Market76 rolled out the latest version of its adviser customer relationship management (CRM) platform, which fine-tunes mobility, data analytics and optimization, and collaboration.
Corporate Compensation Plans Inc. (CCP) introduced an insurance product that would continue contributions to employees’ retirement plans if they become disabled.
Prudential Retirement added American Century Investments’ line-up of target-date funds to its guaranteed income solution for defined contribution (DC) plans.
National Financial Partners Corp. said it would begin providing resources for advisers to gain certification from the Centre for Fiduciary Excellence (CEFEX).
The Principal Financial Group created a website designed to make it easier for third-party administrators (TPAs) to manage client retirement plans online.
Putnam Investments unveiled a dedicated defined contribution investment only (DCIO) website for consultants, recordkeeping firms and investment research professionals.