Products

Sometimes Advisers Need a Plan, Too

Global Financial Private Capital rolled out Legacy Lock and Adviser to Adviser Continuity, two succession and business continuity programs for partner advisers.

Gemini Launches Account Platform

An account platform from Gemini Alternative Funds LLC, a subsidiary of Northstar Financial Services Group, provides investment advisers with centralized access to alternative investments.

The Principal Offers Legacy Asset Support

A new strategy from the Principal Financial Group and National Benefit Services, LLC (NBS) can help financial professionals and their large-plan 403(b) clients manage issues with legacy assets.

NTSAA Changes Name

The National Tax-deferred Savings Association (NTSA) maintains the same core mission as its predecessor.

FSI Unveils New Mobil App

The Financial Services Institute (FSI) launched a mobile application providing independent financial advisers and financial services firms remote access to advocacy tools and industry updates.

Firm Debuts QDRO Admin. Service

Plan Sponsor Advisors (PSA) released a fully outsourced solution that manages qualified domestic relations orders (QDRO) for retirement plan fiduciaries.

LPL Revamps Adviser Mobile App

An updated mobile application from LPL Financial LLC provides better access to financial and market data, along with a new secure messaging system for communicating with clients.