Products

CPI Unveils Investment Fiduciary Product

CPI Qualified Plan Consultants, Inc., a third-party recordkeeping and administration company headquartered in Great Bend, Kansas, has released its Investment Fiduciary Protection Program (IFPP). 

DWS Announces IRA Rollover Site

DWS Investments, the U.S. retail unit of Deutsche Bank’s Asset Management division, has launched DWS Rollover Central, an online resource to help guide retirement plan participants through the...

Fidelity Aims to Help RIAs Expand Business

A new Fidelity program, “Expand Your Practice,” is intended to help registered investment advisers (RIAs) analyze their readiness to grow through mergers, acquisitions, or hiring new people.