Uzurp.com opened its financial adviser and registered investment adviser (RIA) databases to the public, for the same annual subscription rate as businesses of $999 a year.
John Hancock Life Insurance’s Advanced Markets Group developed two technology tools for funding retirement appropriately, and helping project estate values and taxes.
The Retirement Advisor Council released a template request for proposal (RFP) questionnaire for use by 401(k) and 403(b) plan sponsors looking to select an adviser.
Wilshire Associates Incorporated rolled out the Wilshire Compass Portal, an enhanced Web-based investment manager questionnaire that populates its PC-based fund management tool, Wilshire Compass.
To help retirement plan fiduciaries navigate the maze of changing regulatory requirements, MassMutual's Retirement Services Division updated its fiduciary guide.
Broadridge Financial Solutions is offering a turnkey solution to help its clients meet the U.S. Department of Labor's (DOL) 408(b)(2) fee disclosure reporting requirements.