Products

WMSI has launched a new call center platform with expanded capabilities.

MainStay Investments, a New York Life company, is now offering many of its mutual funds as a non-revenue share class (R6 Shares).

The Confident Retirement approach created by Ameriprise Financial aims to help clients close to or actually in retirement feel more confident about their finances.

A Web-based investment-filtering tool from Paychex Inc. simplifies investment aggregation and identification for advisers.

Barclays and MSCI Inc. launched a global family of environmental, social and governance (ESG) fixed-income indices, co-branded “Barclays MSCI” and independently marketed by both firms.

A guide from the Principal Financial Group helps advisers answer common plan sponsor questions about compensation.

A partnership between Fiserv and Financial Market Data Services produced a new solution for fully outsourced, end-to-end securities class-actions claims processing.

Hal Reniger, a retirement and estate planning consultant, created Mackinac Strategies, a financial services firm specializing in retirement plan exit strategies and Social Security benefit maximization. 

The Neuberger Berman Flexible Select Fund was debuted by Neuberger Berman. The all-cap equity mutual fund seeks risk-adjusted returns with lower volatility.

LPL Financial adopted an annuity visualizer by Lincoln Financial Group to help its advisers explain the benefits and the different rider options of annuities.    

Pershing allowed a peek at mobile solution NetX360 iPad and iPhone apps at the INSITE conference in Hollywood, Florida.

Long-term care needs and how they fit into financial and estate planning are examined in “The Advisor’s Guide to Long-Term Care.”

A more compelling user experience, rising use of smart devices, and access to information and market news are driving demand for financial services apps.

The Guardian Insurance & Annuity Company Inc. launched a plan participant website to help people better prepare for retirement.

Ann Schleck & Co. and ShoeFitts Marketing have teamed up to offer Voilá, a marketing and branding program for retirement plan advisers.

Marathon Retirement & Pension Consulting LLC (Marathon RPC) announced its entry into the small and mid-size retirement plan market.

Advisers have many fears when considering switching firms or going independent.

PlanServe Data Systems and Milliman Inc. have collaborated to deliver retirement plan account information via mobile applications.

State Street Global Advisors (SSgA) rolled out two exchange-traded funds (ETFs) that offer income and inflation protection.

The Prudent Practices and Prudent Practices for Investment Fiduciaries handbook series were updated by fi360 to keep current on fiduciary guidance for investment professionals.