New York Life Insurance Company has tapped Ibbotson Associates to help develop a set of tools "to help registered representatives account for their clients’ total economic wealth and...
Commonwealth Financial Network announced enhancements to its fee-based asset management program for separately managed accounts (SMAs), including a new unified managed account (UMA) option.
Kiplinger’s Personal Finance magazine and the National Association of Personal Financial Advisors (NAPFA) are offering free financial planning services as part of a two-day event.
SunGard has launched MyWealthSeries, a set of online financial planning tools for advisers to offer their clients and prospects from their own Web sites.
Kravitz, provider of cash balance plan design and administration, is launching a series of free Cash Balance Administration workshops and Webinars for plan sponsors.
Schwab Performance Technologies (SPT), a provider of technology solutions for registered investment advisers (RIAs), announced changes to its pricing structure.
Charles Schwab Investment Management, Inc. (CSIM), has launched two new exchange-traded funds (ETFs) focused on emerging markets and international small-cap equities.
AXA Distributors, LLC, the annuity wholesale distribution unit of AXA Equitable Life Insurance Company, now offers an educational program about retirement income planning for financial professionals.