Products

Fidelity's digital investing platform competes with robo advice providers by adding human component.

The program aims to help advisers align with clients’ charitable goals.

The aim is to help advisers comply with the new fiduciary rule.

401(k) advisers and plan sponsors have expressed interest in a customized POLICE Report to show only the funds offered in their plans.

“Other than financial strength, benefits administration service is the most important factor in the fiduciary selection of an annuity provider,” says Steve Keating with Penbridge Advisors.

The new “Trends” module within MercerInsight provides real time information about manager searches and fees. 

The application puts retirement savings goals front and center.

 

OppenheimerFunds created the CEO Advisor Institute to help financial professionals “run their businesses like world-class CEOs and engage their clients as trusted global advisers.”

CUNA Mutual Retirement Solutions has introduced an enhanced service model, dubbed ClearDirection Plan Management.

Jefferson National is teaming up with Cetera Financial Group to supply a new tax-advantaged annuity investing solution.

Milliman unveiled the latest in a series of website enhancements for its defined contribution clients and their plan participants. 

Autopilot for Retirement Plans, a new product from Riskalyze, is billed as a “solution that advisers can use to match hundreds of participants with the right fund elections...

The partnership is aimed at developing a program that “sets a new standard in fiduciary education and best practices.”

The paper from the DCIIA also presents a roadmap for implementing automatic plan features over time.

It’s not just investment gurus and behavioral scientists who have big ideas about helping individuals and institutions prepare for the financial future. 

John Hancock Investments enacts expense reductions in TDF suite; Defined Contribution Real Estate Council publishes investing checklist for plans; Morningstar introduces new global risk model; Global Retirement Partners teams...

The independent broker/dealer network is making a team of technology experts available to help advisers utilize new client service and practice management technology platforms.

According to LIMRA LOMA Secure Retirement Institute, nearly three in four DC plan providers believe they will need to train their employees about the new DOL fiduciary rule. 

MyVest offers wealth management technology.

Horizon investments updates goals-based strategy; Fidelity lowers investment expenses on 27 index mutual funds and ETFs.