Products

As the implementation date for the Department of Labor (DOL)’s Conflict of Interest rule approaches, Capital One Investing will be moving away from commission-based products within its retirement-account...

The ERS "Fiduciary Advantage" platform will offer fiduciary protection, support and investment monitoring.

“Evolutionary Fiduciary” will provide additional fiduciary resources, FAQs and forms for visitors to submit questions before the April 2017 deadline. 

The new system is built to help adviser clients meet practice-management goals by offering a variety of monitoring capabilities.

Lincoln Financial Group’s Retirement Plan Services Business has launched a new online participant experience aimed at simplicity and streamlined service.

Reuters broke the news that JP Morgan Chase and Co. will stop offering commission-based retirement accounts prior to the DOL fiduciary rule implementation.

ForUsAll's Safe Harbor 401(k) Resource Center includes a “Safe Harbor 101” handbook and a Safe Harbor Cost Calculator, among other things.

The new technology access will allow PlanPILOT to perform more requests for proposals (RFPs) and reduce the time commitment for all involved, including candidates.

Professional Website Services by ERISApedia is designed to support financial advisers that work in the qualified plan space by helping them create or enhance their Web presence with...

The firm’s fee-policy statement covers several aspects of fee structures including fiduciary duties relating to the plan’s payment of fees.

The Sequence of Returns calculator uses rates of return from a historical index to illustrate the potential performance of retirement investments.

The firm initially planned to halt commission-based brokerage sales to retirement accounts when the first DOL fiduciary rule deadlines arrive in 2017, but Merrill Lynch has decided to...

In light of the DOL fiduciary rule, the two firms plan to roll out a series of new compliance tools and initiatives including a Product Mix Transition Calculator...

A new suite of technology driven solutions from Broadridge Financial Solutions seeks to solve pressing questions related to the Department of Labor conflict of interest reform. 

Vanguard Innovation Center to Open in 2017; and Morningstar Launches Open Indexes Project with Free Access to Global Equity Indexes.

The parent company of PLANADVISER announced the next stage of its growth strategy with the acquisition of BrightScope. 

The digital program offers financial-literary courses on topics ranging from credit card management to estate planning, and also extends to family members of retirement plan participants.

Morgan Stanley says its wealth management clients working with advisers “will continue to have choice in how they pay for retirement accounts covered by the new Department of...

John Hancock introduces TDF analyzer tool; Charles Schwab enhances Institutional Intelligence Portfolios; Millennium Trust expands Fund Custody Solution; and more.

The platform will perform “virtually all administrative tasks required by a company to offer a 401(k), removing this burden from company employees and executives.”