Tag: Plan Admin

Online Tool Helps Benchmark Benefits

The Principal Financial Group unveiled a tool that lets advisers help small-business owners see how they stack up against their competitors in benefits offerings.

Wilshire Expands Data Collection Platform

Private equity, private real estate and real asset investment managers are now able to submit qualitative and quantitative performance information through Wilshire’s Compass Portal.

FSI Adds Online Advocacy Tools

At its first-ever Financial Advisor Summit, the institute unveiled a new website, social network and additional tools to help members grow their businesses.