Products

Guardian Adds Investment Options

The Guardian Insurance & Annuity Company Inc. has expanded its Guardian Choice and Guardian Advantage fund lineups with several enhancements.

Wilshire Expands Data Collection Platform

Private equity, private real estate and real asset investment managers are now able to submit qualitative and quantitative performance information through Wilshire’s Compass Portal.

FSI Adds Online Advocacy Tools

At its first-ever Financial Advisor Summit, the institute unveiled a new website, social network and additional tools to help members grow their businesses.

Putnam Looks to Amp Up Worker Savings

Participants say day-to-day expenses stand in the way of retirement savings, and Putnam Investments is responding with access to financial wellness services.

Firm Debuts Real Estate Strategy

Principal Real Estate Investors has launched Retirement REdirect, a customizable commercial real estate strategy for defined contribution (DC) and defined benefit (DB) plans.

Asset Manager Unveils Hedge Trust

Hennion & Walsh Asset Management, an investment services provider, has released its SmartTrust, Rising Interest Rates Hedge Trust, Series 1.

Paper Examines Responsible Investing

Institutional governing boards and committees need to think critically about how to integrate environmental, social and governance (ESG) factors into their investment process.

A Crash Course on DC Plans

BPAS launched “A 90-Minute Crash Course on DC Plans,” on its website, a podcast on some of the key issues surrounding defined contribution (DC) plans.

Reports Delve into Best Practices

Two reports from Cogent Research are designed to help advisers optimize communication materials and distribution strategy, as well as benchmark their practice against competitors.

Filling Out Forms in the Cloud

TD Ameritrade Institutional has integrated Laser App Anywhere, a cloud-based auto-fill technology that eliminates the need to re-enter information such as addresses and phone numbers.

LPL Teams with Ascensus

Ascensus has partnered with LPL Financial LLC to provide access to its Worksite Financial Solutions platform for LPL plans and plan participants