Merrill Lynch has developed mobile applications for the iPhone, iPad, and BlackBerry devices, for clients of Merrill Lynch Wealth Management and Merrill Edge.
Dana Investment Advisors, Inc. announced that the Epiphany Large Cap Core Equity fund it sub-advises has been renamed the Dana Large Cap Core Fund (symbol EPCNX).
Retirement plan solutions provider Ascensus has been selected by 3D Asset Management (3D), a registered investment advisory firm, to partner on its ETF AdvisorPlan product.
The Principal Financial Group obtained an independent audit addressing its procedures for public and private employee stock ownership plan (ESOP) clients.
Pershing LLC, a BNY Mellon company, says its independent study examines how a dually registered adviser can combine a fee-based and commission-based business.
Participants who have completed The Principal's interactive tool save an average of 39% more for retirement than those who have not used the tool, according to the firm.