Products

Matrix Financial Solutions, Inc. announced that Southwest Securities and Summit Brokerage Services have implemented its broker/dealer platform.

American Century Emerging Markets Debt, American Century Strategic Income and American Century Short Duration Strategic Income were rolled out by American Century Investments.

Plan advisers have an important role to plan in helping sponsors consider their options while choosing a third-party administrator (TPA).

Alliance Benefit Group (ABG) has launched a new partnership with Hueler Income Solutions to expand participant access to institutionally priced lifetime income products.

Voya Financial, Inc.’s retirement solutions business has launched myOrangeMoney, an online retirement planning portal that helps participants manage their accounts and plan for their unique financial future.

The Seeyond Multi-Asset Allocation Fund from Natixis Global Asset Management (NGAM) invests in stocks, bonds and volatility as an asset class.

Russell Investments announced several updates to its Economic Indicators Dashboard, an analysis tool used by financial advisers to have informed conversations with clients about the U.S. economy.

Schwab Intelligent Technologies reached an agreement with Morningstar, Inc. through which the investment research provider will participate in the Schwab OpenView Gateway technology platform.

Nuveen Asset Management will use RiskFirst’s web-based analytics platform, PFaroe, to help craft customized liability-driven investment (LDI) strategies for institutional clients and corporate pension plans.

AIG Advisor Group established a partnership agreement with Castle Rock Innovations Inc. to implement the AXIS Retirement Analytics Platform (AXIS), an integrated benchmarking and disclosure system.

Nationwide Retirement Solutions has released the Nationwide Diverse Managers Fund.

The Pension Resource Institute, LLC (PRI) reached a partnership agreement with FRA PlanTools that allows PRI subscribers to easily order and access FRA PLANbenchmark reports.

Rocaton Investment Advisors, LLC has adopted RiskFirst’s PFaroe web-based platform to help clients better analyze and manage pension plan risk.

The American College of Financial Services launched a redesigned chartered financial consultant (ChFC) designation program featuring new courses and content that better reflects today's financial planning challenges.

Fidelity Investments has launched an initiative to help employers evaluate and improve the retirement readiness of their employees.

New York Life Retirement Plan Services has released an interactive Retirement Readiness Dashboard to help 401(k) plan sponsors and plan advisers better gauge the effectiveness of their plans.

Evanston Capital Management has released its Evanston Alternative Opportunities Fund.

American National Bank of Texas (ANB) has teamed up with several firms to offer a retirement plan services solution known as the Select Open Architecture Retirement (SOAR) program.

The companies of OneAmerica have launched OneCheck, a set of retirement plan health monitoring tools and reports for participants and sponsors.

MassMutual Retirement is partnering with BlackRock to introduce a customizable, lower-cost alternative to managed accounts for use in defined contribution (DC) retirement plans, called MassMutual Managed Allocations.