Products

J.P. Morgan designs core menu evaluation tool; FTSE Russell launches enhanced Green Revenue Data Model; Franklin Templeton presents goals optimization...

MATC releases portfolio gallery with global asset managers; Ascensus adds advice and managed accounts services; New York Life partners with...

It is designed to help broker/dealers make strategic decisions about their books of business.

Transamerica announces management fee reductions and J.P. Morgan AM reduces fees in two series.

The offering is designed for financial professionals to deliver to clients and prospects.

Simply Retirement by Principal is designed for companies with fewer than 100 employees.

Vanguard makes changes to money market fund lineup, and S&P Dow Jones Indices announces changes to the DJIA.

Employers can match up to 100% of employees’ contributions.

The primer includes a review of the basics of managed accounts, a description of how they can be offered and considerations for determining if they are right for...

Brown Brothers Harriman & Co. (BBH) will be the custodian, administrator and transfer agent of the funds.

The offer will run until the October 1 safe harbor deadline. 

The company is also offering a new platform that combines health and financial wellness.

The launch will be available to clients in the Northeast and extend nationally over the course of several months.

The firm will also assume the role of investment adviser to the plan, and therefore accept most of the fiduciary responsibilities as well. 

The partnership will focus on the firm’s National Chamber of Commerce Micro Market Solution.

The model is informed by sustainability and industry frameworks, research and analysis to reduce noise, normalize data and address size bias and disclosure gaps.

The break will apply to 401(k) plans that sign up with the company between August 1 and December 31, 2020.

The new feature is powered by Devenir.

The READYSAVE app will leverage behavioral prompts to drive better outcomes.

The move will expand the availability of the firm’s Certified Financial Planners to working and retired participants.