News

Pershing Expands FundVest Platform

Pershing LLC, a BNY Mellon company, added new advisory and institutional share classes from nine fund families to its FundVest mutual fund platform.

LPL Financial Launches Worksite App

LPL Financial unveiled a new Worksite Financial Solutions mobile application (app) that extends retirement plan participant and sponsor services provided through the firm’s desktop platform.

MacKay Shields Introduces Bond Strategy CITs

Investment Manager MacKay Shields LLC is expanding into the U.S. retirement market by delivering new investment opportunities for qualified defined contribution retirement plan sponsors.

App Helps Advisers Do Research on the Go

Markov Processes International (MPI) has released its MPI Stylus Web research system as a mobile application (app) for the iPad, Android and Microsoft Surface tablet devices.