Products & Services

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.  

It gets participants' portfolios on track and presents an opportunity to select lower-cost funds.

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

Pension consulting expert warns PBGC premiums have reached an unsustainable level for many plan sponsors. 

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

The California Public Employees’ Retirement System was asked by two retired police officers to include hiring discrimination settlement dollars in defined benefit pension calculations.

Rather than considering contributions, cross-testing focuses on benefits.

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.

New tool from Jackson and Morningstar offers advisers the ability to create client-specific tax illustrations in real time. 

The financial firm will pay benefits for retirees of Chemtura Corporation.

In partnership with Pershing LLC, “we are now allowing partners to deliver advice not only across DC plans but to retail investors,” says Rob Foregger, co-founder of NextCapital.

A Pennsylvania TPA, the Paragon Alliance Group, has rolled out a website with enhancements to make its website more mobile-friendly.