Products

The updated Franklin Templeton solution presents an easy-to-understand estimate of available income from different asset sources, while modeling an investor’s needs and goals over time.

SEI launches asset allocation-based models as part of ETF strategies; Vanguard adds active equity funds to Personal Advisor Services solution;...

Stadion credits the rise in personalization as the motivation behind its partnership with Franklin Templeton.

The new solution puts instant text-based communications at an adviser’s fingertips through a desktop application.

Titan launches cryptocurrency portfolio; American Equity Investment Life Insurance introduces EstateShield index; Natixis Investment Managers combines businesses to single division;...

Participants receive personalized checklists and can check on their guide periodically to track progress against goals and update their information.

The protection provides coverage for the costs of legal services, computer forensic services, public relations and crisis management expenses, and more.

The firms, which collaborated to launch a new adviser managed account solution, say the retirement plan industry has both the...

Hartford Funds builds ESG-focused ETF; MSCI acquires RCA; and Wilshire releases systematic cross premia index.

The company says it used feedback from its participants in creating the mobile app.

OneDigital and Ascensus recently announced the availability of a ‘co-created small market solution,’ making OneDigital the latest adviser aggregator to launch a DC plan solution targeted at small...

Vanguard to launch two active funds, reopen Wellington fund; As You Sow issues corporate 401(k) sustainability scorecard; MIM broadens investor...

The nonprofit financial wellness provider SaverLife has teamed up with the KFC Foundation to meet the straightforward but ambitious goal...

CUNA Mutual Group issues new annuity with Members Life; Lincoln Financial Group Partners with YourPath; and Allianz Life launches income...

The standards it’s developing provide ‘more explicit guidance’ to decrease cyber fraud.

It can cull data for advisers, banks, credit unions, insurance firms and other institutions to give an overview of a person’s defined contribution plan holdings.

Fiduciary Insurance Services to provide annuity evaluation services; Alegeus partners with CAPTRUST on new HSA solution; and Cabana launches new...

The platform uses Franklin Templeton’s Goals Optimization Engine and helps advisers provide an offering to small DC plan sponsors and participants in a cost-efficient way.

MFS makes changes to CIT line and Diligend and eVestment partner on data exchange platform.

Select large employers on Principal's recordkeeping platform can provide access to Edelman Financial Engines’ financial planners, an array of financial education tools and online advice.