Products

Russell Investments forms new global client strategy and research team; Wilshire Consulting launches the Wilshire ClimateLens; Hartford Funds reveals plans to acquire Lattice Strategies. 

As part of the challenge, individuals can walk through a Retirement Wellness Planner.

Fidelity Clearing and Custody Solutions is partnering with United Capital to help firms “drive growth by managing their clients’ moments of truth.”

Guardian moves to expand investment flexibility with new options; Northern Trust enhances solution for fair value leveling through collaboration with Interactive Data; Nuveen Asset Management introduces pension liability...

“I think having the certification will be a requirement in RFP searches. It will streamline our RFP process,” says Mike Volo, senior partner at Cammack Retirement Group.

The American Academy of Actuaries and the Society of Actuaries jointly released the Actuaries Longevity Illustrator, offered as a free public service and designed to be easy to...

Jefferson National expands alternative investments lineup amid fee upheaval; Macquarie Group’s Delaware Investments announces the availability of new retirement share classes; Baird’s Chautauqua Capital launches global and international...

The firm's approach will supplement and complement existing ERISA counsel or other professionals engaged in providing guidance and expertise to the new organization.

Peer Insights provides style and risk insights tailored to the vocabulary of investment professionals and their clients.

A new video series from the Employee Benefits Security Administration covers topics including setting financial goals, budgeting, determining a retirement savings rate and managing debt. 

The mobile-ready portal includes customized reports of investors’ accounts and provides a more holistic view of their financial situations.

MassMutual has introduced new financial and retirement calculators aimed at a Spanish-speaking audience. 

In addition to providing information about the firm, the site serves as a portal for clients.

Vanguard reports fund expense reductions; Fidelity launches expanded private equity platform; Nationwide makes Stadion’s StoryLine small business 401(k) solution available on its platform.

Asset International, publisher of PLANADVISER and PLANSPONSOR, has launched a new research library compiling data and analysis from across its global media and analytics businesses.

A new Q&A pinpoints changes in the final fiduciary regulation.

RetirementAdvantage is now available through LPL’s Vendor Affinity Program

The tools and resources are designed to help advisers succeed in the regulatory environment created by the finalized DOL fiduciary rule.

The company has also created a retirement calculator.

 

The integration also helps streamline the enrollment process.