Products & Services

eMoney Advisor, a provider of Web-based wealth management and planning solutions for financial advisers, has launched Ask eMoney, an online community for advisory firms.   

A new Web site is offering financial advisers social media support, intended to increase their client base.   

IRA Financial Group has produced a guide covering the rules of operating a solo 401(k) plan, which is available for free to clients.

TD Ameritrade announced an integration of Saleforce customer relationship management (CRM) software, along with other third party systems, into its Veo adviser platform.  

Prudential Retirement has expanded its guaranteed lifetime income solution, Prudential IncomeFlex Target, to include the investment management expertise of two target-date fund managers.

Pershing LLC, a BNY Mellon company, plans to expand access to its open-architecture technology platform, NetX360, with an online version. 

The Options Market Center was developed to provide advisers with advanced trading software, options-related expertise and support, and an options education program. 

Security Benefit Corporation, a Guggenheim Partners Company, has launched the Total Interest Annuity, built specifically for the 403(b) market.

Pershing LLC, a BNY Mellon company, has enhanced its open-architecture platform with the additions of Comerica Bank & Trust, NA and New York Private Trust Company.   

Blue Diamond Documents, a provider of self-directed IRA accounts, is introducing a Solo 401(k) plan for small-business owners. 

Invesco PowerShares Capital Management has expanded its partnership with Keefe, Bruyette & Woods, Inc. (KBW) to become the exclusive licensee of four KBW indexes. 

Natixis Global Associates (NGA) launched a risk-managed emerging markets mutual fund from AlphaSimplex Group (ASG).

PenChecks has introduced a debit card option for retirement plan distributions.

State Street Global Advisors (SSgA) announced changes to the indices and names of five financial industry SPDR exchange-traded funds (ETFs). 

Allianz Life Insurance Company of North America has launched a three-part animated series to help investors better understand annuities.

Transamerica Retirement Services has introduced an ERISA Section 3(21) fiduciary service to help retirement plan advisers and sponsors mitigate investment fiduciary risk.

Alerus Retirement Solutions, a division of North Dakota-based Alerus Financial, has gone live with PlanServe’s Relevant Pension Portal.

Putnam Investments is introducing the Putnam Retirement Income Lifestyle Funds, a suite of three income-oriented mutual funds, along with a Retirement Income Analysis Tool. 

The SPARK Institute released a new version of its information sharing standards and data layouts for lifetime income solutions that are used in retirement plans. 

Vanguard has added an optional Guaranteed Lifetime Withdrawal Benefit (GLWB) rider to its Vanguard Variable Annuity.