Products

The solution integrates offerings from five independent financial wellness providers.

According to one Fidelity executive, the key to getting customers to embrace a new service is to include them in its development. 

The three calculators for advisers to use with their participant clients are the: Paycheck Analysis, 1040 Analysis and Projections.

The personalized video and online calculator are both focused on retirement income.

The firm will hold both local events and webcasts featuring its own and outside experts.

Institutional investors are getting serious about reducing uncompensated portfolio risk, according to one investment manager, driving demand for “low volatility” and “managed volatility” strategies. 

Fidelity is launching three new low-cost index funds. 

Hartford Funds today launched a new educational program that provides advisers with insights on how to strengthen client relationships.

Working at the “only Millennial Top 10 bank” has its perks, says Yvette Butler, President of Capital One Investing—perhaps most notably the freedom to do things a little...

The money “checkup” tool asks people about their goals and reveals where they need help.

PDI aims to be a resource for analyzing Form 5500.

The updated site has been designed to support employees' specific health-, wealth-, and career-related goals, available from any mobile device or computer.

It has also ramped up social media efforts as part of its participant education program.

The solution is aimed at simplifying retirement plan delivery for small employers. 

Nearly one-third of Americans have no emergency savings.

Vanguard modifies advisory arrangement for Explorer Value Fund; FTSE Russell unveils Green Revenues model; Franklin Templeton Investments introduces LibertyShares strategic beta ETFs; and more.

“One of the first steps toward saving for tomorrow is effectively managing one’s finances today,” says Edmund F. Murphy, III, president of Empower Retirement.

“RiskPro will help ensure that advisers build portfolios that are in their clients' best interests, as required by the new DOL rules,” says Nick Scalzo, chief executive officer at ProTools. 

The index enables comparison of illiquidity risk premiums across assets on a consistent basis.

Oppenheimer unveils new infrastructure fund; Morningstar acquires fixed-income analytics firm InvestSoft Technology; Cohen & Steers named adviser to new SEI fund; Hartford Funds partners with Schroders to expand...