Products & Services

They are also less optimistic about the U.S. stock market and economy, according to a Nationwide survey.

It enables advisers to engage prospects and clients of all ages and financial backgrounds and to use the registration information to turn prospects into clients.

Fifty-seven percent of workers would like to make their own financial decisions but have someone validate those decisions, and 31% want specific advice, PwC found.

The program from GoalPath offers target-date funds that consider not just a participant’s age but other data, and it emphasizes retirement income over account balances.

It helps educate advisers on how to discuss income planning with clients.

Man Group releases ESG analysis tool; Prudential Capital Group renames global investment business; Schwab expands ETF OneSource Program; and more.

Among those that are now considering physical, social, financial, community and mental health, employee productivity is higher.

It helps users quantify the value of their high deductible health care plan, both in the present and the future, and select investments.

An aggregate enhanced data set will be used by Mercer's consulting teams to provide more powerful insights to help with client decision making.

Plan sponsors that fully automate their plans are more likely than others to believe their workers are on the path towards a financially secure retirement, J.P. Morgan found.

Advisers can use the tool to help retirement plan sponsors make educated decisions about how to improve their plans.

Buffalo Funds introduces institutional class shares; Nuveen adds to Diversified Dividend and Income Fund team; and State Street Global Advisors...

Education on its own is simply not enough.

The expanded portal will provide the same level of service to retirees (who are currently receiving a payment/annuity) that it does to those still employed (or who are...

American Century Investments to develop new equity and fixed income suite; HealthSavings Administrators releases HSA investment vehicle; DWS Group launches...

The program is becoming available on a rolling basis in local communities across the U.S. through MassMutual's network of financial advisers, currently 9,000 strong.

The Mesirow Financial Fiduciary Automation Service Technology provides broker-dealers the same automation and compliance engine that Mesirow uses to service its own 3(21) and 3(38) fiduciary service clients.

Club Vita looks at zip codes and other characteristics of the participants in DB plans to estimate longevity risk.

Morgan Stanley builds low-minimum impact portfolio suite; American Century Investments decreases ETF management fee; Sun Life Financial consolidates asset management...

A study by Greenwald & Associates and CANNEX shows those close to retirement highly value guaranteed income to supplement Social Security, and suggests advisers consistently underestimate clients’ interest.