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February 16, 2017

Investment Products and Service Launches

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

February 16, 2017

Everplans Network Amplifier Focuses on Growth and AUM Retention

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% of children fire the financial adviser after their parent dies. 

February 15, 2017

Riskalyze Releases Expanded Product Set

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. 

February 13, 2017

Trust Builders Revamps Fiduciary Support

“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 mitigate the risk,” the firm suggests. 

February 08, 2017

2016 Adviser Choice Awards

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.