Franklin Templeton created a guide to help advisers and their clients understand how global investments may increasingly serve as a core component within portfolio allocations
Raymond James Asset Management Services and RiverFront Investment Group announced four model portfolios on the Raymond James Freedom Unified Managed Account platform.
Transamerica Retirement Services unveiled a mobile application that it says allows employees to enroll in a retirement plan in as little as three minutes.
Merrill Lynch has developed mobile applications for the iPhone, iPad, and BlackBerry devices, for clients of Merrill Lynch Wealth Management and Merrill Edge.
Dana Investment Advisors, Inc. announced that the Epiphany Large Cap Core Equity fund it sub-advises has been renamed the Dana Large Cap Core Fund (symbol EPCNX).
Retirement plan solutions provider Ascensus has been selected by 3D Asset Management (3D), a registered investment advisory firm, to partner on its ETF AdvisorPlan product.
The Principal Financial Group obtained an independent audit addressing its procedures for public and private employee stock ownership plan (ESOP) clients.
Pershing LLC, a BNY Mellon company, says its independent study examines how a dually registered adviser can combine a fee-based and commission-based business.