Vanguard is expanding its 11-fund target-date series with a new fund for investors who plan to retire and leave the work force in or within a few years...
Bank of America Merrill Lynch has enhanced and renamed its small business retirement plan platform, MLConnect, to” more closely align with small business owners’ evolving challenges and priorities.”
The Hartford Mutual Funds has unveiled three new offerings: The Hartford Global Real Asset Fund, The Hartford Global All-Asset Fund, and the Hartford International Value Fund.
linkedFA, a social networking service for financial professionals, has partnered with LiveOffice to enable preapproval and archiving of social media posts and RSS feeds.
The Principal Variable Universal Life Income II aims to help owners address both a desire to growth their business and business stability, the company said.
The Synergy Companies, Inc., a professional employer and human capital management services organization, has selected Ascensus for its 401(k) retirement plan needs.
CUNA Mutual Group has teamed up with Madison Asset Management to reengineer its Ultra Series Target Retirement Date Funds to support an outcome-based retirement planning model.
Earlier this year, AUL Retirement Services introduced a revised annual plan review for its clients and expanded the customization options for retirement plan advisers.
Commonwealth Financial Network has released Commonwealth CRM 4.0, the latest version of the independent broker/dealer and registered investment adviser (RIA)’s proprietary contact management system.
Genworth Financial Wealth Management (GFWM), a division of Genworth Financial, Inc., said advisers on its platform will now have the option to custody with Pershing Advisor Solutions.