Products & Services

Julia Carlson and David J. Wright of Financial Freedom Wealth Management discuss how the loss of clients during the firm’s growth resulted in new opportunities for successes.   

The Direct Fiduciary program aims to allow companies to significantly reduce the amount of time spent managing an individual 401(k) plan by outsourcing administrative and investment fiduciary responsibilities.

J.P. Morgan AM launches lifetime income solution; Allianz Life Partners with iJoin and IPX to offer guaranteed income option; Janus...

Additionally, the firm has pledged to double the qualitative and forward-looking Morningstar Analyst Rating coverage of model portfolios by the end of 2021.

The Decision Optimizer tool offers a customizable, turnkey solution to help financial advisers and home-office clients comply with evolving ERISA plan/IRA transfer regulatory requirements.

The guide also explains how plan advisers can help employers add sustainable funds to their lineups. 

The firm says these additions allow customers  to include all three ESG categories within their 401(k)s. 

The technology engine behind Accelerate is a version of RPAG’s adviser platform.

Transamerica's program will be offered exclusively through UBS Financial Advisors.

The updated Franklin Templeton solution presents an easy-to-understand estimate of available income from different asset sources, while modeling an investor’s needs and goals over time.

SEI launches asset allocation-based models as part of ETF strategies; Vanguard adds active equity funds to Personal Advisor Services solution;...

Stadion credits the rise in personalization as the motivation behind its partnership with Franklin Templeton.

The new solution puts instant text-based communications at an adviser’s fingertips through a desktop application.

Titan launches cryptocurrency portfolio; American Equity Investment Life Insurance introduces EstateShield index; Natixis Investment Managers combines businesses to single division;...

Participants receive personalized checklists and can check on their guide periodically to track progress against goals and update their information.

The protection provides coverage for the costs of legal services, computer forensic services, public relations and crisis management expenses, and more.

The firms, which collaborated to launch a new adviser managed account solution, say the retirement plan industry has both the...

Hartford Funds builds ESG-focused ETF; MSCI acquires RCA; and Wilshire releases systematic cross premia index.

The company says it used feedback from its participants in creating the mobile app.

Advisers can help clients create a more holistic plan for retirement by becoming familiar with and including strategies to pay for long-term care.