Kansas-based retirement service provider, CPI Qualified Plan Consultants, Inc., is releasing a 401(k) program available exclusively to Edward Jones financial advisers.
McGraw-Hill Financial Communications and ExpertPlan, Inc., are rolling out a presentation tool for financial professionals to use with 401(k) plan sponsor clients, called the Annual Plan Review Book.
Schwab Advisor Services announced that Laser App, a desktop software package, will be widely available to advisers that custody with the company by the end of the year.
Wells Fargo Funds Management and the Wisconsin College Savings Program Board have announced several changes to EdVest, Wisconsin’s college savings plan.
Pershing LLC, a BNY Mellon company, has published a study arguing that asset consolidation can potentially double profitability, boost productivity, and advance client relationships.
Morningstar Inc. has added a new asset allocation and forecasting functionality to Morningstar Direct, a Web-based global investment analysis platform for institutional investors.
Securities America Inc. is releasing an application called e*Office Mobile, which allows advisers mobile access to business enterprise systems using smartphone or tablet technology.