Products & Services

Small-business’ equity is rarely as liquid, or even as valuable, as its owner expects, especially when one needs to cash it out quickly. 

A new partnership including Vertical Management Systems, Envestnet and United Retirement Plan Consultants is aimed at helping advisers streamline fiduciary, recordkeeping and compliance services through one scalable platform.

iraLogix says it is pushing forward on a web-based IRA recordkeeping services platform to extend affordable IRA options to all retirement investors, regardless of account size.

The latest update to the MoneyGuidePro software is a direct response to the Department of Labor’s final fiduciary rule. 

The new Wilshire Wealth Management Platform is powered by VestmarkONE. 

Many wealthy families avoid discussing money and inheritance, a survey finds.

The new EZ IRA retirement savings platform helps companies provide payroll-deduction IRAs to their workers.

John Hancock Retirement Plan Services has created a national day of recognition for financial advisers, celebrated this year on April 18.

The new Omnia Platform delivers advanced multi-asset class analytics via a centrally-hosted database delivered through a standard web browser.

The videos aim to get women involved in financial planning and focus on topics such as choosing the right financial adviser.

The changes are designed to reflect the DOL’s new fiduciary regulations.

The collaboration with FutureAdvisor will accelerate the development of LPL’s robo-advice solution.

Millennium Trust Company specializes in helping plan sponsors, participants and advisers find and process missing retirement accounts. 

iJoin offers quantifiable plan success metrics for plan sponsors, recordkeepers and advisers.

An analytical approach to financial wellness is helpful for some retirement plan participants, but “it’s often emotion that puts retirement money in motion.”

Advisers who are worried about getting their practices in line with the fiduciary rule can leverage a newly unveiled solution from Paychex. 

LMCG Investments adds to small-cap offerings; Voya Financial expands access to its target-date mutual fund series; Fringe Benefits Design partners with Redhawk Wealth Advisors for ERISA fiduciary services. 

Planned events will facilitate collaboration across the retirement market to find industry-wide solutions.

Prudential Retirement says DC Optimization can help plan sponsors design a retirement plan that supports their organizations' business objectives.

ESOP repurchase liability can be difficult to predict and measure, making a real headache for plan sponsors.