Products

FIDx and Transamerica partner to provide annuities; Fidelity adds customized models to AMP solution; J.P Morgan improves TDF analysis tool;...

Mesirow Financial presents third mutual fund and managed account program, and MSCI builds indexes to track long-term megatrends.

The interactive sales tool also assigns a grade for retirement plans and is designed to improve advisers’ conversations with plan sponsor clients.

The tool helps small employers and advisers find the right retirement savings option to offer employees.

OneAmerica expands its group annuity platform with ESG offerings, and Vanguard adds an international core stock fund, overseen by Wellington Management. 

Fidelity partners with Ethic to offer tailored portfolios; Global X launches cannabis ETF; SSGA rebrands ETFs to portfolio suite; and...

John Hancock to offer Morningstar adviser managed account services; Franklin Templeton expands active fixed income ETF suite; and industry veterans...

The RetireSmart app also allows retirement savers to link to RetireSmart.com, an online site that provides information and tools to help retirement savers reach their goals.

The two entities look to encourage CIT adoption among investors, a move that they say has stalled due to low awareness of the funds.

The audit service provides an in-depth assessment of the digital user experience offered by retirement plan recordkeepers to plan sponsors.

Morningstar releases goals-based planning solution; Schwab adds account conversion feature to portfolios solution; and AssetMark to offer Savos personal portfolios.

The Morgan Stanley at Work financial wellness platform now includes student loan refinancing capabilities and expanded financial coaching.

As student loan debt reaches an all time high, the two firms are pushing the conversation on what families must know early on about college funding. 

HighTower advisers have access to Riskalyze solutions; John Hancock announces second round of reduced fees; and Voya Financial releases new...

The firm has launched Price Smart, a digital solution that is now part of Retirement Link.

The acquisition expands Broadridge’s adviser compensation management capabilities.

RIA education organization rebrands; USCF adds nultiple ETPs to TD Ameritrade platform; Transamerica alters subadvisers, fees for Large Growth Fund;...

The tool also calculates its own financial wellness score for participants and employers. 

It is an open architecture platform where advisers can bring together all of their data and tools to manage client and prospect workflows.

Ascensus partners with NextCapital for investment and fiduciary solutions, and Axioma releases Canadian risk model to suite of funds.