Products

John Hancock Retirement Plan Services aims to help plan consultants expand their business by shifting focus to TPAs.

The partnership will help advisers better analyze their clients’ financial situations while offering guidance around 401(k) plans, retirement accounts and other funds earmarked for retirement.

The new service, known as Insurance Profile, facilitates compliance with the Department of Labor fiduciary rule during the sale and service of annuities.

In addition to online support and guidance, the platform will feature various tools help advisers complete tasks and communicate with clients while reducing data-entry, paperwork, and room for...

The growing platform will offer podcasts, publications, and other materials designed to help institutional investors generate the best outcomes.

The program will combine an online training portal with other features, including one-on-one coaching and peer learning opportunities. 

Hartford Funds Launches U.S. Real Estate ETF; BlackRock Reducing iShares ETF Costs; Zephyrus Partners Adopts RiskFirst PFaroe System; and more.

The firm says its latest technology solutions and consulting services will assist advisers and enterprises in complying with the Department of Labor’s fiduciary rule reform. 

Materials from NAGDCA include a retirement savings journey map and field notes, as well as Social Media designs and information about measuring engagement.

The Department of Labor fiduciary rule will fundamentally change the way companies and financial professionals interact with their clients. 

Mapping Your Future Financial Solutions features extensive flexibility and customization, allowing organizations to meet the specific financial education needs of their audience.

The SmartDollar solution was created by author and national radio show host Dave Ramsey and is aimed at boosting financial wellness both inside and outside the employer-sponsored retirement...

Conning Launches New Suite of Risk Management Software; Advisor Partners Releases Global High Quality Dividend Yield Strategy; Jackson Square Partners Offering Mutual Funds; and more.

The new program from PCS enhances advisers' ability to establish and demonstrate compliance with the DOL's fiduciary rule reform. 

The free app will allow advisers to tap into clients’ overall asset allocation, return, risk and market value across accounts in real time.

The program was designed with the support of more than 800 industry professionals, IRI says.

Participants in Mercer Wise 401(k) will have complete access to Mercer Financial Wellness, an open architecture platform that includes access to online budgeting tools, credit-score monitoring, a robo-advice...

Throughout October, the groups will host 22 one-day events in cities across the U.S., staffed by CFP professionals offering no-cost discussions and consultations with the public. 

The new product automates the process of optimizing asset location to boost an investor's cumulative after-tax returns.

The firm says the Essential Choice sales tool rationalizes and automates small-plan sales.