Products

Content in the myStockOptions.com Tax Center provides insights into the prevention of tax return mistakes for equity compensation plans.

An evaluation tool created by NARPP can be used to measure the impact of education programs and initiatives.

RS Investments has created two long/short alternative mutual funds: the RS Focused Opportunity Fund and the RS Focused Growth Opportunity Fund.

A new fund series from Vanguard features an estimated expense ratio of 10 basis points and will be offered to institutional investors meeting a $100 million initial investment...

A new program from Fidelity seeks to bring one of the most popular features of 401(k) accounts to individual retirement investors, in the form of a matching contribution.

A new investment research tool from Aon Hewitt provides “insightful and transparent” ratings of thousands of investment products, based on eVestment data and analytics.

LGIMA has hired Mark Toomey, senior client portfolio manager, to assist with its expansion.

Fidelity Institutional announced plans to align its clearing and custody units, while the wider firm will establish a new technology group to create digital solutions across the Fidelity...

Hartford Funds says it has entered into a preliminary agreement with Navigate Fund Solutions LLC to support the launch of a new family of NextShares exchange-traded managed funds.

Alliance Benefit Group-Illinois is now providing Dave Ramsey's SmartDollar financial counseling program to 401(k), 403(b) and 457(b) retirement plan participants.

Schwab Intelligent Technologies signed agreements with Orion Advisor Services and Redtail Technology to establish additional technology integrations benefiting registered investment advisers.

A new 403(b)(7) managed account solution launched by Redhawk Wealth Advisers is designed to help financial advisers prospect and service K-12 and higher education retirement plans.

A new retirement income investment option from Voya Financial and AllianceBernstein seeks to deliver a sustainable lifetime income strategy for participants in large 401(k) plans.

Two research studies from Strategic Insight offer guidance to gaining market share in the 529 college savings plan industry.

Greenspring Wealth Management has launched the Target Date (k)larity evaluation tool, aimed at supporting the fiduciary needs of retirement plan sponsors and participants.

Dave Ramsey’s SmartDollar takes a holistic approach to retirement education, focusing on behavior and teaching people the basics:...

Merrill Lynch Clear has announced the roll-out of products enabling clients to better prepare for and live comfortably in retirement.

A new fiduciary certification workshop by the Centre for Fiduciary Excellence will be offered free at the Santa Monica office of Dimensional Fund Advisors LP.

Lockton Affinity announced it has selected Beazley Syndicates at Lloyd’s of London as the professional underwriting carrier for its national registered investment adviser (RIA) liability program.

Merrill Lynch and the University of Southern California Leonard Davis School of Gerontology announced a training program that provides insight into the opportunities and challenges of increasing longevity.