Products

Raymond James has formed a partnership with Actiance to provide its financial advisers access to social media tools including LinkedIn, Facebook, and Twitter. 

Charles Schwab has unveiled several enhancements to its technology offerings that support independent registered investment advisers (RIAs) at its annual conference in San Francisco.

SunTrust Banks, Inc. launched an enhanced version of PlanLink, its online access point for employees of SunTrust’s Institutional 401(k) clients. 

Charles Schwab has made several key enhancements to its Schwab EquiView recordkeeping system and Equity Award Center Web site.

The Retirement Income Solutions division of Sun Life Financial has launched the Sun Life Solutions Variable Annuity and the Sun Income Vision Living Benefit. 

The Platinum 401k multiple employer plan program will now include a retirement income option from The Hartford.

The Principal has produced a small-plan market tool kit that offers resources to help financial professionals tap into a growing market segment and build their practices with diversified...

Vanguard plans to introduce two international bond index funds, which represent the company’s first international fixed income offerings for U.S. investors.   

American Century Investments is rolling out three alternative portfolios: Core Equity Plus, Disciplined Growth Plus, and Market Neutral Value.  

eMoney Advisor, a provider of Web-based wealth management and planning solutions for financial advisers, has launched Ask eMoney, an online community for advisory firms.   

A new Web site is offering financial advisers social media support, intended to increase their client base.   

IRA Financial Group has produced a guide covering the rules of operating a solo 401(k) plan, which is available for free to clients.

TD Ameritrade announced an integration of Saleforce customer relationship management (CRM) software, along with other third party systems, into its Veo adviser platform.  

Prudential Retirement has expanded its guaranteed lifetime income solution, Prudential IncomeFlex Target, to include the investment management expertise of two target-date fund managers.

Pershing LLC, a BNY Mellon company, plans to expand access to its open-architecture technology platform, NetX360, with an online version. 

The Options Market Center was developed to provide advisers with advanced trading software, options-related expertise and support, and an options education program. 

Security Benefit Corporation, a Guggenheim Partners Company, has launched the Total Interest Annuity, built specifically for the 403(b) market.

Pershing LLC, a BNY Mellon company, has enhanced its open-architecture platform with the additions of Comerica Bank & Trust, NA and New York Private Trust Company.   

Blue Diamond Documents, a provider of self-directed IRA accounts, is introducing a Solo 401(k) plan for small-business owners. 

Invesco PowerShares Capital Management has expanded its partnership with Keefe, Bruyette & Woods, Inc. (KBW) to become the exclusive licensee of four KBW indexes.