Miracle Mile Advisors, a California-based investment advisory firm, has partnered with TD Ameritrade to launch a “modern 401(k) platform” built around low-cost exchange-traded funds (ETFs).
The Financial Planning Association (FPA) launched a collection of web-based “Knowledge Circles” aimed at fostering communication and collaboration among its members.
Financial technology provider RiskFirst, formerly PensionsFirst, has expanded the focus of its pension risk analytics software for wider application in multi-asset portfolio management and compliance settings.
The Center for Fiduciary Excellence (CEFEX) expanded its adviser certification test to include more data security questions, reflecting the industry’s heightened awareness of cybersecurity threats.
The Insured Retirement Institute (IRI) and HealthView Services developed a health care cost assessment program that helps financial advisers prepare clients for long-term health care spending needs.
Investment solutions provider Manning & Napier launched a new website and retirement plan “prioritizer” to help advisers steer plan sponsor clients towards long-term benefits success.
A new financial wellness program from Merrill Lynch helps clients assemble and compare competing financial concerns while also shaping an individualized, goal-oriented path towards a better retirement.
Small business owners and human resources staffers can save nearly $1,000 in waived 401(k) plan startup fees through a promotion from ShareBuilder 401k to mark Small Business Week.