Products

The national advisory firm announced the addition of HSA tax-exempt savings analysis to its core service lineup. 

VMS has added Mid Atlantic Trust Company as a trading destination and custody provider within its adviser and TPA network. 

The investment advisery firm Edward Jones says it will look to grandfather IRA relationships acquired before April 2017, while also instituting some fundamental changes to process and product...

Perspective Partners has launched a program designed to help employees take advantage of 401(k) retirement accounts and health savings accounts (HSA)s.

The mutual life insurance company’s new customer-experience management software will allow it to gather customer feedback and act on it in real time, MassMutual says.

Schwab Reveals 8-bps Passive TDF With No Minimum; MetLife Stable Value Solutions Fund Added to Modelxchange.

The design aims to add clear access for advisers, clients, investors and employees. 

The latest addition to the LPL Affinity Program is aimed at helping advisers comply with requirements of the new DOL fiduciary rule. 

As the DOL’s new fiduciary rule approaches implementation, Morningstar is set to launch a 401(k) platform to help advisers minimize liability.

TIAA Announces Super Regional Mall Fund; Northern Trust Launches Exclusive Partnership with Software Firm; and Wilshire Launches Crisis Index.

A strategic partnership between Efficient Advisors and Gladstone Analytics will help financial planning businesses asses their client base and plan for their own future.  

“It is almost akin to buying fiduciary insurance,” says Tod Ruble with Custodia Financial. “Plan sponsors are maintaining fiduciary obligations and improving outcomes for participants.”

Spark 401k also provides access to low-cost ETFs that keep investment expenses less than 1%, helping employees further grow their nest egg.

The integration pairs a “fully customizable robo-adviser and account opening platform” with an “industry-leading CRM,” according to the firms. 

Advisers can help small employers minimize investment fiduciary risk through LPL's 3(38) Small Market Solution service.

EverythingBenefits has released a new platform that automates key aspects of 401(k) administration, including payroll-data management.

Envestnet Retirement Solutions and HealthSavings Administrators LLC are rolling out a new solution to help advisers and their clients better utilize HSAs. 

Society of Actuaries releases new research about economic scenario generators; and Nuveen announces online alternative investments platform.

 

The Women in Pensions Network has launched a new website to better serve its growing community of close to 2,000 pension professionals nationwide. 

Lincoln Investor Advantage Visualizer demonstrates the long-term impact of incorporating annuities as part of a comprehensive retirement plan.