The Enterprise Management Consulting program from LPL Financial was created to assist affiliated large enterprises with growth, profitability and adviser support.
SunGard’s MyRetirement income calculator now gives defined contribution plan participants the ability to determine sustainable spending amounts throughout retirement.
Bank of America’s investment businesses launched a program that supports clients’ needs to align investments with the environmental, social and governance (ESG) issues.
ABG Investment Services Inc. (ABGIS) rolled out The (k)Series, a 3(38) service offering of fund menus that combines simple choices and educated decisions for advisers.
A white paper from the hedge fund strategies group of Commonfund shows how hedge funds can be effective diversifiers and balance equity risk in portfolios.
National Advisors Trust will provide trust and trustee services to clients of Mercer Advisors, a wealth management firm and registered investment adviser (RIA).
Retirement Plan Prospector is a Web-based prospecting and research tool from Judy Diamond Associates for the defined contribution and defined benefits markets.
An integrated portfolio management and research tool, the Portfolio Management Center (PMC), is powered by FolioDynamix and incorporates proprietary research from Raymond James Financial Inc.
American Century Investments has added a new retirement plan share class to many of its most popular mutual funds, as well as 10 new target-date funds.
The Illinois-based DATAIR Employee Benefit Systems, Inc., has released a new suite of software, training and support services for consultants and administrators of 401(k) plans.