Products

The firms suggest their service integrations will enhance adviser-client conversations. 

Lincoln Financial Group Releases New Annuities; Nuveen Launches Investment Trust Portfolio; Wilshire Associates Releases ESG-Weighted Index; and more.

According to recent research conducted for Everplans by Cerulli Associates, 93% of advisers believe they will retain the assets of heirs when their primary client dies, yet 85%...

The new releases from the firm include Riskalyze Premier, a “next-generation autopilot platform,” and a series of eight Risk Number Models to guide client portfolios. 

The solution helps OCIOs by leveraging the globally proven pControl multi-asset investment platform and has capabilities spanning front, middle and back office functions.

If a recommendation is given in a careful and controlled manner, but there is no record made, does that mean it is materially less prudent? 

“Financial advisers’ clients need to understand how market volatility can hurt their chances of a successful retirement, and they also need to know that options are available to...

Advicent introduced new client report integration capabilities in its latest update of the NaviPlan financial planning software. 

Allianz Life Launches New Fee-Based Index Annuity and Waddell & Reed Files for New Index Funds 

PLANADVISER announced the winners of the third annual Adviser Choice Awards, to be handed out at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 30.

The “Essential Retirement Advisor” program offers broad fiduciary training designed to help advice professionals stay up-do-date with the latest regulatory challenges. 

HR platform provider Gusto is making 529 plans available through a partnership with Gradvisor.

The new solution by Appo Group aims to cut costs and time by allowing users to create and manage multimedia communication materials through a single platform. 

Custom yield curves help DB plan sponsors determine an appropriate discount rate to measure liabilities for their pension and other post-retirement benefit obligations, the firm says.

Several industry groups have endorsed the use of The Depository Trust & Clearing Corporation’s (DTCC) Retirement Plan Reporting (RPR) solution to standardize and report plan level data across...

The guides reflect changes to the programs that were effective January 1, 2017.

Charles Schwab Lowers Trade Commissions and Index Fund Fees; Symons Capital Releases Small Cap Equity Mutual Fund; Pantheon Targets DC Plans for Private Equity Strategies; and more.

Liveoak Technologies will provide solutions to streamline onboarding of new corporate customers. 

“We’re encouraged by the results and are working hard to expand the program to more plan sponsors,” says Carlos Rojas, director of consumer and cultural engagement at Principal,...

The iRetire platform estimates annual retirement income and helps advisers guide their clients through different strategies that can close the income gap.