Products

The integration pairs a “fully customizable robo-adviser and account opening platform” with an “industry-leading CRM,” according to the firms. 

Advisers can help small employers minimize investment fiduciary risk through LPL's 3(38) Small Market Solution service.

EverythingBenefits has released a new platform that automates key aspects of 401(k) administration, including payroll-data management.

Envestnet Retirement Solutions and HealthSavings Administrators LLC are rolling out a new solution to help advisers and their clients better utilize HSAs. 

Society of Actuaries releases new research about economic scenario generators; and Nuveen announces online alternative investments platform.

 

The Women in Pensions Network has launched a new website to better serve its growing community of close to 2,000 pension professionals nationwide. 

Lincoln Investor Advantage Visualizer demonstrates the long-term impact of incorporating annuities as part of a comprehensive retirement plan. 

BMO Global Asset Management expands availability of stable value fund; American Funds offers new fixed income funds, and more.

Enhancements to the current enrollment platform offer an even faster pathway for hesitant or time-pressed employees to start saving in their company’s retirement plan, the firm says. 

 Vanguard Closes Dividend Growth Fund; Morningstar Expands Commodity Research Into Oil, and more.

 

A new guide from Empower helps retirement plan advisers and sponsors check on the data security practices of recordkeepers.

Fidelity's digital investing platform competes with robo advice providers by adding human component.

The program aims to help advisers align with clients’ charitable goals.

The aim is to help advisers comply with the new fiduciary rule.

401(k) advisers and plan sponsors have expressed interest in a customized POLICE Report to show only the funds offered in their plans.

“Other than financial strength, benefits administration service is the most important factor in the fiduciary selection of an annuity provider,” says Steve Keating with Penbridge Advisors.

The new “Trends” module within MercerInsight provides real time information about manager searches and fees. 

The application puts retirement savings goals front and center.

 

OppenheimerFunds created the CEO Advisor Institute to help financial professionals “run their businesses like world-class CEOs and engage their clients as trusted global advisers.”

CUNA Mutual Retirement Solutions has introduced an enhanced service model, dubbed ClearDirection Plan Management.