Products

Charles Schwab Lowers Trade Commissions and Index Fund Fees; Symons Capital Releases Small Cap Equity Mutual Fund; Pantheon Targets DC Plans for Private Equity Strategies; and more.

Liveoak Technologies will provide solutions to streamline onboarding of new corporate customers. 

“We’re encouraged by the results and are working hard to expand the program to more plan sponsors,” says Carlos Rojas, director of consumer and cultural engagement at Principal,...

The iRetire platform estimates annual retirement income and helps advisers guide their clients through different strategies that can close the income gap.

Defined contribution retirement plan industry professionals certainly have heard the “TDF versus managed account” debate; increasingly, providers are seeking a middle ground. 

Betterment will now offer three different plans including a premium option offering investors access to licensed financial experts who can offer advice and monitor their accounts year round.

New programs and education are designed to get participants more engaged with their retirement plans.

The Financial Finesse report discusses the official definition of workplace financial wellness, the cost savings of an effective financial wellness program, measuring the return on investment (ROI) of...

Plan Power by Prudential evaluates a range of plan design features, so financial advisers can help plan sponsors see how making certain changes could result in positive participant...

Shifting regulations, evolving consumer demands and a strong response from established providers are real challenges, but low-cost automated 401(k) platform providers remain committed to DC industry disruption. 

Janus Capital Releases Fiduciary Focused Share Classes; TIAA adds Guaranteed Income Components to TDFs; Virtus Launches Municipal Bond ETF; and more.

According to one study, 13.1 million victims of fraud lost $15 billion in 2015.

“Many advisers feel left behind by the robo-movement,” the firm suggests, “but they don’t have to feel threatened or left out.”

Throughout 2017, the firm plans to offer new tools that can keep advisers focused on fiduciary responsibilities, customized investment strategies, and goals-based planning. 

Despite uncertainty around the future of the fiduciary rule, firms are clearly still committed to expanding fiduciary support services for their staff and clients—as demonstrated by the continuing...

The advisory firm collective is revamping its approach to providing advisers with the “support, partnership, and protection” they seek from a broker-dealer/RIA.

Ascensus has implemented a strategy to provide third-party administrators with more of the tools they need to run their businesses effectively.

Release 10.0 combines insights about plans’ operational challenges with highlights from the current and four previous years of plan data. 

Transamerica Rolls Out Fee-Based Variable Annuity; USA Financial Launches Asset Management Platform; Victory Capital Expands ETF Platform.

The new program features original video training sessions and a downloadable companion resource aimed at boosting collaboration with recordkeepers and TPAs.