Products

Fidelity expands model portfolios and T. Rowe Price secures PNC Stable Value Fund.

It integrates Form 5500 data with a customer relationship management system.

The investment firm has also added personalized financial wellness digital capabilities.

Additionally, in 2021, Nationwide will introduce several in-plan lifetime income options that pair income guarantees with TDFs.

Pentegra and IQCIO announce new ETF model portfolios; Invesco QQQ suite reveals additional offerings; Vanguard adds Sprucegrove to oversee value...

Lockton announced in August that its new outsourced administrative responsibilities (OAR) practice will make PEPs the first order of business.

SS&C Technologies will act as the underlying recordkeeper for the Everyday 401(k) small-business retirement plan solution, which the firm’s leadership says will complement the existing Retirement Link platform...

The offering includes participant recordkeeping and compliance monitoring.

The aim of PartnerLens is to help advisers serve clients more effectively.

The new capabilities include artificial intelligence and personalized video content.

Allianz Life launches solutions platform for RIAs; Wilmington Trust adds sign-on program; Columbia Threadneedle announces 2021 successor; and more.

Smart says it supports advisers of all sizes and that its platform also facilitates the use of lifetime income in retirement plans.

It enables sponsors to shift their benefits dollars to the retirement plan or to an employee’s student loan servicer.

The system will be rolled out to advisers in the fourth quarter and to other institutional partners shortly thereafter.

The platform helps users locate former 401(k) accounts, matches them to IRAs at leading financial institutions and initiates rollovers on their behalf.

The firm already offered a number of financial wellness solutions across its lines of business.

CTIM adopts Bloomberg PORT Enterprise, AIM solutions; SS&C Technologies introduces insurance marketplace; Franklin Templeton announces new all-inclusive fee structure; and...

Consumers spent a collective 1.6 trillion hours on mobile devices during the first half of 2020, with a 220% increase in time spent on business apps.

The new tool comes at a time where more American workers are looking to technology as a resource for financial information and guidance.