Products & Services

Lincoln Financial Group’s Retirement Plan Services business enhanced its Ibbotson Insight Series investment lineup available in the Lincoln Director employer-sponsored retirement plan program.

The Total Social Security program, from Senior Market Sales, supplies advisers with the necessary tools and resources to serve growing client demand for Social Security strategies.

Triad Hybrid Solutions, a registered investment advisory firm (RIA) newly created by Triad Advisors, serves fee- and commission-based independent financial advisers.

A new collective investment fund from Alta Trust Company strives to bring an endowment investment philosophy and liquid alternative opportunities to defined contribution retirement plans.

The Social Security Administration has declared this week “National my Social Security Week.”

The ModelTool(k)it from Matrix Financial Solutions helps advisers manage portfolio models of recommended mutual funds and ETFs in 401(k) plans. 

A new target-date fund series will be co-managed by Morningstar Associates and AllianceBernstein, and boasts a diverse cast of managers, including Franklin Templeton and PIMCO.

Guide Financial, a provider of software solutions for advisory firms and financial institutions, has launched a new investment analytics and portfolio builder program.

Four new tablet-friendly retirement readiness modeling tools from Wealth Management Systems Inc. (WMSI) help users set and track retirement savings goals based on projected income needs.

LPL Financial LLC has launched its new Worksite Financial Solutions website to help employees gain confidence in their financial future.

LPL Financial LLC has partnered with financial technology firm Redtail Technology, Inc. to revamp LPL’s customer relationship management (CRM) platform and enhance the firm’s core technology offerings.

Retirement Revolution, a provider of retirement planning and investment platforms, has added AdviceIQ’s digital branding and database services to its suite of financial adviser tools.

Pacific Life is expanding its retirement plan offerings and making it easier for financial advisers to offer mutual fund solutions for employer-sponsored 403(b)(7) plans.

Omyen Corp, a financial planning technology company, has updated and expanded its suite of digital Social Security planning tools for financial advisers.

The Principal Financial Group introduced a new life insurance option designed to help financial advisers solve challenging coverage questions for business owners and other clients.

Wilshire Associates Incorporated announced the launch of two indices designed to provide insight into an investment category that is difficult to benchmark—liquid alternatives.

Cambridge Associates signed an agreement to use RiskFirst’s PFaroe risk analytics platform, which allows clients to evaluate specific asset and liability risks within complex investment portfolios.

The Guardian Insurance & Annuity Company, Inc. (GIAC) released a new tool to help financial professionals mitigate fiduciary risk for their plan sponsor clients.

A recently introduced mutual fund from Pacific Life Funds offers a simplified approach to alternatives investing, with the goal of increasing overall portfolio diversification.

Matrix Financial Solutions, Inc. announced that Southwest Securities and Summit Brokerage Services have implemented its broker/dealer platform.