Products

The Fiduciary Responsibility eSource includes discussion of the DOL’s new conflicted advice rule, best interest contract exemption and other new and amended prohibited transaction exemptions.

A new software solution from RiXtrema addresses DOL fiduciary rule compliance for advisers finding themselves on a new regulatory playing field when it comes to rollover recommendations. 

Prudential Reduces Fees on Mutual Funds; Beaumont Capital Management Releases Smart Beta Series; Ivy Launches NextShares Exchange-Traded Managed Funds; and more

New software from fi360 provides broker/dealers and advisers with advanced fiduciary oversight capabilities. 

“On April 10 the focus will expand to cover IRAs and the burden will be on the advisers to prove the reasonableness of their fees,” notes Fred Reish...

The firm says its latest assessment tool is part of a larger readiness campaign to prepare advisers for a new fiduciary paradigm. 

The firms have partnered to deliver a new retirement readiness service. 

Voya Financial, Inc. launched its Voya Behavioral Finance Institute for Innovation, which is focused on gaining deeper insights into the behaviors and decisions of Americans regarding their financial...

The firm wants to recognize the contributions and expertise of third-party administrators to the success of the DC retirement system. 

T. Rowe Price has released a seven-part, documentary-style video series created to help women navigate the unique challenges they face when saving for retirement.

The event will provide digital education tools and webinars to local and state government employees. 

The Web-based platform by InHub will allow PSC clients to digitize the RFP process in addition to accessing other online features.

Mercer Brings Analytics Service to FactSet Clients; MPI Releases Target-Date Radar; Fidelity ETFs See Another Price Reduction; and more

John Hancock Retirement Plan Services aims to help plan consultants expand their business by shifting focus to TPAs.

The partnership will help advisers better analyze their clients’ financial situations while offering guidance around 401(k) plans, retirement accounts and other funds earmarked for retirement.

The new service, known as Insurance Profile, facilitates compliance with the Department of Labor fiduciary rule during the sale and service of annuities.

In addition to online support and guidance, the platform will feature various tools help advisers complete tasks and communicate with clients while reducing data-entry, paperwork, and room for...

The growing platform will offer podcasts, publications, and other materials designed to help institutional investors generate the best outcomes.

The program will combine an online training portal with other features, including one-on-one coaching and peer learning opportunities. 

Hartford Funds Launches U.S. Real Estate ETF; BlackRock Reducing iShares ETF Costs; Zephyrus Partners Adopts RiskFirst PFaroe System; and more.