Products

“It is not the number of securities in a portfolio that determines diversification; it is the number of risk factors.”

The tools can help retirement plan sponsor clients manage their fiduciary responsibilities.

A white paper from Paragon Alliance Group intends to aid defined contribution plan sponsors in deciding whether auto enrollment...

LPL announces changes to assist advisers and investors with DOL fiduciary rule change; Center for Fiduciary Management reveals stable value investment monitoring services; AssetMark updates “Investing Evolved” framework. 

Participants will be able to change how their current balance and future contributions are invested among their 401(k) plans' available investment options.

A white paper outlines the rule changes, what it could mean for practice management and ways to avoid the excessive time and cost to comply.

Cetera Financial Group has finished developing its retirement plan solutions platform for advisers.

A report by Daniel Schwallie, an attorney with Aon Hewitt’s Retirement Legal Consulting & Compliance practice, offers a guide for safe harbor plan nondiscrimination testing.

Baring Asset Management reveals brand consolidations; Core Bond Fund launched by Vanguard; FTSE Russell moves forward on collaboration with momentum investing specialist Trendrating.

An education platform from BPAS aims to boost participant engagement.

Automated investing service Betterment has introduced account aggregation for all customers.

The company has partnered with Heartland Payment Systems, Inc.

Voya Financial Advisors expands adviser services with an Advanced Planning Program.

Through the ASAE Retirement Trust, organizations gain access to institutional pricing that’s often out of reach for many associations and nonprofit organizations, the company says.

Northern Trust subsidiary joins forces with alternatives specialist Aurora Investment Management; Vanguard Launches international high-dividend yield index fund and dividend appreciation index fund.  

Empower Retirement has realigned and renamed its FASCore recordkeeping business to enhance retirement plan services for institutional clients. 

Wells Fargo offers non-affiliated manager strategies for CITs, with no asset minimums.

This week Northern Trust announced enhancements to services for private equity investment clients, while Franklin Templeton expanded multi-asset solutions capability with new open architecture offering. 

Retirement plan clients of T. Rowe Price using the firm’s Retire With Confidence program can now access Dave Ramsey’s SmartDollar financial wellness solution. 

The Pension Resource Institute is making its RetirementAdvantage program available to registered investment advisers that work with TD Ameritrade Institutional.