Products

A new application for banks, Tandem, allows users to securely establish and manage their social/financial relationships.

At its first-ever Financial Advisor Summit, the institute unveiled a new website, social network and additional tools to help members grow their businesses.

What happens on the first day of retirement? Prudential Financial Inc. shines a light on participant stories with the Day One target-date funds (TDFs).

Retirement Innovator Advantage is a small-plan 401(k) product that features a simplified product menu, tools and support, as well as a built-in fiduciary service.

Participants say day-to-day expenses stand in the way of retirement savings, and Putnam Investments is responding with access to financial wellness services.

Principal Real Estate Investors has launched Retirement REdirect, a customizable commercial real estate strategy for defined contribution (DC) and defined benefit (DB) plans.

Hennion & Walsh Asset Management, an investment services provider, has released its SmartTrust, Rising Interest Rates Hedge Trust, Series 1.

John Hancock Funds changed its name to John Hancock Investments.

Pentegra Retirement Services is offering The Pentegra Fiduciary Promise.

Institutional governing boards and committees need to think critically about how to integrate environmental, social and governance (ESG) factors into their investment process.

BPAS launched “A 90-Minute Crash Course on DC Plans,” on its website, a podcast on some of the key issues surrounding defined contribution (DC) plans.

Two reports from Cogent Research are designed to help advisers optimize communication materials and distribution strategy, as well as benchmark their practice against competitors.

LIMRA is offering a new training program by social media expert Erik Qualman, author of Socialnomics.  

TD Ameritrade Institutional has integrated Laser App Anywhere, a cloud-based auto-fill technology that eliminates the need to re-enter information such as addresses and phone numbers.

Ascensus has partnered with LPL Financial LLC to provide access to its Worksite Financial Solutions platform for LPL plans and plan participants

The Newport Group released the all-new plandestination.com.

Visium Asset Management launched the Visium Event Driven Fund (VIDVX), the first mutual fund offering for the alternative asset management firm.

The Enterprise Management Consulting program from LPL Financial was created to assist affiliated large enterprises with growth, profitability and adviser support.

Franklin Templeton Investments introduced four new funds within the company’s retirement target-date fund (TDF) lineup.

SunGard’s MyRetirement income calculator now gives defined contribution plan participants the ability to determine sustainable spending amounts throughout retirement.