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.
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.
The Options Market Center was developed to provide advisers with advanced trading software, options-related expertise and support, and an options education program.
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.
Invesco PowerShares Capital Management has expanded its partnership with Keefe, Bruyette & Woods, Inc. (KBW) to become the exclusive licensee of four KBW indexes.
Transamerica Retirement Services has introduced an ERISA Section 3(21) fiduciary service to help retirement plan advisers and sponsors mitigate investment fiduciary risk.
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.