Products

Mirae Provides Emerging Market Education

Mirae Asset Global Investments, an investment services provider specializing in emerging market equities, launched an enhanced website focusing on financial adviser support and education.

Firms Partner on ETF Target-Date Fund Series

Newfound Research and 3D Asset Management have released the PrudentPath Target-Date Portfolio Series, a suite of model lifecycle portfolios utilizing exchange-traded funds (ETFs) and hybrid management.

Guide Outlines Opportunity in DB Trends

A new defined benefit (DB) service provider guide, developed by The Principal Financial Group, explores best practices for advisory firms to engage and win new DB plan clients.

J.P. Morgan Releases New TDF Compass

J.P. Morgan Asset Management has revamped its Target Date Compass Program to help financial advisers steer plan sponsor clients through an increasingly complex target-date fund (TDF) selection process.

Envestnet Revamps Impact Investing Tool

Envestnet, Inc. has enhanced the capabilities of its Impact Investing Solutions platform, through which retirement plan clients can develop socially responsible investing (SRI) programs.

Firms Offer Uncashed Checks Services

Matrix Financial Solutions selected Risk Compliance Performance Solutions (RCP) to provide uncashed check mitigation services to its qualified retirement plan clients.

Trust Builders to Revamp TRAK Software

Retirement planning software provider Trust Builders, Inc. is partnering with employee benefits and compliance expert Kristi Cook on the next release of The Retirement Analysis Kit (TRAK) system.

Aspire Financial Launches TPA Playbook

Aspire Financial Services released the TPA Playbook for Success, a proprietary education and communication tool designed to drive competitive advantage for the firm’s third-party administrator (TPA) partners.

InHub Introduces Fully Digital RFP

A new online portal from InHub LLC, a Securities and Exchange Commission-registered online investment adviser, helps fiduciaries quickly develop and circulate requests for proposals (RFPs).