Recordkeeper BPAS has partnered with Fiduciary Benchmarks to provide 408(b)(2) summary disclosure documents and independent third-party benchmarking to all BPAS clients.
Guggenheim Partners, a financial services firm, established the Guggenheim Investment Advisory division to serve the needs of investment advisers and other financial intermediaries.
361° Capital, an investment management firm focused on managing alternative investments for institutions, has launched its first mutual fund, the 361° Absolute Alpha Fund.
TD Ameritrade Institutional is launching TD Ameritrade Advisor Education, a customizable learning management system for independent registered investment advisers (RIAs).
Wells Fargo Institutional Retirement and Trust launched a Web site to help advisers avoid “information overload” when it comes to selecting a plan provider.
ING’s U.S. Retirement Services business is expanding its program for researching, selecting, and monitoring plan investments to support more types of employers.
Fidelity Investments is hosting nation-wide events for the next 30-days, in which it hopes to help near-retirees and those already in retirement switch their focus from savings to...
Securian Retirement has introduced a “Compensation Calculator” for advisers, and a “Fiduciary Focus” guide for advisers to share with plan sponsor clients.