CUNA Mutual Group has teamed up with Madison Asset Management to reengineer its Ultra Series Target Retirement Date Funds to support an outcome-based retirement planning model.
Earlier this year, AUL Retirement Services introduced a revised annual plan review for its clients and expanded the customization options for retirement plan advisers.
Commonwealth Financial Network has released Commonwealth CRM 4.0, the latest version of the independent broker/dealer and registered investment adviser (RIA)’s proprietary contact management system.
Genworth Financial Wealth Management (GFWM), a division of Genworth Financial, Inc., said advisers on its platform will now have the option to custody with Pershing Advisor Solutions.
Synapses Inc., a provider of 401(k) education, products, and services, is supplying its Sponsor Profile tool to Madison, Wisconsin-based CUNA Mutual Group for use with CUNA’s 401(k) clients.
The Hartford Mutual Funds now offers the Hartford Portfolio Toolbox powered by Morningstar (HPT) for financial advisers registered on HartfordMutualFunds.com.
State Street Global Advisors (SSgA) has announced that the SPDR Nuveen Barclays Capital Build America Bond ETF (symbol: BABS) began trading on the NYSE Arca on Thursday.
Fidelity Investments announced the launch of the Fidelity Corporate Bond Fund with retail and adviser shares and the addition of an adviser class to the Fidelity Real...