Achaean Financial announced a strategic partnership with Envestnet, which will allow the integration of Achaean's software into Envestnet’s wealth management platform.
Morningstar Inc. released Morningstar Analyst Ratings and Global Fund Reports for approximately 40 alternative U.S. mutual funds, representing about 75% of the alternative fund universe by assets.
The broker/dealer First Allied Securities Inc. expanded its advisory platform, Guided Portfolio Solutions (GPS) to give affiliated advisers a practical approach to conducting fee-based business.
J.P. Morgan Asset Management, with alliance partner FASCore, launched an offering to provide recordkeeping solutions to the small to midsize retirement plan market.
The global financial services firm Wilshire Associates rolled out two offerings, one with exposure to liquid alternatives and a lower-cost product for smaller client accounts.
The tax firm KPMG LLP formed an alliance with Axiom Software Laboratories Inc. to address new regulatory requirements facing investment advisers, such as Form PF.
Lincoln Financial Distributors announced itsChoicePlus Assurancevariable annuity was added to Wells Fargo Advisors LLC’s advisory variable annuity program.