefits and Miller & Wade Group aims to helping employees view the HSA more like a retirement account for their health. 

The WTIA's partnership with Empower Retirement enables employers to offload virtually all administrative tasks.

Capital Group’s American Funds Joins AssetMark Platform; Charles Schwab Updates CTF Prices; and more.

The financial technology firm’s Blueprint service features a suite of digital tools designed to help advisers and firms comply with new requirements presented by the DOL’s fiduciary rule.